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Finance Brokers, Life Insurance Agencies, Insurance Brokers, Mortgage Brokers

Step by Step Financial Solutions

Step by Step Financial Solutions is a financial services company based in Southampton, England. They specialize in providing a range of services including finance brokerage, insurance brokerage, life insurance agencies, and mortgage brokerage. Their team of experts is dedicated to providing personalized solutions to their clients' financial needs. Step by Step Financial Solutions is committed to delivering exceptional service and helping their clients achieve their financial goals.

Introduction to Step by Step Financial Solutions

Step by Step Financial Solutions is a financial company that has been providing exceptional financial services for over 10 years. The company's aim is to provide their clients with the best possible financial solutions to help them achieve their financial goals. What sets this company apart is their commitment to providing personalized services to each client, ensuring that they receive the best possible advice and support.

Services & products

Step by Step Financial Solutions offers a wide range of financial services to their clients. Their services include finance brokerage, insurance brokerage, life insurance, and mortgage brokerage. They also provide financial services that help clients with their investments, pensions, and tax planning. Clients can also access credit reports and receive debt advice from the company.

Location

Step by Step Financial Solutions is located in the Solent Business Centre in Southampton, England. The area is known for its vibrant business community and has a variety of businesses, ranging from small startups to large corporations. The area is easily accessible by public transportation, with the closest bus stop, Millbrook Road West, just a 2-minute walk away. Other nearby public transportation options include Redbridge Station (1.3 miles away), Millbrook Station (1.4 miles away), and Southampton Central Station (2.3 miles away).

Benefits

Step by Step Financial Solutions is dedicated to providing exceptional services to their clients. They have a team of experienced professionals who are committed to helping their clients achieve their financial goals. The company provides personalized services to each client, ensuring that they receive the best possible advice and support. They also have a reputation for being reliable and trustworthy.

Good to know

Clients should be aware that Step by Step Financial Solutions is a regulated company. They are authorized and regulated by the Financial Conduct Authority (FCA) and are members of the Financial Ombudsman Service (FOS). This ensures that clients can trust the company to provide them with reliable and trustworthy services.

Reviews

Clients have praised Step by Step Financial Solutions for their exceptional services. They have commended the company for their professionalism, reliability, and commitment to providing personalized services. Clients have also appreciated the company's ability to provide them with tailored financial solutions that meet their specific needs.

FAQ

What types of life insurance policies do you offer?

We offer a range of life insurance policies including term life, whole life, and universal life. Each policy has its own unique benefits and features to meet the individual needs of our clients.

What are the premiums for your policies?

Premiums vary depending on the type of policy, coverage amount, and other factors such as age and health. We work with each client to find a policy that fits their budget and provides the coverage they need.

What happens if I miss a payment or stop paying altogether?

If you miss a payment or stop paying altogether, your policy may lapse or be cancelled. This means you will no longer have coverage and may not receive any benefits if a claim is filed. It's important to keep up with your payments to ensure your policy remains in force.

How long does it take to receive the payout after a claim is filed?

The length of time it takes to receive a payout after a claim is filed can vary depending on the type of policy and the circumstances of the claim. We work with our clients to process claims as quickly as possible and keep them informed throughout the process.

Can you provide me with a list of references?

Yes, we can provide you with a list of references from satisfied clients who have worked with us in the past. Just let us know and we'll be happy to provide you with the information you need.

Reviews

  • Pawel Wloch

    (Translated by Google) We are very pleased with the services of Step by Step. We were buying our first house, we didn't know how it was done and our credit advisor Artur Bajdas did a great job guiding us step by step through this complicated process. I highly recommend! (Original) Jestesmy bardzo zadowoleni z uslug Step by Step. Kupowalismy nasz pierwszy dom, nie wiedzielismy jak to sie odbywa a nasz doradca kredytowy Artur Bajdas świetnie się spisał przeprowadzając nas krok po kroku przez ten skomplikowany proces. Bardzo polecam!

    08-05-2023
  • jakub kepa

    (Translated by Google) Help at the highest level, full professionalism. I would highly recommend. (Original) Pomoc na najwyższym poziomie, pełny profesjonalizm. Gorąco polecam.

    29-04-2023
  • Magdalena Rutkowska

    I wanted to say a big, big thank you to Lukasz Cichowski. We’re first time buyers, so we knew almost nothing about house buying, but Lukasz explained everything and led us through the process step by step, answering every single query, sharing his knowledge and experience and re-assuring throughout the way. He was constantly keeping in touch, spending time explaining us everything, guiding through and all the documents required, mortgage application process, insurance selection etc. He’s very easy to talk to, dedicated to his work and passionate about it and alongside with his positive attitude it’s a real pleasure to cooperate with him. Thanks to him all that tiring house buying process run smoothly and now we've got our house! Without no doubt I’ll recommend Step by Step and especially Lukasz to my friends and family.

    29-04-2023
  • Jacek Pronobis

    It was my second time I've used SBS. In both occasions, the service Łukasz and the team has provided was absolutely brilliant. Hassle and stress free, brilliant communication. Will definitely use again. Highly recommend. 5 star service. Thanks guys

    29-04-2023
  • Małgorzata Śmietana

    (Translated by Google) Professionalism in every respect. Thank you! (Original) Profesjonalizm pod każdym wzgledem. Dziękujemy!

    29-04-2023
  • Monika Warzecha

    (Translated by Google) I highly recommend! Thank you again! Grzegorz Szczepaniak guided us through everything very quickly, contact with him was sensational, he had a lot of patience to explain and help us everything and mainly thanks to him we pick up the keys to our first house in 5 days! Thanks also to Mrs. Jola!! (Original) Bardzo polecam! Jeszcze raz dziękuję! Grzegorz Szczepaniak poprowadził nas przez wszystko bardzo szybko, kontakt z nim był rewelacyjny, miał całe pokłady cierpliwości żeby nam wszystko wytłumaczyć i pomóc i głównie dzięki niemu za 5dni odbieramy klucze do naszego pierwszego domu! Podziękowania również dla Pani Joli!!

    29-04-2023
  • Gosia K

    (Translated by Google) I really recommend, Mr. Łukasz with his great knowledge and professionalism can find a solution in the most complicated case. (Original) Naprawdę polecam,Pan Łukasz swoją orgomna wiedzą i profesjonalizmem potrafi znaleźć rozwiązanie w najbardziej skaplikowanej sprawie.

    29-04-2023
  • Lordek Ludwiczek

    (Translated by Google) Professional staff are always willing to help, without them I don't know how I would manage to buy my first apartment (Original) Profesjonalna obsługa zawsze służą pomocą bez nich nie wiem jak dałbym sibie rade z zakupem pierwszego mieszkania

    29-04-2023
  • Pawel Gniewek

    (Translated by Google) Easy, fast and pleasant, that's how I can briefly describe cooperation with SBS. (Original) Łatwo szybko i przyjemnie tak w skrócie mogę opisać współpracę z SBS.

    29-04-2023
  • Grzegorz Szewczyk

    (Translated by Google) I highly recommend Step by Step Financial Solutions. Ewa Kamińska guided us through the entire process of purchasing our first property. We could count on professional and reliable help at any time. Thank you again for being with us from the beginning of the whole process to receiving the keys. (Original) Gorąco polecam firmę Step by step Financial Solutions. Ewa Kamińska przeprowadziła nas przez cały proces zakupy naszej pierwszej nieruchomości. W każdej chwili mogliśmy liczyć na fachową i rzetelną pomoc. Dziękujęmy jeszcze raz za bycie z nami od początku całego procesu do otrzymania kluczy.

    29-03-2023