75point3 Ltd - Colwyn Bay

Introduction to 75point3 Ltd

75point3 Ltd, situated in the heart of Colwyn Bay, United Kingdom, is a distinguished financial planning and wealth management firm that has been serving its clients for over two decades. With a strong commitment to enhancing the services of its partners and helping individual clients and family businesses achieve their financial goals, 75point3 Ltd has carved a niche for itself in the competitive financial services industry.

Main Services

75point3 Ltd offers a comprehensive range of financial services, tailored to meet the unique needs of its clients. Their main services include:

• Investment Planning: The company provides expert guidance on investment strategies, helping clients grow their wealth through careful asset allocation and diversification.
• Pension Planning: 75point3 Ltd assists clients in preparing for retirement by offering advice on pension schemes, helping them secure a comfortable future.
• Protection Planning: The firm offers risk management solutions, including life insurance, health insurance, and income protection, to safeguard clients' financial well-being.
• Inheritance Tax Planning: 75point3 Ltd helps clients navigate the complex landscape of inheritance tax, providing strategies to minimize tax liabilities and preserve wealth for future generations.
• Business Advice: The company offers bespoke financial advice to businesses, covering areas such as corporate finance, succession planning, and employee benefits.
• Mortgage Advice: 75point3 Ltd provides expert guidance on various mortgage types, including first-time buyers, remortgages, home movers, buy-to-let, and equity release.
• Commercial Mortgages and Bridging Finance: The firm offers specialist advice on commercial mortgage solutions and bridging finance to help businesses secure the funding they need.

Location and Access

75point3 Ltd is conveniently located at Beecholme, Pwllycrochan Ave, Colwyn Bay LL29 7BW, United Kingdom. The office is situated in a prominent business area, making it easily accessible for clients. The closest train station, Colwyn Bay railway station, is approximately a 10-minute walk away. Several bus services also operate nearby, providing convenient public transportation options. For those traveling by car, free on-street parking is available in the vicinity, ensuring clients a hassle-free journey to the office.

Featured Characteristics

75point3 Ltd stands out in the industry due to several unique characteristics that set it apart from its competitors:

• Holistic Approach: The firm believes in providing personalized, holistic financial planning that takes into account each client's unique circumstances, goals, and aspirations.
• Collaborative Nature: 75point3 Ltd has established strong collaborations with various professionals, including accountants, solicitors, and stockbrokers, to enhance the services provided to its clients.
• Highly Qualified Team: The company's team of financial planners is highly qualified and committed to continuous professional development, ensuring that clients receive the best possible advice.
• Transparent and Ethical Practices: 75point3 Ltd is committed to operating with the highest ethical standards, ensuring clients receive transparent, unbiased, and independent advice.

Practical Information

To make the most of your visit to 75point3 Ltd, here's some practical information to keep in mind:

• Opening Hours: The office is open Monday to Friday, from 9:00 AM to 5:00 PM. However, it's recommended to book an appointment in advance to ensure a financial planner is available to meet your needs.
• Contact Information: You can reach 75point3 Ltd by phone at 1492877299 or via email at [email protected]. Alternatively, you can visit their website at 75point3.co.uk for more information.
• Initial Consultation: The firm offers an initial consultation at their expense, allowing potential clients to discuss their financial needs and goals without any obligations.

Positive Aspects from Reviews

Although 75point3 Ltd currently has 0 reviews on Google My Business, its commitment to client satisfaction and personalized service is evident in the numerous testimonials and positive client feedback available on their website. Clients commend the company's expertise, professionalism, and approachability, highlighting the following aspects:

• Expert Knowledge: Clients appreciate the in-depth knowledge and experience of the financial planners at 75point3 Ltd, who have helped them navigate complex financial landscapes and make informed decisions.
• Personalized Service: The firm's commitment to delivering personalized, tailored financial plans has been praised by clients, who feel that their unique circumstances and goals are taken into account.
• Clear Communication: 75point3 Ltd's ability to explain complex financial concepts in simple, easy-to-understand terms has been highlighted by clients, who appreciate the transparent and straightforward approach.
• Long-term Relationships: Many clients have praised the firm's focus on building long-term relationships, with some having worked with 75point3 Ltd for several years, testament to the high level of service and satisfaction they receive.