3R Financial Services - Newark

3R Financial Services: Expert Financial Solutions in Newark, UK

3R Financial Services, located at Newark Beacon, Beacon Hill Office Park, Cafferata Way, Newark NG24 2TN, United Kingdom, is a reputable financial services company that offers a wide range of solutions to cater to its clients' diverse needs. With a phone number of 1636893155 and a website at 3rfinancialservices.com, the company has established itself as a trusted partner for financial planning, investment services, and more.

The company specializes in Financial planner, Financial consultant, Investment service, Life insurance agency, Mortgage broker, Pension office, and Tax preparation service. They are committed to providing personalized advice and solutions to help their clients achieve their financial goals.

Key Features and Services

• Online appointments: 3R Financial Services offers the convenience of scheduling appointments online.
• On-site services: The company provides comprehensive financial services at their office location.
• Wheelchair-accessible entrance and toilet: The office is designed to be accessible to all, including those with mobility challenges.
• LGBTQ+ and Transgender-friendly: 3R Financial Services creates an inclusive and welcoming environment for all clients.
• Appointment required: While walk-ins are welcome, it is recommended to schedule an appointment for optimal service.
• On-site parking: Clients can conveniently park their vehicles at the office premises.

The company has garnered a strong reputation, with 74 reviews on Google My Business, and an impressive average rating of 4.9/5. This demonstrates the high level of satisfaction among their clients.

👍 Reviews of 3R Financial Services

Andy N.

5/5

Well it’s been a year since i retired early after 37 years in the uk construction industry. A year ago Neil and Wayne provide excellent financial and retirement planning advice, proposing a short term protected annuity product which provided a healthy monthly income, whilst still preserving my pension lump sum which will be available to me at state retirement age. In-light of the political situation across the pond, the current challenges facing britain and the war in Ukraine which seems destined to run for many years😢, i just wanted to thank 3R Financial Services for fully understanding my financial needs and goals a year on. Without them i wouldn't have been able to enjoy a stress free, fit and healthy life-style over the past year. I thoroughly recommend 3R financial services especially Neil and Wayne who are undoubtedly well supported by their team allowing their financial product knowledge and enthusiasm for customer care allowing their clientele to make life choices at the right time. Thank you guys- a five star service👏
Andy Noble

anthony B.

5/5

Very Knowledgeable. They made sure we fully understood what we had and what we actually wanted to achieve and what we should expect no fantasy returns to get my business. Annual reviews carried out and regular updates.

Graham G.

5/5

Hi Nelson thank you for introducing yourself wishing you good luck in your chosen career I have been with 3R Financial Services a few years now and have always found them to be professional,friendly at all times and everything explained thoroughly nothing is to much trouble even if only a small enquiry thank you for the advice given would highly recommend

Edward D.

5/5

I’ve found Neil to be quick to respond, both to my communications and any change in the financial environment that will materially affect me. He has a good mix of conviviality with ability to explain the more complex and less favourable issues. Important in these financial turbulent times. I am confident I am in safe hands with Neil and have no hesitation in recommending him

Susan R.

5/5

Neil, Wayne and the whole team have helped me gain an understanding of my finances. A complete mystery to me before as to what I could do to safeguard my future is now clear and I can relax for the first time knowing I have been advised correctly.
They have their compliance protocols for my safety. Their wealth of experience is evident.
So thank you for all the good ideas and making the whole process easy.
My family are my main priority and I can now relax knowing we are all in good hands now and for the future.

Patrick D.

5/5

I can’t recommend 3R Financial services strongly enough. Neil has been managing my pension for the last two years advising on investments and clearly explains future prospects allowing me to confidently ‘sit-back’ and relax knowing that I am well catered for in my retirement. Regular updates and communications ensure that I am always informed about market fluctuations and their possible impact (which Neil mitigates to my advantage!)

Joanne B.

5/5

We have used Neils services for a number of years now and find him honest,reliable and very current with the advice he provides. We have monthly updates and advice to switch our pension fund elements or stay the same, as required.
He saved us a lot of money on our corporation tax this year through the advice he provided us with in relation to the purchase of a company electric car, so this also had a positive impact upon us personally.
No nonsense advice. No flannel.

Mike M.

5/5

I've been a customer of 3R for a good few years now and always found the service to be professional, knowledgeable, friendly and helpful. Neal has helped me set up a pension and advised me with appropriate care and professionalism. I would happily recommend 3R to anyone wanting careful and tailored financial advice.