Financial Affairs Reviews 28

Possessing a Personal Pension Pot I hadn't touched and not sure how to proceed I was advised to speak with Ashley at Financial Affairs, which proved to be an excellent move.
After several meetings and discussions we had a plan of action and Ash got the ball rolling.
I now have my finances in order and was kept in the loop at all times and having been impressed by the efficiency and professionalism of Ashley I would not hesitate to recommend him and Financial Affairs to friends and family.

Professional and personalised service with a lovely human touch

Absolutely fantastic service from start to finish 👏

I set up my own business last year, and didn't know much about what kind of insurance to get, or even how! The staff at Financial Affairs (Luke, in particular) were so helpful in talking me through every step and explained everything clearly. I recently renewed my insurance with Financial Affairs, and got the same great service

I had a complex insurance requirement that I was struggling getting help with. I was recommended to Financial Affairs and it was the best recommendation I've had in a while.
They were helpful, friendly, thorough in their approach to identify my specific needs and came back to me quickly with a suitable policy that was very competitively priced.
I highly recommend Financial Affairs and am grateful for their help.

Brilliant advice, best company around

Excellent service always get in touch in advance to iron out query’s if needed and available to speak to for advice

Amendments to the policy were changed quickly with no fuss. Team at Financial Affairs were first rate. Will use again.

I recently renewed my insurance policy, a couple of details had to be amended. Luke dealt the renewal, nothing was too much trouble. He was polite, professional and efficient.
Thank you.

I am writing to thank Financial Affairs, especially Harley Clarke and his Team for giving me great
service and assistance with a problem that has been drawn out nine months this year.
When I retired over 6 years ago I had a number of pension funds with various providers, which I
decided to transfer all but one of the funds into a Main Pension Fund, leaving this Other Fund to
grow by itself over a period of time.
In early 2023 unfortunately our son aged 45 years died during the pandemic. At the beginning of
2024 we decided to draw down the cost of a memorial stone for his grave from this Other Fund,
having given the ground time to settle to take a stone.
This Other Fund however seemed to be slightly obstructive, I contacted them on number of
occasions, and had to wait each time for fourteen days minimum to get a response to simple
requests for a statement of the fund balance. Over a period of six months I received three such
statements. Then it came to arranging a draw down of some of the funds, at which stage I hit a
‘brick wall’.
At this stage we discussed our problem with Harley Clarke in order to get a result to what had
turned into ‘our quest’, and agreed to transfer the Other Fund into the Main Fund, and draw down
funds from the Main Fund. Thankfully Harley Clarke took the matter on, and managed to get the
necessary forms and then had to chase the Other Fund for them to action the submitted forms as per
my instructions.
Thankfully today the draw down has arrived at the beginning of October, and we can only express
our sincere thanks to Harley Clarks and the Team for all their endeavours on our behalf.

My husband and I just met with Alan Walsh at Financial Affairs, and I'm so glad we did. He answered all of our questions in a straightforward way, and he's also a heck of a nice guy. He definitely gets a two thumbs up from me!

At Pendle Polymer Engineering we have used Financial Affairs for several years to manage all our commercial insurance policies and I cannot sing the praises of Helen highly enough. She always has our interests at heart and works hard to find the right cover for us at a competitive price.

I conside myself to be reasonable financially literate, but since "pension freedoms" in 2015, HMRCs rules around pensions are well beyond my comprehension. I needed some good advice before starting to draw down and fortunately was put in touch with Matthew at Financial Affairs. He was brilliant, checked the rules, did calcualations and explained clearly where my position lies. My anxiety levels are much reduced thanks to his help!

I had the pleasure of working with Matthew recently to help on a number of queries around effective tax management, saving recommendations and pension contributions. What felt like a complex calculation in my head, was made to feel substantially more straight forward following the discussion with Matthew, who was able to look at it from various angles to poke and probe how to get the 'biggest bang for your buck'. He's clearly very knowledge in this area, very personable and I would feel comfortable recommending him to others.

Emailed for advise on insurance, had a detailed reply from Kacey, informing us of our options. The response was prompt, helpful and lots of useful options. Would highly recommend Financial Affairs for your business and personal needs. Our company is very satisfied with the service we receive.

The adviser was courteous and helpful and to the point.

Financial Affairs is a professional and friendly business reflecting family values. Their advisers are approachable, knowledgeable and well-informed. They explain everything at client level and only advise on what fits the client's circumstances and interests. would highly recommend them to anyone looking for unbiased, professional, bespoke advice on Insurances and Pensions

Prompt and efficient

Looked online for quotes and got frustrated and did not really know what i was buying.
Rang caroline and everything was explained and the price was good. Happy bunny cheers.