Coleshill Wealth Management
Coleshill Wealth Management is a financial services company located in Birmingham, England. They specialize in providing expert financial advice to their clients, including mortgage services and other financial consulting services. With years of experience in the industry, Coleshill Wealth Management is committed to helping their clients achieve their financial goals and secure their financial future. Contact them today to learn more about their services.
Introduction to Coleshill Wealth Management
Coleshill Wealth Management is a financial services company located in Coleshill, Birmingham, England. The company was established with the aim of providing expert financial advice to individuals and businesses. With years of experience in the industry, Coleshill Wealth Management has gained a reputation for offering top-quality financial services to its clients. What makes this company unique is its personalized approach to financial planning, which takes into account the individual needs of each client.Services & Products
Coleshill Wealth Management offers a range of financial services to its clients, including financial consulting, mortgages, and other financial services. The company specializes in helping clients plan for retirement, manage their investments, and protect their assets. Clients can expect expert advice from experienced financial consultants who will work closely with them to develop a personalized financial plan.Location
Coleshill Wealth Management is located on High Street, in the heart of Coleshill, Birmingham. The area is known for its historic buildings and vibrant community. Clients can expect to find a range of businesses in the area, from independent shops to well-known high street brands. The company is easily accessible by public transportation, with the nearest bus stop just a few minutes' walk away. The three closest public transportation options are Coleshill Parkway Train Station (1 mile), Coleshill Bus Station (0.2 miles), and Coleshill Heath Road Bus Stop (0.1 miles).Benefits
Clients should choose Coleshill Wealth Management because of its personalized approach to financial planning. The company's experienced financial consultants take the time to understand each client's unique needs and goals, and work closely with them to develop a tailored financial plan. Clients can expect expert advice and exceptional service from a team that is dedicated to helping them achieve their financial objectives.Good to Know
Clients should be aware that Coleshill Wealth Management is committed to providing transparent and honest advice to its clients. The company operates with integrity and puts the needs of its clients first.Reviews
Clients have praised Coleshill Wealth Management for its exceptional service, expert advice, and personalized approach to financial planning. Many clients have reported feeling confident and secure in their financial futures thanks to the company's guidance.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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financial advice
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investment advice
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tax planning
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insurance services
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loan
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refinancing
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mortgage broker
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credit score
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interest rate
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pre-approval
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online application
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home equity
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closing costs
FAQ
What types of financial services do you offer?
We offer a range of financial services including financial consultation, mortgages, and other financial services tailored to meet the specific needs and goals of our clients.How do you charge for your services?
We charge a fee for our financial consultation services, which varies depending on the complexity of the client's needs. For our mortgage services, we receive a commission from the lender, which is disclosed to our clients. We are transparent about our fees and ensure that our clients understand the costs involved.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we have done for our clients and are happy to share their success stories with potential clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that each client has unique financial goals and needs. We will work closely with you to understand your specific situation and develop a tailored plan that meets your goals. Our team has the expertise and experience to provide personalized financial advice and services.How long does the mortgage application and approval process typically take?
The mortgage application and approval process can vary depending on the lender and the complexity of the application. However, we work closely with our clients to ensure a smooth and efficient process. We keep our clients informed throughout the process and strive to complete the process as quickly as possible.Reviews
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T E
Phil was knowledgeable, polite and friendly in advising on mortgages and we will certainly go back for advice and remortgages in future
19-05-2023
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Gemma Morran
I was a first time buyer and Coleshill Mortgages were recommended by a friend. I called up and Dave was my first protocol. Throughout my long winded process and battling the lockdowns, Dave was very professional, always responsive, and has great knowledge in mortgages and insurances. I would definitely recommend this company and Dave! I will be returning for my mortgage renewal in 5 years!
26-05-2021
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Jemma Jones
Positive: Professionalism, Quality, Responsiveness
26-05-2021
