Senate Financial Planning 49 Station Road, Knowle, Solihull B93 0HN
About the Business
Welcome to Senate Financial Planning, your one-stop solution for all your financial planning and insurance needs. We are a prominent establishment located in the picturesque locale and bustling hub of the Knowle area in Solihull, United Kingdom. Our institution is conveniently located at 49 Station Rd, Knowle, Solihull B93 0HN, which is easy to reach from various parts of the city.
At Senate Financial Planning, we understand the importance of financial planning, and for this reason, our team of experts is committed to helping you achieve your financial goals. Whether you need help with retirement planning, investment management, or estate planning, our experienced and licensed financial planners are here to guide you every step of the way.
We also offer a wide range of insurance services to ensure that our clients have complete protection and peace of mind. Our insurance services include life insurance, health insurance, auto insurance, homeowner's insurance, and much more. Our insurance agents are knowledgeable and will help you find the best insurance policy that suits your specific needs and budget.
We take pride in being a point of interest for our clients who place their trust in us. We strive to maintain a high standard of professionalism and service to ensure that our clients receive the best experience possible. Our personalized approach and attention to detail have earned us a reputation as one of the leading financial planning and insurance agencies in the area.
If you are looking for an institution that can help you achieve your financial goals and offer complete protection through insurance, look no further than Senate Financial Planning. Contact us or visit our location in Knowle, Solihull to explore how we can help you reach your financial goals.
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Location & Phone number
49 Station Rd, Knowle, Solihull B93 0HN, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Tom provided an excellent service and spent time explaining everything to do with consolidating my pensions and setting up an ISA. I would happily recommend Senate Financial Planning."
"Excellent pension advice from Tom, highly recommend. He gave me useful scenarios to think about then put all 6 pensions into one pot. Thank you, very professional service."
"Tom Daly is very professional and a thorough gentleman. He sorted out my mortgage very quickly, which wasn't a straight forward case. He went out of his way to arrange different insurances needed for the purpose. There's a fantastic team at Senate Home Ltd. You won't find a better company for the job- highly recommended."
"Highly recommend - Tom has helped us through our first mortgage process and made everything simple, easy & stress-free. Excellent service from start to finish and I will 100% be using Senate & Tom again in the future"
"I would highly recommend Tom Daly. He was amazing when helping me sort out my mortgage (he goes above and beyond), as i really didn't know where to start. He was really helpful all the way through my process. I will be using Tom in 2 years time to help me find a cheaper mortgage, as i feel he gets you the best deals and without all the hassle and Tom's fees are worth every penny."
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