DALES Independent Financial Advisers - Newark - Newark

DALES Independent Financial Advisers - Newark: A Comprehensive Overview

DALES Independent Financial Advisers - Newark is a well-established financial planning firm located in the heart of Newark, United Kingdom. With a strong presence in Central Buildings, Middle Gate, Newark NG24 1AG, the company has been providing expert financial advice to clients for many years.

About DALES Independent Financial Advisers - Newark

• Address: Central Buildings, Middle Gate, Newark NG24 1AG, United Kingdom
• Phone: 1636870069
• Website: pndales.co.uk

Specialties and Services

At DALES Independent Financial Advisers - Newark, the primary focus is on financial planning. The experienced team of advisors work closely with clients to develop personalized financial strategies, addressing a wide range of needs, including pension reviews, investment planning, and mortgage advice.

Accessibility and Other Points of Interest

The office is wheelchair accessible, ensuring that clients with mobility issues can easily access the services provided. Additionally, the firm offers accessible restroom facilities, demonstrating its commitment to providing a comfortable environment for all clients.

Client Reviews and Opinions

The company has received 3 reviews on Google My Business, with an average rating of 3.7/5. Clients appreciate the extensive knowledge and expertise of the advisors, as well as the personalized approach taken to address their unique financial situations. One client noted that the firm provided "expert review of my pension and investments" and "fantastic support and advice throughout a tricky probate application."

Another satisfied customer commended the company's "extensive knowledge" and "informative and productive" approach to financial planning, stating that they are "a safe pair of hands in choppy financial waters."

Final Recommendation

For individuals seeking expert financial advice in Newark, DALES Independent Financial Advisers - Newark stands out as a reliable and knowledgeable choice. With a strong focus on personalized planning and a commitment to accessibility, this firm is well-equipped to help clients navigate the complexities of their financial futures.

We highly recommend reaching out to DALES Independent Financial Advisers - Newark to explore their services and learn more about how they can assist you in achieving your financial goals. Visit their website at pndales.co.uk to get started.

👍 Reviews of DALES Independent Financial Advisers - Newark

Ilya C.

5/5

Expert review of my pension and investments. Also helped me to remortgage, in order to raise capital. Philip gave fantastic support and advice, throughout a tricky probate application.

Brian S.

5/5

I would thoroughly recommend a visit to Philip at Dales for advice on a wide range of financial matters. Extensive knowledge is shared and applied in an informative and productive way. A safe pair of hands in choppy financial waters.

A M.

1/5

A terrible company I wouldn’t recommend to anyone. Not even a person I strongly dislike. The guy assigned to me took all my details, pretended to submit an application for an agreement in principle which he never did and I was left waiting around for three weeks thinking he’s working on my application. I knew he didn’t submit the application because I checked my credit file and usually you see recent searches both soft and hard searches but there was none for the period he said my application was refused.

I’m not sure if he was incompetent or he was just a terrible person!! I had to call him each week for an update on my application instead of him calling me or emailing me about the progress of my application. It wasn’t until today that I hadn’t received anything from him that I called him for an update which he didn’t pick up, I had to send him an email telling him his service isn’t needed anymore.

The same agreement in principle he said I was refused has now been done by a more professional practice today.

Stay away from Dale, they are time wasters and totally useless Company.