Every Step Financial Services - Halifax

Every Step Financial Services is a reputable financial consulting firm located in Halifax, United Kingdom. Their office can be found at the address Croft Myl, W Parade, Halifax HX1 2EQ. With a phone number of 7434153523, potential clients can easily reach out to them for any inquiries or assistance they may need. The company's website, everystepfs.co.uk, provides comprehensive information about their services and expertise.

The firm specializes in financial consultancy, offering tailored advice to individuals and businesses seeking to manage their finances effectively. They have a team of experienced professionals who are dedicated to helping their clients achieve their financial goals and secure their future.

Interestingly, Every Step Financial Services has received overwhelmingly positive reviews. Currently, the company has nine reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. This reflects their commitment to providing high-quality services and building lasting relationships with their clients.

👍 Reviews of Every Step Financial Services

Grace C.

5/5

Jo is a an actual lifesaver. I was on the hook for a >£100k inheritance tax bill after an 18 month probate process. My lawyer had tried everything, and we were in dire straits - the bill exceeded what was available in cash to pay it. I got second and third opinions from lawyer friends… No one had any better news for us. In desperation I turned to Jo who immediately spotted that I was entitled to transfer some of my deceased father’s allowance since my parents never divorced. SOMETHING MY LAWYER COMPLETELY MISSED! Unlike Jo, he’d just assumed that because they weren’t together, they were divorced. Jo takes the time to know her customers, assumes nothing, listens to EVERYTHING and that, along with her razor sharp mind and fairly recent training means she is on top of all the most recent legislation and can get the very best outcomes for her clients. My bill dropped to £8.5k thanks to Jo’s knowledge and intelligence and I am forever in her debt. Thank you, Jo. I cannot sing your praises highly enough, and my mum would be so, so grateful to you 🙏🏼

Helen J.

5/5

I've worked with Jo for a few years now & she is extremely approachable & friendly. Her advice has helped so much in understanding about my future finances.
She actually talks in a language that I understand & makes it easy to get to grasps with financial stuff which is not my forte.
I have recommended Jo to friends & family & they have benefitted from her advice too.

Geraldine J.

5/5

Jo was so helpful. After having concerns on some financial queries, Jo was very knowledgeable and reassuring. She helped put my mind at ease and has given me confidence in moving forward.

Frank J.

5/5

I am delighted to speak on behalf of JOANNE FLANAGAN of Every Step Financial Services. Joanne has provided financial advice to my wife and I for some time now and she has always offered this advice in a most professional manner. She listens carefully to our views and reflects them in her judgements. For many years Joanne ably monitored our investments and offered us advice on the way forward.
Recently however Joanne has gone beyond what we could have expected as she has supported us with help, compassion, and understanding during our daughter's difficult divorce. We have had to loan our daughter much of our savings to fund her legal bills which have come in at irregular and sometimes unexpected moments. Joanne has always been there to with advice and help organising the arrangements and managing our withdrawls. She has proved herself a true friend as well as a financial adviser. When the divorce is settled and the loan repaid I look forward to reinvesting our savings with Joanne and Every Step. Thank you Joanne
Frank Jeffs 14/12/24

Joelle B.

5/5

Absolutely incredible service! Joanne took the time to sit with us, talk to us (not at us!) and understand our very complex, individual circumstances. Her advice was unbiased, considered and perfectly suited to our needs. Highly recommend!!

Andrew L. B.

5/5

First class service, with Joanne going above and beyond the call of duty. She is always available for a chat about plans, keeps me informed and quickly actions changes when needed. Can not recommend highly enough

Darren C.

5/5

Joanne was brilliant. listened to what I needed and then went through my pensions and explained what was going on with them. Would seriously recommend Joanne to all my friends & colleagues.

Alan I.

5/5

Jo has helped my wife and me with our pension planning and given us general financial advice. She is extremely knowledgable and helpful and we can highly recommend her services.