North Wales Independent Advice - Wrexham
Address: 5 Warrenwood Rd, Wrexham LL12 7RN, United Kingdom.
Phone: 1978313420.
Website: nwia.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of North Wales Independent Advice
North Wales Independent Advice: A Trusted Financial Planning Service
North Wales Independent Advice (NWIA) is a respected financial planning service dedicated to providing impartial and comprehensive advice to individuals and families in North Wales. Located at 5 Warrenwood Rd, Wrexham LL12 7RN, United Kingdom, NWIA operates with the core principle of putting the clientâs needs first, offering tailored solutions across a range of financial products and services. The company distinguishes itself through its independence, ensuring that recommendations are solely based on whatâs best for the client, free from any bias or conflicts of interest. They are committed to fostering long-term relationships built on trust and transparency.
Contact Information & Website
Potential clients can easily reach North Wales Independent Advice through the following channels:
- Phone: 1978313420
- Website: nwia.co.uk
The website provides a wealth of information about the services offered, including details on financial planning, mortgage advice, and life insurance. It also allows users to schedule appointments directly with a financial advisor.
Specialties & Services
The primary specialty of North Wales Independent Advice is financial planning. However, their expertise extends to:
- Mortgage Advice: Assisting clients in navigating the complexities of the mortgage market, securing the most suitable loan options based on their individual circumstances.
- Life Insurance: Providing guidance on life insurance policies, ensuring adequate coverage for loved ones in the event of unforeseen circumstances.
- Pension Planning: Helping clients plan for their retirement, maximizing their pension savings and investment strategies.
- Investment Advice: Offering tailored investment advice to help clients grow their wealth and achieve their financial goals.
NWIA prides itself on its ability to understand each clientâs unique financial situation, risk tolerance, and objectives, crafting bespoke strategies designed to meet their specific needs. They maintain a thorough understanding of the latest regulatory changes and market trends, allowing them to provide clients with up-to-date and informed advice.
Accessibility & Recommendations
NWIA is committed to providing accessible services to all clients. The office is equipped with a wheelchair-accessible car park, ensuring convenient access for individuals with mobility impairments. Appointments are recommended to allow for a detailed discussion of individual needs and to develop a comprehensive financial plan. This dedicated time frame allows the advisor to fully understand the client's goals and concerns, fostering a more personalized and effective advisory experience.
Client Feedback & Reputation
Based on publicly available feedback, North Wales Independent Advice consistently receives outstanding reviews. Currently, the company has 1 reviews on Google My Business, all of which reflect a remarkably positive experience. The average opinion is a solid 5/5, highlighting the high level of client satisfaction. Testimonials frequently emphasize the advisorâs dedication to providing honest, independent advice and going âabove and beyondâ to help clients secure the best possible outcomes. Specifically, clients appreciate the advisorâs approachable demeanor and their ability to clarify complex financial concepts in a clear and understandable manner. One client, Pete & Kate, noted the advisorâs exceptional assistance in resolving a previous advisorâs shortcomings, securing appropriate life cover policies.
Key Features & Benefits
| Feature | Description |
|---|---|
| Independence | Recommendations are unbiased, prioritizing the client's best interests. |
| Personalized Advice | Financial plans are tailored to individual circumstances and goals. |
| Expertise | Experienced financial advisors with in-depth knowledge of the market. |
| Accessibility | Wheelchair-accessible facilities and recommended appointments. |
Ultimately, North Wales Independent Advice strives to be more than just a financial advisor; it aims to be a trusted partner in helping clients achieve their financial aspirations. Their commitment to professionalism, integrity, and client satisfaction sets them apart in the competitive financial planning landscape.
👍 Reviews of North Wales Independent Advice
