Senate Financial Planning
Senate Financial Planning is an insurance agency based in Solihull, England. They offer a range of insurance services, including home insurance and life insurance. Their team of experts is dedicated to helping clients find the right insurance coverage to meet their needs. Whether it's protecting their home or securing their family's future, Senate Financial Planning is committed to providing top-quality insurance solutions.
Introduction to Senate Financial Planning
Senate Financial Planning is a UK-based financial planning company that has been in business for over 20 years. The company's purpose is to provide high-quality financial planning services to individuals and businesses in the Solihull area. What makes Senate Financial Planning unique is their commitment to providing personalized financial advice that is tailored to each client's specific needs.Services & Products
Senate Financial Planning offers a range of financial planning services, including home insurance agencies, life insurance agencies, and general insurance. Customers can also receive financial advice on investments, pensions, and retirement planning.Location
Senate Financial Planning is located in Knowle, Solihull, which is a charming town that offers a range of local businesses, including boutique shops, restaurants, and cafes. The area is also known for its historic architecture and beautiful parks. The company is conveniently located near public transportation options, including the Knowle Railway Station, which is just a short walk away.Benefits
Customers should choose Senate Financial Planning because of their commitment to providing personalized financial advice that is tailored to each client's specific needs. The company also has a team of experienced financial advisors who are dedicated to helping customers achieve their financial goals.Good to Know
Customers should be aware that Senate Financial Planning only offers financial planning services and does not sell any financial products. The company's fees are based on a percentage of the assets under management.Reviews
Customers have praised Senate Financial Planning for their personalized financial advice and their commitment to helping customers achieve their financial goals. Many customers have also noted the company's excellent customer service and professional staff.Amenities
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free quote -
online payment
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online application
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discounts
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financial planning
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claims assistance
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policy review
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multi-policy discounts
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customized coverage
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free consultation
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online quotes
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life insurance policies
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investment advice
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retirement planning
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tax planning
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disability insurance
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long-term care insurance
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group insurance
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estate planning
FAQ
Can you provide a quote for my specific home and needs?
Yes, we can provide a quote for your specific home and needs. We will need information such as the size and location of your home, the value of your possessions, and any specific coverage needs you may have. You can contact us to schedule a consultation and receive a personalized quote.What is the process for filing a claim and how long does it typically take to receive payment?
The process for filing a claim involves contacting us as soon as possible and providing information about the incident or loss. We will guide you through the claims process and help you provide documentation and evidence to support your claim. The time it takes to receive payment varies depending on the complexity of the claim, but we strive to process claims as quickly and efficiently as possible.How much coverage do I need?
The amount of coverage you need depends on various factors, such as the value of your home and possessions, your liability risk, and any specific coverage needs you may have. Our team can help you assess your risks and determine the appropriate level of coverage for your needs.What are the premiums for your policies?
The premiums for our policies depend on several factors, including the level of coverage you choose, the value of your home and possessions, and your risk profile. We offer competitive rates and will work with you to find a policy that fits your budget and coverage needs.How long does it take to receive the payout after a claim is filed?
The time it takes to receive a payout after a claim is filed varies depending on the complexity of the claim and the level of documentation and evidence required. We strive to process claims as quickly and efficiently as possible, and we will keep you informed throughout the process.Reviews
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jodie holden
Tom provided an excellent service and spent time explaining everything to do with consolidating my pensions and setting up an ISA. I would happily recommend Senate Financial Planning.
27-02-2023
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Lee Turner
Excellent pension advice from Tom, highly recommend. He gave me useful scenarios to think about then put all 6 pensions into one pot. Thank you, very professional service.
27-02-2023
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Jac Ch
Positive: Professionalism, Quality, Responsiveness, Value
27-05-2021
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Andrea Manenti
Positive: Professionalism, Responsiveness, Value
27-05-2020
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Adam Whitehouse
Highly recommend - Tom has helped us through our first mortgage process and made everything simple, easy & stress-free. Excellent service from start to finish and I will 100% be using Senate & Tom again in the future
27-05-2020
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Michaela Hackett
I would highly recommend Tom Daly. He was amazing when helping me sort out my mortgage (he goes above and beyond), as i really didn't know where to start. He was really helpful all the way through my process. I will be using Tom in 2 years time to help me find a cheaper mortgage, as i feel he gets you the best deals and without all the hassle and Tom's fees are worth every penny.
27-05-2020
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Pat Bulcock
Tom and his team at Senate gave us a first class service with our recent property adventure. From beginning to end, they dealt with the project in a seamless manner.
27-05-2020
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harkamel randhawa
V. good mortgage broker. I paid £299 for the service. Most others charge £500+. Friendly and effecient service. My regret is I should of went sooner and saved on mortgage payments. The broker kept well informed and was knowledgable and chose the best deal for me taking into account my requirements.
27-05-2020
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Daniel Dennett
Residential Mortgage, BTL, Refinance equity release - I’ve used Tom at Senate Home for all of these services I’ve found in the past using other mortgage brokers they didn’t always understand the different products that were available on the market. Then which products most suited my situation. Great communication and a very hands off process. I’ve recommend Senate Home several times. Dan
27-05-2020
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Squeaky Solihull
Tom handled by BTL purchase some time ago, great service! Sentate had access to a wider variety of lenders which suited my particular need perfectly I'd use Senate again without a doubt
27-05-2019
