Fulcrum Financial Ltd
Fulcrum Financial Ltd is a financial services company based in York, England. They offer a range of services including finance brokering, financial consulting, insurance brokering, loan agencies, mortgage brokering, and real estate agencies. They also provide home insurance services. Fulcrum Financial Ltd is committed to providing their clients with top-notch financial solutions and expert advice.
Introduction to Fulcrum Financial Ltd
Fulcrum Financial Ltd is a financial services company that provides specialized services such as finance brokers, financial consultants, home insurance agencies, insurance brokers, loan agencies, mortgage brokers, and real estate agencies. The company was founded with the aim of providing high-quality financial advice and support to individuals and businesses. What makes Fulcrum Financial Ltd unique is their team of experienced professionals who provide customized solutions to meet their clients' specific financial needs.Services & products
Fulcrum Financial Ltd offers a wide range of financial services including insurance, mortgage brokering, and real estate and housing support. They also provide personalized advice for their clients and help them choose the best financial products for their needs. Customers can buy a variety of products from Fulcrum Financial Ltd, including home insurance, life insurance, and various investment products.Location
Fulcrum Financial Ltd is located in the bustling city of York, England. The area is home to many businesses, including restaurants, cafes, and retail shops. The company is conveniently located near public transportation options, including the York train station, which is just a 10-minute walk away. Other nearby options include the Rougier Street bus stop and the York Castle Museum bus stop.Benefits
Customers should choose Fulcrum Financial Ltd because of their commitment to providing high-quality financial services and personalized advice. The company has a team of experienced professionals who are dedicated to helping their clients achieve their financial goals. They offer customized solutions to meet their clients' specific needs and provide ongoing support to ensure their financial success.Good to know
Customers should be aware that Fulcrum Financial Ltd takes their clients' privacy and security very seriously. The company uses the latest technology to protect their clients' personal and financial information and adheres to strict security protocols to prevent unauthorized access.Reviews
Customers have praised Fulcrum Financial Ltd for their excellent customer service and personalized advice. Many clients have reported that the company has helped them achieve their financial goals and provided them with peace of mind. Overall, customers have had a positive experience working with Fulcrum Financial Ltd and would recommend their services to others.Amenities
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financial advice -
investment advice
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insurance services
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financial planning
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online quote
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24-hour service
FAQ
What types of insurance do you specialize in?
We specialize in home insurance, as well as other types of insurance such as car insurance, travel insurance, and life insurance.What experience do your financial consultants have?
Our financial consultants have extensive experience in the finance industry, with many years of experience in financial planning, investment management, and risk management.Can you provide me with a list of references?
Yes, we can provide you with a list of references upon request. Our satisfied clients are always happy to provide testimonials about their positive experiences with our company.How do you market your properties to potential buyers?
As a real estate agency, we use a variety of marketing techniques to promote properties to potential buyers. These include online listings, social media advertising, print advertisements, and open house events.How do you ensure that I am getting the best possible rates for my insurance?
As insurance brokers, we work with a wide range of insurance providers to find the best rates and coverage for our clients. We also keep up-to-date with the latest industry trends and regulations to ensure that our clients are getting the best possible deals.Reviews
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S J
A brilliantly helpful team who made the experience of buying a house surprisingly painless! Friendly and knowledgeable and I would've been lost without them. Cheers!
28-01-2023
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Alice Richardson
The team here are amazing. Tom has helped us so much in our house purchase, and is always happy to help with any other questions we have. Highly recommend.
28-10-2022
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Sean Elliott
A big thank you to Roger and the Team. We had a really difficult situation with a very poor solicitor on a remortgage which almost cost us £20k!!! But thanks to the tireless work and expert knowledge of Fulcrum, we got the mortgage deal through. I can't recommend them highly enough.
28-10-2022
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Luke Whittaker
We used Tom Metcalfe at Fulcrum to guide us through getting our first mortgage. His detailed but simplified explanations were extremely helpful as were his timely response to all queries.Would highly recommend.
28-05-2022
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Andy Whatley
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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Robin Spence
I am currently dealing with both Tom and Caroline. The professionalism and knowledge of them both is second to none. So polite and friendly and warm too. Would give 7 stars if I could for this lovely local Outfit.
28-05-2022
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Ben Thompson
Tom Metcalfe was brilliant from start to finish! He listened to our situation and offered personalised options for us to choose from, each with a slightly different perspective in terms of short term cash flow vs long term repayment. We had a change in circumstances during the remortgage process, which meant Tom having to redo almost everything, he remained accommodating, responsive and professional throughout. The process was made simple and stress free and we will always be using Tom going forward for all of our mortgage needs. Thanks again!
28-05-2022
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Leanne Pallister
Roger and more recently Minnie. Have gone above and beyond to help us in finding the best mortgage deals out there for us. Roger got us our very first mortgage deal over 10 years ago. He is the best bloke around. Friendly, professional and honest. We wouldn't go anywhere else now. Minnie this week has also been very lovely and caring in helping us while we have been dealing with other things. Couldn't ask for a better team. Thank you again ♡
28-05-2022
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Kathryn Yeoman
Yet again arranging a mortgage with Fulcrum Financial was easy. It was explained professionally but in a straightforward manner that was easy to understand. I am so appreciative. The difference with this company is they really do have your best interests at heart, taking into account personal circumstances to make sure the deal is the most suitable available. Thank you to Roger and his team.
28-05-2021
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Andrew McClements
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
