Expert financial advice made easy
At Easy Financial Services, we pride ourselves on providing a comprehensive range of financial services, tailored to meet the unique needs of our clients. With over 20 years of experience in the financial services industry, our founder, Vince Bartley, has built a team of experts dedicated to providing expert financial advice to individuals and businesses across the UK.
Our Services
Our services include mortgage advice, pension planning, investment guidance, and insurance protection. We understand that every individual's circumstances are unique, which is why we take the time to understand your goals, aspirations, and concerns before providing personalized advice.
Our mortgage advice service covers all types of clients, including first-time buyers, buy-to-let investors, and expatriates. We have access to a vast range of mortgage products, ensuring that we can find the most suitable deal for your individual circumstances.
Our pension advice service includes guidance on new and existing pension plans, annuities, drawdowns, stakeholder pensions, pension transfers, and final salary pensions. We believe that planning for retirement is crucial, which is why we offer free, no-obligation initial consultations with our pension expert.
In addition to mortgages and pensions, we also provide investment advice on a range of products, including stocks and shares, ISAs, and onshore and offshore bonds. Our insurance services include life insurance, accident, sickness, and critical illness cover, as well as income protection.
Our Process
At Easy Financial Services, we believe in transparency and communication. Our process is designed to ensure that you receive personalized advice, tailored to your individual circumstances. We take the time to understand your goals, aspirations, and concerns before providing expert advice.
Our process involves an initial meeting to discuss your requirements, followed by a thorough analysis of your situation. We then present you with a range of suitable options, ensuring that you make an informed decision about your financial future.
Meet Our Team
Our team is led by Vince Bartley, our Principal Financial Adviser, who has over 20 years of experience in the financial services industry. Our team also includes Gary Inglis, our Business Manager, who has over 30 years of experience in the financial services market. Vinnie Kelly, our Financial Planner, has recently qualified as a financial planner and is currently studying to obtain his mortgage licence.
Why Choose Us
At Easy Financial Services, we pride ourselves on our expertise, professionalism, and dedication to providing exceptional customer service. We understand that making decisions about your financial future can be daunting, which is why we are committed to providing clear, concise, and unbiased advice.
Whether you are looking for mortgage advice, pension planning, investment guidance, or insurance protection, we are here to help. Contact us today to arrange a free, no-obligation consultation and let us help you achieve your financial goals.
Overview
The reviews highlight the exceptional service provided by Easy Financial Services, with a focus on the expertise and professionalism of their staff, particularly Vinnie.
Staff Expertise and Trustworthiness
The reviewers praised the company's staff for their knowledge, trustworthiness, and ability to explain complex financial information in an understandable manner. Vinnie, in particular, was commended for his exceptional service, going above and beyond to secure the best possible rates and keeping clients informed throughout the process.
Communication and Responsiveness
The reviewers appreciated the prompt and clear communication from the staff, who were always available to answer questions and address concerns. This level of responsiveness and availability helped to instill confidence and trust in the company's services.
Recommendations
All reviewers highly recommended Easy Financial Services, with some stating they would use the company again for future financial needs. The reviewers praised the staff's friendly, informative, and professional service, making them a top choice for financial guidance.
