Finli (FA92) Ltd, formerly FA92 Wealth Group Limited - Warwick

Finli (FA92) Ltd: A Comprehensive Overview

For individuals and families seeking expert financial planning and reliable mortgage brokerage services, Finli (FA92) Ltd, formerly known as FA92 Wealth Group Limited, presents itself as a dedicated provider. Located at The Old Barn, Barford Hill, Sherbourne, Warwick CV35 8AA, United Kingdom, and reachable at 3451849292, Finli is committed to assisting clients with their diverse financial needs. Currently, the company maintains an online presence through its website – – indicating a potential focus on direct client interaction and personalized service. This report provides a detailed examination of Finli, focusing on its history, services, accessibility, and client feedback, offering valuable insights for prospective clients.

Company Background and Specialties

Finli (FA92) Ltd evolved from FA92 Wealth Group Limited, signifying a strategic shift in focus while retaining a strong foundation of expertise. The company specializes in two key areas: financial planning and mortgage brokerage. Their financial planning services encompass a broad range of offerings, including retirement planning, investment management, estate planning, and tax optimization strategies. They tailor these plans to meet the unique circumstances and goals of each client. Regarding mortgage brokerage, Finli assists clients in navigating the often complex process of securing a suitable mortgage, comparing loan options from various lenders, and securing the most favorable terms. The transition from FA92 Wealth Group Limited suggests a renewed emphasis on direct client service and a streamlined approach to financial guidance.

Location and Accessibility

The company’s physical address – The Old Barn, Barford Hill, Sherbourne, Warwick CV35 8AA – provides a tangible point of contact for clients. Finli prioritizes accessibility for all clients, demonstrated by the following features:

• Wheelchair-Accessible Car Park: Ensuring convenient access for individuals with mobility limitations.
• Wheelchair-Accessible Entrance: Facilitating easy entry into the premises.
• Wheelchair-Accessible Toilet: Providing essential facilities for clients requiring them.
• Toilet Facilities: Standard restroom provisions are available.
• Appointment Required: Clients are required to schedule an appointment in advance, allowing for efficient resource allocation and personalized attention.
• Appointments Recommended: While walk-ins may be considered, scheduled appointments are strongly recommended to maximize the quality of the consultation.
• Online Appointments: The company offers the convenience of virtual appointments, expanding accessibility for clients located remotely or with scheduling constraints.

These features underscore Finli's commitment to inclusivity and client comfort, promoting a welcoming and accessible environment for all.

Client Feedback and Reputation

Currently, Finli (FA92) Ltd has 0 reviews on Google My Business. This lack of publicly available reviews presents a challenge in assessing the company's overall reputation. The average opinion is 0/5, indicating a currently nascent feedback profile. However, this doesn't necessarily reflect the quality of service provided; it simply signifies that client reviews are currently unavailable for public scrutiny. It's recommended that prospective clients actively seek out independent testimonials or conduct thorough due diligence before engaging with the firm.

Recommended Information for Prospective Clients

Before engaging with Finli (FA92) Ltd, potential clients are advised to:

• Schedule an Appointment: Contact the firm at 3451849292 to arrange a consultation.
• Inquire about Fees: Understand the fee structure associated with their financial planning and mortgage brokerage services. Transparency regarding costs is crucial.
• Verify Credentials: Confirm the qualifications and experience of the financial advisors.
• Request Case Studies: Request examples of successful client outcomes to gauge the firm’s capabilities.
• Explore Online Resources: While the website is currently blank, checking for any downloadable brochures or informational materials can provide valuable insights.

Due to the absence of client reviews, it’s particularly important for potential clients to conduct their own research and seek independent verification of Finli’s services and expertise.