Slater Financial Ltd
Slater Financial Ltd is a financial services company based in Buxton, England. They specialize in providing expert financial advice and guidance to their clients as trusted financial advisors.
Introduction to Slater Financial Ltd
Slater Financial Ltd is a financial services company based in Buxton, England. The company was established with the aim of providing clients with expert financial advice and assistance. They have been in the industry for several years and have gained a reputation for their professionalism and expertise. Slater Financial Ltd is unique in that they take a personalized approach to each client, tailoring their services to meet individual needs.Services & Products
Slater Financial Ltd offers a range of financial services to clients. These include investment planning, retirement planning, tax planning, and estate planning. Their team of financial advisors works closely with clients to develop personalized financial plans that meet their goals and objectives. Additionally, the company offers various financial products such as mutual funds, insurance policies, and annuities.Location
Slater Financial Ltd is located in St Anne's Square in Buxton. The area is known for its historic architecture and charming shops and cafes. Clients of Slater Financial Ltd can expect to find a range of businesses in the area, including restaurants, bars, and specialty shops. The company is easily accessible by public transportation, with the Buxton train station and several bus stops located within a short distance from the office.Benefits
Clients should choose Slater Financial Ltd for their financial needs because of their personalized approach, extensive experience, and range of services. The company's financial advisors are highly trained professionals who work closely with clients to develop customized financial plans. Slater Financial Ltd is also committed to providing ongoing support to clients, ensuring that their financial plans remain relevant and effective over time.Good to Know
Clients should be aware that Slater Financial Ltd is a fee-based financial services company. This means that they charge a fee for their services, rather than earning commissions on financial products sold to clients. This fee-based structure ensures that the company's financial advisors are working in the best interests of their clients, rather than trying to sell them products that may not be in their best interests.Reviews
Slater Financial Ltd has received positive reviews from clients, who praise the company for their expertise, professionalism, and personalized approach. Clients appreciate the company's commitment to developing customized financial plans that meet their specific needs and goals. Many clients also note that the company's financial advisors are highly knowledgeable and responsive to their needs.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At Slater Financial Ltd, we have years of experience in providing financial advice to our clients. Our team of experts has a deep understanding of the financial industry and is well-equipped to guide you towards making informed decisions about your finances.What are the fees for your financial advisory services?
We offer a range of financial advisory services at Slater Financial Ltd, and our fees vary depending on the type of service you require. We are always transparent about our fees and will provide you with a clear breakdown of costs before we begin working with you.What types of financial products do you offer?
We offer a wide range of financial products at Slater Financial Ltd, including investments, pensions, insurance, and mortgages. Our team of experts can help you navigate the complex world of finance and choose the products that are best suited to your needs.How do you determine the best financial strategy for your clients?
At Slater Financial Ltd, we take a personalized approach to financial planning. We take the time to get to know our clients and understand their unique financial goals and circumstances. Based on this information, we develop a customized financial strategy that is tailored to their needs.Can you provide references from satisfied clients?
We are proud of the work we do at Slater Financial Ltd and are happy to provide references from satisfied clients upon request. Our team is dedicated to providing exceptional service and helping our clients achieve their financial goals.Reviews
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Carlo De'Ciccio
Great Advice, Honest and Straight to the point would recommend.
28-02-2023
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Wayne Clinton
Great customer service from David Hawley and his team . If you require financial advice (for me pensions) then it will be delt with on a personal level , with easy to understand solutions. Highly reccomend. Thanks again
29-10-2022
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Red Frankie
Drove a long way for an initial consultation. Office staff pleasant and down to earth. Found Mr Slater himself difficult in all honesty - I have no doubt he knows his stuff but aloof and condescending doesnt endear me to people offering a service. Have since gone elsewhere and encountered an entirely different approach and succesful outcome.
29-05-2022
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Nadine Rowley
Really friendly financial advisers who took extra time to explain my options and made the process really easy for me.
29-05-2021
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Wendy Cariss
29-05-2021
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Terry H
Positive: Professionalism, Responsiveness, Value
29-05-2021
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ian Scott
very organised, and make the process very easy .Totally great service
29-05-2020
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myles oldham
Very friendly and professional advice. I am now much clearer as to the options available to me and felt under no pressure at any time to make any hasty decisions.
29-05-2020
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Warwick Charlesworth
Phil Slater and his people handle my pension (SIPP) and other investments. Overall service and performance over three years so far has been excellent: - following advice from a firm Phil recommended I withdrew from my company schemes and am now getting >20% more income than I would have done, - despite taking my pension each month my fund is now bigger than when I started, even taking account of inflation, - I know exactly where the money is invested, have regular updates with Phil to make appropriate changes and can draw out flexibly to suit my needs and minimise tax, - Phil and his people respond quickly and helpfully whenever I have ad hoc questions or any issues between our regular meetings together, - Slater's charges are reasonable compared to the rest of the market I looked at. In summary I believe I am now in control of my financial future, which is secure, and am very pleased Slater are helping me.
29-05-2018
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Max Rottier
29-05-2018
