Why choose Best Financial Solutions?
Tony Leonard Cert PFS Director. February 2010.
It’s easy to go online and get a quote for your life assurance or home insurance. This is perfect for those who have simple needs, know exactly what they want and are happy to process the application themselves. But this is not for everyone. The internet can only do so much.
For example, online purchases are not covered by the Financial Ombudsman. You won’t be advised about valuable free services such as counseling at the point of claim. Nor about how to place your policy in trust to make sure that the claim money goes to the right person, quickly and out of your estate.
I set up Best Financial Solutions in 2002 for people looking for expert advice from someone who will take the time to know their situation and understand their needs before making a recommendation.
From an Independent Financial Adviser who is an insurance specialist. Someone who can cut through the information overload.
I believe that people want advice to be in plain English and the process to be as hassle-free as possible. Feedback and guidance given all the way would also be nice.
The advice is mainly telephone and e-mail based. Our clients mainly come from London and Sussex though we are happy to advise anyone in the UK.
The aim of our service is to help find the best affordable solution to your financial challenge. We look forward to being able to help.
Testimonials from satisfied clients
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"Fantastic advice and explanations"
A. Myers, March 08 "Tony is an excellent IFA who always finds the best deals for our circumstances/budgets. He always is ahead of the market when offering advice"
S. Bennett, Oct 08 "A very professional service"
D. Berry & J. Sadd, June 08 "What could be done to improve the service? Nothing – it was excellent"
W. Hitchmough "As a First Time Buyer the process was very daunting. However, Tony made it all simple and straight forward without making me feel stupid. I will definitely recommend to friends and family"
S. Crompton & K Badrick, Jan 08 "Tony was an absolute pleasure to work with and helped us greatly at every stage"
J. & M. Ealey, August 08 "Not just excellent advice but full support throught the process. Much appreciated"
T. Elvin "Absolutely what is says on the label: BEST FINANCIAL SOLUTIONS. Trusted, professional, effective advice every time"
J. Glyn-Pickett, Oct 09 "Very pleased with advice and service. Will recommend to friends and family"
N. Lewis-Ford & N. Paolucci, March 09 "As ever, Tony provided a top quality service. Although he has many clients he continues to give highly professional advice tailored to ones individual needs"
M. & L. Burgess, June 08 "We were delighted with the helpful advice we received and with the way we were guided through the whole process of taking out life assurance"
C. McKenzie & L. Valentine, Oct 09 "Tony was a great help throughout a daunting process and kept in regular contact – very helpful"
L. Somerville & L. Ellis, June 08 "Tony, thank you very much for all your help. I think I would have gone mad trying to work out my life assurance by myself " M&S Grady June 10
"Thank you so much for all your help. We were first time buyers and the system was very confusing but with your help and a lot of help we got through it" C Moss & A Musgrave July 10
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"Fantastic service, great customer care, taken away all the headache of remortgaging. Would happily recommend to anyone"
G. & S. Membrino, July 08 "The service is already by far the best that I have seen in the industry"
Y. & N. Nabi, May 09 "Everything was made very clear. Very efficient. Text messages on progress were very convenient"
A. Brown & A. Ratcliffe, Oct 08 "The whole thing was made easy and Tony removed the stress associated with getting a mortgage sorted"
G. Ridd & C. Banner, 12/08 "Tony’s service and advice were excellent. This certainly enabled us to make an informed decision about our options"
S. Ealey & B. Tomlinson, September 09 "Tony’s/Best Financial Solutions advice enabled us to benefit hugely from the current market in a way we would never have thought possible. We would recommend him to anyone without hesitation"
T. & T. McCormick, June 08 "I am very happy with the services you offered. Thank you very much"
Q. Uddin “Tony guided me through the whole process and I would use him again – highly recommended”
A. Watts, Oct 09 “Very helpful in every way. Couldn’t do enough for me”
K Saunders “An excellent all round service”
R. Collier, Director, Feb 08 "Appointments at times that suited us in our own hom, enquiries always dealt with immediately, solutions found when problems arose. All in all we were so grateful for the advice and knowledge we were given as the whole process was alien to us"
J. & R. Hall “Very friendly and professional service”
J. Harms and C. Hughes, July 08 "Very happy with service" V Weichhardt & P Glover May 10
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Some of the providers we work with
We are members of these organizations
Services: What we can help you with
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Further reasons to choose Best Financial Solutions
- Independent Financial Advice
- Saving you time and money with cheaper mortgage and insurance rates
- Time is taken to understand your needs and circumstances
- Tailor-made solutions
- Advice focused, not just price focused
- We donate part of our profits from commissions and fees earned each month to a different charity.
- Referral to trusted professionals for specialist advice – if we can’t help we’ll know someone who can
- Insurance solutions for existing medical conditions and dangerous hobbies
- Large loans and difficult cases welcome
- If we can’t help then we’ll know someone who can
- We make full use of technology to make life easier for you and speed up the results
- We adhere to the Financial Services Authority initiative: Treating Customers Fairly.
Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
For mortgages, you can choose how we are paid: pay a fee of 1% of the loan amount and we rebate the commission, or pay a fee of £299 and we receive the commission.
We can only offer products from a limited number of insurers for Payment protection, buildings and contents.
Treating Customers Fairly
We recognize that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.
Our commitment to you
We will
- Provide you with clear information about the products and service we offer, including fees and charges
- Ascertain your individual needs, preferences and circumstances before recommending a mortgage or insurance policy
- Only recommend a mortgage or insurance policy that we consider suitable for you and that you can afford – and always the most suitable from the available options
- Not recommend a mortgage or insurance policy if we can’t find one we consider suitable
- Encourage you to ask if there’s something you don’t understand
- Give you access to a formal complaints procedure should you become unhappy with our service
How you can help us
To help us give you the most appropriate advice, we will ask you to:
- Tell us as much as possible about your income and outgoings, to enable us to properly assess how much you can afford
- Let us know about changes that might affect your ability to repay a mortgage
- Let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand
- Tell us if you think there are ways we can improve our service
Charity of the month
We donate a percentage of profits to a different charity each month.
This month, to tie in with the football World Cup our chosen charity is The Bobby Moore Fund.
http://www.cancerresearchuk.org/bobbymoorefund/ - raises money for research into and the public awareness of bowel cancer, which took the life of the World Cup winning England captain at the age of 51 .
We won’t share your details with anyone.
The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
For mortgages, you can choose how we are paid: pay a fee of 1% of the loan amount and we rebate the commission, or pay a fee of £299 and we receive the commission.
We can only offer products from a limited number of insurers for Payment protection and Buildings & contents insurance.