Waverley Financial Services, Chartered Financial Planners - Basingstoke

Waverley Financial Services, Chartered Financial Planners

Located at 12 Waverley Ave, Basingstoke RG21 3JN, United Kingdom, Waverley Financial Services, Chartered Financial Planners is a highly-regarded financial services firm offering expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on financial consulting and investment services, this dedicated team of professionals is committed to providing exceptional service and support.

The firm specializes in a range of financial services, including pensions, investments, and retirement planning. Their knowledgeable and experienced advisors take the time to understand each client's unique needs and circumstances, offering tailored recommendations to help them make informed decisions about their financial future.

In addition to their expertise, Waverley Financial Services is known for their friendly and approachable staff. Tim, a prominent advisor at the firm, has been particularly praised for his compassionate and easygoing manner, which puts clients at ease and helps them feel confident in their financial decisions. Many clients have expressed their appreciation for Tim's detailed explanations and clear communication, which have helped them better understand their financial options.

Accessibility is also a key priority for Waverley Financial Services. The firm offers wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom facilities, ensuring that all clients can receive the high-quality service they deserve.

With an impressive 5/5 average rating based on 37 reviews on Google My Business, Waverley Financial Services, Chartered Financial Planners is highly regarded by their clients. Many reviewers have praised the firm for their exceptional service, expert guidance, and personalized attention. One client noted that Tim's friendly manner and clear explanations made them feel at ease and helped them better understand their financial options. Another reviewer highlighted Tim's quick response and thorough knowledge, which provided much-needed reassurance about their financial situation.

To learn more about Waverley Financial Services, Chartered Financial Planners, visit their website at waverleyfinancialservices.co.uk or contact them directly at 7913910504.

👍 Reviews of Waverley Financial Services, Chartered Financial Planners

GARY G.

5/5

Tim's friendly manner made me feel at ease, and he walked me though my pensions and made it simple which I could understand.
I would highly recommending Tim and Waverley services to anyone. Thank you Tim.

Danielle S.

5/5

Tim at Waverley was Fantastic!
I messaged Tim asking for some help regarding my Wife's pensions.
Tim phoned me back the following day and spent 15 minutes on the phone with me putting my mind at rest about my options and didn't want anything in return.
I will not hesitate to contact Waverley in the future if I am in need of further financial advise.

Ryan Sellars

Steven F.

5/5

Saw Tim at Waverley financial services, for advice on pension and finances for retirement, Tim was extremely friendly and professional providing well-informed advice for my situation, I would strongly recommend him to anyone needing personal financial advice. Thank you, Tim for your time

Ann J.

5/5

Tim was very approachable and friendly, and explained things in a clear and understandable manner. Would definitely recommend Tim and will most likely be using his services again in the future.

Louise B.

5/5

Tim has been very helpful in explaining in "English" the positive and negative points of my pension pots, giving me the information I need to plan my future. Thank you Tim.

Jade D.

5/5

Tim helped me today with a query I was struggling to get my head around. His advice was clear, concise and delivered in a way I could understand. I wouldnt hesitate in contacting Tim in the future for further guidance. Thankyou Tim.

Peter C.

5/5

I saw Tim to discuss pension option he was very informative. I will be making an appointment to see him again nearer to my pension date.

Mark D. S.

5/5

Tim has looked after our pension requirements for over 30 years and we find his advice thorough and invaluable. Apart from being fully qualified, and always up to date with the latest market and financial conditions, he has a wealth of knowledge gained from working many years in the pensions sector. We are so glad we met Tim all those years ago and highly recommend his services.