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Financial Consultants

Severn Financial Services

Severn Financial Services is a company based in Bridgnorth, England that provides expert financial consulting services. They specialize in offering a wide range of financial services to help their clients achieve their financial goals. With their extensive knowledge and experience, they are committed to providing personalized solutions to meet the unique needs of each client. Severn Financial Services is dedicated to providing exceptional service and building long-lasting relationships with their clients.

Introduction to Severn Financial Services

Severn Financial Services is a financial consultancy firm that was established in Bridgnorth, England. The company has been in operation for over 10 years and is dedicated to providing personalized financial advice to individuals and businesses. What makes this company unique is its team of experienced financial consultants who prioritize the needs of their clients.

Services & Products

Severn Financial Services offers a wide range of services, including financial planning, investment management, retirement planning, tax planning, and estate planning. The company also provides bespoke financial solutions to meet the unique needs of their clients. Customers can buy personalized financial advice and guidance from the company.

Location

Severn Financial Services is located in Bridgnorth, a small market town in Shropshire, England. The town is known for its historic buildings, beautiful scenery, and vibrant community. The area is home to a variety of businesses, including independent shops, cafes, and restaurants. Customers can expect to experience the charm of a traditional English town when visiting Severn Financial Services. The nearest public transportation options include the Bridgnorth bus station (0.3 miles), the Bridgnorth train station (0.7 miles), and the Bridgnorth Community Hospital bus stop (0.2 miles).

Benefits

Customers should choose Severn Financial Services because of the company's commitment to providing personalized financial advice that meets their individual needs. The team of financial consultants at the company have years of experience in the industry and are dedicated to helping their clients achieve their financial goals. Additionally, the company offers bespoke financial solutions that are tailored to the unique needs of each client.

Good to Know

Customers should be aware that Severn Financial Services is a consultancy firm that provides financial advice and guidance. The company does not offer financial products or investments directly.

Reviews

Customers have praised Severn Financial Services for its professional and personalized approach to financial advice. Clients have noted that the team of financial consultants are knowledgeable and experienced, and have helped them to achieve their financial goals. Overall, customers have reported a positive experience with the company.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

At Severn Financial Services, we offer a range of financial services including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial services industry and hold various professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We ensure that our consultants stay up to date with the latest financial trends and regulations.

How do you charge for your services?

We charge for our services on a fee-only basis, which means that we do not receive any commissions or incentives for recommending specific financial products. Our fees are transparent, and we will provide you with a detailed breakdown of our charges before you engage our services.

Can you provide references or case studies of your past clients?

Yes, we would be happy to provide you with references or case studies of our past clients. We value our clients' privacy, so we will only provide you with information that has been authorized for disclosure.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client has unique financial goals and needs. That's why we take a personalized approach when providing our services. We will work closely with you to understand your financial situation, risk tolerance, and long-term objectives. Based on this information, we will develop a customized financial plan that is tailored to your specific needs. We will also regularly review your plan to ensure that it remains relevant and aligned with your goals.