Your partner for long-term financial planning
About Our Values
At Experium Financial Services, we pride ourselves on building strong, long-lasting relationships with our clients. As a family business, we value:
- Expertise: Years of experience and extensive knowledge ensure accurate and tailored advice.
- Professionalism: We are dedicated to offering a client-centered approach with integrity and transparency.
- Transparency: We openly share information and explain complex financial concepts in clear, comprehensible language.
Our Team and Services
Our team of experienced professionals boasts extensive expertise in various areas of wealth management. We offer a comprehensive range of services to address your individual needs, including:
Building & Growing Wealth
- Retirement planning
- Investment portfolio management
- Business succession planning
- Inheritance & estate planning
Preserving & Protecting Wealth
- Risk assessment & insurance planning
- Tax optimization strategies
- Estate planning & trust creation
Our Partnership with St. James's Place
We partner with St. James's Place, one of the UK's leading wealth management providers, to deliver exceptional service and access to top-notch investment expertise. This allows us to:
- Provide access to a diverse range of investment options.
- Benefit from competitive fees and transparent charges.
- Access dedicated support from experienced financial professionals.
Our Commitment to You
Experium Financial Services is dedicated to exceeding your expectations. We are committed to:
- Offering personalized and tailored advice.
- Regularly reviewing and adjusting your financial plan as your needs evolve.
- Providing clear and timely communication throughout the process.
Get in Touch
Contact us today to schedule a consultation and discuss your financial planning needs with one of our experienced advisors. We look forward to working with you and achieving your financial goals.
Financial Planning Expertise
The reviewers unanimously praise the financial advisors at Experium Financial Services, specifically Nigel and Rhiannon, for their exceptional knowledge and expertise in providing tailored financial planning advice. They are described as highly knowledgeable, professional, and experienced, making them a trusted source for clients seeking financial guidance.
Friendly and Approachable Team
The team at Experium is praised for their friendly and approachable nature, making clients feel at ease when discussing their financial matters. They are described as approachable, easy to speak to, and willing to break down complex financial advice into understandable pieces.
Exceptional Customer Service
Many reviewers highlight the exceptional customer service provided by Rhiannon and the team, including response times, support, and after-sales care. They go above and beyond to ensure clients' needs are met, and clients appreciate their dedication and commitment.
Highly Recommended
The majority of reviewers highly recommend Experium Financial Services and Rhiannon, citing their exceptional service, expertise, and personalized approach.
