Exchange Street is a financial services company based in Sale, England. They specialize in providing expert advice and guidance to clients as financial consultants and financial planners. In addition, they also offer loss adjusting services to help clients navigate difficult financial situations. With a focus on providing high-quality, personalized service, Exchange Street is committed to helping their clients achieve their financial goals.
Introduction to Exchange Street
Exchange Street is a financial services company located in Sale, England. Established in 2005, the company has been providing top-notch financial consultancy services to its clients. Exchange Street is unique because of its team of highly skilled and experienced financial planners and loss adjusters who offer tailored solutions to meet the needs of their clients.Services & Products
Exchange Street offers a range of financial services, including financial planning and consultancy services, loss adjusting services, and insurance claims management. Their financial planners help clients to set and achieve their financial goals, while their loss adjusters assist clients in resolving insurance claims. The company also provides training and recruitment services to the financial services industry.Location
Exchange Street is located in Sale, a town in Trafford, Greater Manchester. The area is known for its vibrant business environment, with a mix of small and large businesses. The town is easily accessible via public transportation, with the nearest tram stop (Sale) just a 5-minute walk away. Other nearby public transportation options include Brooklands tram stop (1.1 miles) and Dane Road tram stop (1.2 miles).Benefits
Customers should choose Exchange Street because of their team of highly skilled and experienced financial consultants and loss adjusters. The company offers tailored solutions to meet the unique needs of each client, ensuring that they receive the best possible service. Exchange Street is also committed to providing excellent customer service and building long-term relationships with their clients.Good to know
Customers should be aware that Exchange Street is a regulated company, authorized and regulated by the Financial Conduct Authority. The company is also a member of the Chartered Insurance Institute and the Institute of Financial Services.Reviews
Customers have praised Exchange Street for their professionalism, excellent customer service, and tailored solutions. Many clients have reported positive experiences with the company, noting that their financial planners and loss adjusters are knowledgeable and experienced. Overall, Exchange Street has received positive reviews from their clients.
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, and risk management. Our team of experienced financial planners work closely with our clients to understand their financial goals and develop personalized plans to help them achieve those goals.
What professional qualifications do your financial planners have?
Our financial planners hold various professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). We ensure that all our financial planners are highly qualified and up-to-date with the latest industry regulations and trends.
How do you charge for your services?
We charge a fee for our financial planning services which is based on the complexity of the plan and the amount of time required to develop and implement it. We provide a transparent fee structure to our clients and ensure that there are no hidden costs or charges.
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 do and the positive impact we have on our clients' financial lives. We are happy to share their success stories with potential clients who are considering working with us.
