Bainlye Drake Wealth - Southport

Overview of Bainlye Drake Wealth

Bainlye Drake Wealth, conveniently located at 92-96 Lord St, Southport PR8 1JR, United Kingdom, stands out as a premier financial planning firm in the region. With a dedicated phone line Phone: 1704336777 and a professional website bdwealth.co.uk, this company offers comprehensive services tailored to individuals seeking to secure their financial future.

Key Features and Location

Located in a wheelchair accessible area of Southport, Bainlye Drake Wealth is committed to ensuring all its clients, including those with mobility needs, can access their services comfortably. The establishment boasts a wheelchair accessible parking lot and a restroom, demonstrating their dedication to inclusivity.

Specialties and Services

The firm specializes in financial planning, a critical service for anyone looking to make the most of their money and achieve long-term financial goals. With experts like Simon, known for being approachable, knowledgeable, and customer-focused, clients can trust Bainlye Drake Wealth to help them navigate the complexities of financial planning with ease.

Customer Opinions and Experience

Bainlye Drake Wealth has garnered a commendable reputation, as evidenced by the 26 reviews on Google My Business, boasting an impressive average opinion of 5/5. Clients like Simon have praised the firm for its responsive and supportive approach, especially during challenging times like the pandemic. Regular updates via newsletters, emails, and team meetings showcase the company's commitment to keeping clients informed and engaged.

Recommendation for Prospective Clients

For anyone seeking reliable financial guidance, Bainlye Drake Wealth is an excellent choice. Their team's expertise, combined with a client-centric approach, ensures that every individual's unique financial situation is addressed with personalized solutions. The office's welcoming atmosphere and accessible facilities add to the overall experience, making it a comfortable space for clients to discuss their financial aspirations.

To take the first step towards securing your financial future, we highly recommend visiting their website bdwealth.co.uk to learn more about their services and how they can assist you. Whether you're planning for retirement, saving for your children's education, or looking to optimize your investment portfolio, Bainlye Drake Wealth has the expertise to help you achieve your goals.

Don't miss this opportunity to partner with a firm that values your financial well-being and is dedicated to helping you succeed. Contact Bainlye Drake Wealth today and take your financial planning to the next level.

👍 Reviews of Bainlye Drake Wealth

DEBORAH T.

5/5

Simon has been my financial advisor for a few years now , he is very approachable, extremely knowledgeable and listens to you so that you can fulfil your wants and needs in retirement. . During the pandemic he has been in regular contact via news letters and emails and team meetings and always makes himself available . I would highly recommend him to help anyone with their financial planning and achieve their long term goals .The support of Jamie in the office has also been first class . Thank you so much for all you do .

Liz L.

5/5

Simon started as my husband's pension provider about 10 years. Hes knowledgeable, clever & a great guy to chat to. He explains everything very clearly & never shys away from any questions. Hes now looking after my small pension pot & that has already grown by £1000 since Feb! We have never felt pressurised by him & would thoroughly recommend him

debbie C.

5/5

We met Simon Drake some 4 year ago when transferring my husbands Bank pension. Best decision we made in the world of financial services when you just want someone to talk without jargon, explain your options fully, and all in a very professional manner. We have regular updates, and have full confidance that if you have a query, Simon is always there to deal with it. Would highly recommend his services to anyone looking for a Pension review in this highly regulated sector.

Geoffrey M.

5/5

Would highly recommend the service I received from the team at Bainlye Drake Wealth. They have recently handled the transition of my former works pension and a private pension to a new combined pension scheme to meet my future financial requirements in my retirement years. The options presented to me were comprehensive and clear and made the process of transferring so much more pleasant and easier for me to deal with. The team also kept me well informed throughout the transition period. A smooth process that left me highly satisfied with the service I received.

Asam I.

5/5

Simon has been dealing with my finances for over 5 years now. He has always been very professional and extremely knowledgable. Simon actually listens to your needs unlike others who just want to sell you a policy and then forget about you. I would recommend him to anybody who is serious about their pension.

karen B.

5/5

Simon is friendly and very knowledgeable, thankfully very patient with us. Our previous pension made no money what so ever so we turned to Bainlye Drake Wealth and thanks to Simon and his clever investments we are in a much better position now than we have ever been, The growth of our pension in twelve months has been staggering and I would not hesitate to recommend Bainlye Drake Wealth. Thank you Simon you really have been amazing

Phil S.

5/5

I've been using Bainlye Drake Wealth for almost 10 years now, following a non obligatory pension check, and have received wonderful personal service from Simon Drake. He has helped consolidated our family's pensions and savings and has always gone the 'extra mile' to assist when we had any issues. We always look forward to our yearly review and count Simon not only as a personal advisor but a personal friend.

lesley W.

5/5

Simon has been my financial advisor for a few years now , he is very approachable, extremely knowledgeable and really cares about you as an individual and what you want to achieve from your pension . During this pandemic he has been in regular contact via news letters and emails to reassure me . I wouldn’t trust anyone else and I would highly recommend him (and have done) to help anyone with their financial planning and achieve their long term goals .
Thanks Simon