Financial Consultants
West Country Financial
West Country Financial is a financial consultancy firm based in Tavistock, England. They specialize in providing a range of financial services to individuals and businesses. Their team of experienced financial consultants work closely with clients to understand their unique needs and develop tailored solutions to help them achieve their financial goals. West Country Financial is committed to providing excellent customer service and delivering results that exceed expectations.
Introduction to West Country Financial
West Country Financial is a financial consulting firm based in Tavistock, England. The company has been in operation for over 20 years and was founded with the goal of providing personalized financial services to individuals and businesses. What sets this company apart from others in the industry is its commitment to creating customized financial strategies for each client to help them achieve their unique financial goals.Services & products
West Country Financial offers a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and more. The company's team of experienced financial consultants are dedicated to working closely with each client to understand their specific financial needs and create a tailored plan to help them achieve financial success.Location
Located in Tavistock, West Country Financial is situated in a vibrant and bustling area with a variety of businesses and attractions nearby. The town is known for its historic architecture, bustling market, and stunning natural beauty, making it a popular destination for tourists and locals alike. The nearest public transportation options include Tavistock Bus Station (0.5 miles), Gunnislake Train Station (4.5 miles), and Plymouth Train Station (17 miles).Benefits
Customers should choose West Country Financial because of the company's dedication to providing personalized financial services. The team of financial consultants takes the time to understand each client's unique financial situation and create a customized plan to help them achieve their goals. Additionally, the company has a track record of success and has helped numerous clients achieve financial success over the years.Good to know
Customers should be aware that West Country Financial is a fee-only financial consulting firm, meaning that the company does not receive any commissions or other compensation for recommending specific investments or financial products. This ensures that clients receive unbiased advice and recommendations that are truly in their best interest.Reviews
Customers have praised West Country Financial for its personalized approach to financial consulting and its knowledgeable and experienced team of financial consultants. Clients have noted that the company's customized financial strategies have helped them achieve their financial goals and that the team is always available to answer questions and offer support. Overall, customers have been highly satisfied with the services provided by West Country Financial.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance planning. We work with our clients to create a personalized financial plan that meets their specific goals and needs.What experience do your financial consultants have?
Our financial consultants have extensive experience in the industry and are highly qualified professionals. They hold various certifications and licenses, and regularly attend training and education programs to stay up to date with the latest industry trends and regulations. We are proud of our team's expertise and their ability to provide top-notch financial advice and services to our clients.How do you charge for your services?
We charge for our services based on the complexity of the financial plan and the services required. We work with our clients to create a transparent fee structure and ensure that they understand the costs involved. We believe in providing value for our clients' money and strive to keep our fees competitive within the industry.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients over the years and are happy to share their experiences with potential new clients.How will you tailor your services to meet my specific financial goals and needs?
We understand that each of our clients has unique financial goals and needs. That is why we work closely with them to create a personalized financial plan that takes into account their individual circumstances. Our financial consultants have the expertise and knowledge to provide customized advice and services to help our clients achieve their financial objectives. We are committed to providing a high level of service and support to our clients throughout their financial journey.Reviews
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Martin Caruana
Vicki Swann has been helping me with my personal pensions. I feel I am in very safe hands and trust I will have sound advice in my personal and business financial matters.
18-06-2019
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Adam Taylor
18-06-2016
