Wharf Financial Services Ltd
Wharf Financial Services Ltd is a finance brokerage company based in Westcliff-on-Sea, England. They offer a range of financial services to their clients, including investment advice, insurance, and loans. With their expertise in the industry, they are committed to providing their clients with the best financial solutions to meet their needs. As finance brokers, they work with a variety of lenders and financial institutions to find the best deals for their clients. Contact Wharf Financial Services Ltd for all your financial needs.
Introduction to Wharf Financial Services Ltd
Wharf Financial Services Ltd is a company that provides financial services to clients in the UK. Founded in 2005, the company has been helping individuals and businesses with their financial needs for over 15 years. What makes Wharf Financial Services unique is their personalized approach to each client, taking the time to understand their specific needs and tailoring their services accordingly.Services & Products
Wharf Financial Services offers a range of financial services including financial planning, investment advice, and mortgage advice. They also provide assistance with insurance and pension plans. Clients can trust Wharf Financial Services to provide expert guidance and support in all financial matters, helping them to achieve their financial goals.Location
Wharf Financial Services is located at 11 The Dr, Westcliff-on-Sea, Southend-on-Sea, Westcliff-on-Sea SS0 8PL, United Kingdom. The area is a bustling suburban town in Southend-on-Sea, with a mix of residential and commercial properties. Customers can expect to find a variety of shops, restaurants, and cafes in the area, as well as easy access to the beach. The three closest public transportation options are Westcliff-on-Sea Station (0.6 miles), Southend Victoria Station (1.3 miles), and Prittlewell Station (1.3 miles).Benefits
Customers should choose Wharf Financial Services because of their personalized approach to financial services. The company takes the time to understand each client's unique needs and tailors their services accordingly. Wharf Financial Services also has a team of experienced and knowledgeable finance brokers who are dedicated to helping clients achieve their financial goals.Good to know
Customers should be aware that Wharf Financial Services is a regulated company and is authorized and regulated by the Financial Conduct Authority (FCA).Reviews
Customers have praised Wharf Financial Services for their excellent customer service and personalized approach to financial services. Clients have appreciated the company's attention to detail and their ability to provide expert guidance on complex financial matters.Amenities
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computer -
internet access
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meeting room
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private office
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financial advice
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investment advice
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insurance advice
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tax advice
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financial planning
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investment planning
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insurance planning
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tax planning
FAQ
What types of financial products and services do you offer to customers?
We offer a wide range of financial products and services to our customers, including but not limited to mortgage advice, insurance, investments, and pensions. We work with various lenders and providers to ensure that our customers have access to the best financial options available.What is your level of experience in the finance industry?
Our company has been in the finance industry for over 20 years, and our team of finance brokers has a combined experience of over 50 years. We have a deep understanding of the financial market and regulations that govern it, which allows us to provide expert advice and solutions to our clients.Can you provide examples of successful financial solutions you have provided to past clients?
We have helped many clients achieve their financial goals, from securing a mortgage to investing in the stock market. Our success stories include helping a first-time buyer purchase their dream home, assisting a business owner in securing a loan for expansion, and providing retirement planning advice to a couple nearing retirement age.What fees and charges can customers expect when using your services?
Our fees and charges vary depending on the type of service and product that our customers require. We are transparent about our fees and charges, and we always provide our clients with a breakdown of costs before any financial solution is agreed upon. We adhere to industry standards and regulations when it comes to fees and charges.How do you ensure transparency and compliance in your financial dealings with clients?
Transparency and compliance are integral to our business model. We are regulated by the Financial Conduct Authority (FCA) and follow their guidelines and regulations to ensure that we operate ethically and transparently. We also have a robust compliance framework in place that includes regular training and monitoring to ensure that our staff adheres to all regulatory requirements. We provide our clients with clear and concise information, including the risks associated with any financial product or service we recommend.Reviews
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Graham Ford
Joe is the whole package, short review whatever star count reviews have, he exceeds that in every area. Long review, I was introduced several years ago now to a company Wharffinancial who assigned Joe to be my contact, Joe took time to listen, understand, offer advice and guide me in the process of moving my property / financial situation forward in an informed direction. Joe is hard working, he always returns my calls, he is not put off by problems, he committed to getting the best deal, and he is friendly. I cannot recommend Joe highly enough, anyone not doing business with him, either has someone super-human they are working with, or they are with the wrong person. He has done several pieces of work for me; I have been more than happy with all of them and WILL NOT be changing to any other company or person. Joe is a rare find.
30-08-2022
