Clifford Davis Financial Planning 2 Athenaeum Road, London N20 9AE
About the Business
Welcome to Clifford Davis Financial Planning, your go-to institution for all your financial planning needs. We are a top establishment in the field of finance, located at Suite No 106 The Brentano Suite, 2 Athenaeum Rd, London N20 9AE, United Kingdom. Our institution is dedicated to helping individuals, families, and businesses achieve their financial goals and aspirations through sound financial planning.
At Clifford Davis Financial Planning, we believe that every individual deserves access to holistic, tailored financial advice. Our team of experienced financial planners work closely with our clients to understand their unique financial situation and develop customized solutions to help them achieve their goals. We offer a range of services, including investment advice, retirement planning, estate planning, tax planning, and more.
Our advisors have undergone rigorous training and possess the necessary qualifications and certifications to give you peace of mind knowing that your financial future is in safe hands. We remain up-to-date with the latest market trends and regulations to provide you with the best advice possible. We are committed to ethical practices, and our advice is always delivered with the utmost transparency and integrity.
Our institution is not only a reputable financial planning firm but also a point of interest in the community. We pride ourselves on our involvement in local events and our active participation in community development initiatives. Our institution is a welcoming and inclusive space for all, and we are always ready to assist individuals and businesses with their financial planning needs.
If you are looking for a trusted institution to help you achieve your financial goals, look no further than Clifford Davis Financial Planning. Get in touch with us today and take the first step towards securing your financial future.
Photos
Location & Phone number
Suite No 106 The Brentano Suite, 2 Athenaeum Rd, London N20 9AE, United Kingdom
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
09:00 - 13:00
Sunday:
Closed
Reviews
"My partner and I met Clifton Smith, in May '22. Clifton provided us with clear guidance and professional advice during our mortgage application process. Clifton is knowledgeable, helpful and always strives to deliver a positive outcome for his clients. We would highly recommend Clifton!"
"Excellent service with sorting out our mortgage! Clifton was always available to have a chat if we had any questions and took a lot of stress out of the process. Would highly recommend!"
"I had an initial enquiry regarding a commercial mortgage. I am so impressed with the way Clifton explained everything. I was new to the commercial mortgage side and Clifton took his time to detail every little bit. At this time I cannot afford to go ahead with the mortgage but I will most definitely be returning. Thank you"
"We've used Clifton for our two house moves and mortgage renewals and other insurance products for 10+ years and would wholeheartedly recommend his services. Clifton has found us some great deals but is always careful to ensure we understand all the options available in order to make the right choice for our situation. He's very responsive, clear with regards to timescales and nothing is too much trouble."
"Recommend for all, especially those of you that generally need guidance and support in buying your first home. I am an only parent with a young child and thought buying a home was out of scope completely. My personal situation changed drastically over the last year which put me into a sticky situation with housing. I was in a position where I wanted to buy a house but felt it was unachievable. I found a beautiful house that I so wanted but, it was 'for sale' rather than ' to rent' - With rent naturally being a similar cost as a Mortgage, I spoke with Clifton. Clifton explained what I would need to obtain a Mortgage and offered the relevant advice to get me to where I needed to be. I presented Clifton with my criteria, he then guessed the lender before we even started looking which illustrates the knowledge that Clifton has of the Market. Almost instantly the ball was rolling, Clifton guided me through everything, filling in relevant documents for me, liaising and chasing all of the other companies involved. The house that was for sale, is now going to be mine! I couldn't ask for a better mortgage broker. I am so so thankful to have had Clifton and will absolutely be recommending him to friends, family and anyone who asks for a broker. Thank you so much Clifton for all of your hard work, you are an absolute boss of a broker, I am very thankful for the profound impact you have had on our lives."
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