Dolphin Financial Limited

Dolphin Financial Limited

Dolphin Financial Limited  is a verified pro service provider Certificate of Excellence 2019

Dolphin Financial Limited  locationRuncorn, Cheshire

(2 Reviews)

We offer bespoke solutions to help you achieve your goals. Dealing with all aspects of financial planning needs for individuals, families, & businesses. We are Independent Financial Advisers, Independent Mortgage Advisers and Commercial Managers offering whole of market advice when you need it most.
We can offer and end to end proposition for you in the all the areas of financial planning from mortgage advice to arranging commercial insurance.

  • 1 hire on Bark.com
  • 9 minutes average response time
Dolphin Financial Limited  Reviews

Reviews


Review of Dolphin Financial Limited  by Catherine
5 11/02/2019 Catherine

Brilliant service Bridget was brilliant helping all the way through at any time of the day was there to answer my questions

Used this pro
Review of Dolphin Financial Limited  by David Stokes
5 22/04/2018 David Stokes

I have been using the services of this multi facetted regulated company for 5 years and have made use of their Wills and Trusts Legal Documents in setting up a Life Plan, in addition Pre-Funeral arrangements can be put in place ,so everyhting is taken care of and you can get on with enjoying your life with the assurance that your wishes will be carried out to the letter in the event of an accident or death
There is also First Class advice on obtaining the best Mortgages tailored for your situation and Investment advice ,as well as Personalised Medical Cover Everything catered for under one roof by a family run business who care about your future !

Dolphin Financial Limited


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Dolphin Financial Limited  Q&A

Company Q&A

What do you love most about your job?

it gives me great satisfaction to be able to bring quality advice to everyone. Normally this level of service is only available to high net worth individuals but with ourselves we can offer this service to everyone.

What inspired you to start your own business?

so that there would be no restrictions to the way we offer advice, so that what we believe in can be carried forward in our services to you. Myself and Nigel have over 45 years in the Financial Service industry and have seen when things have been good and when they have been bad. We believe that everyone shold have access to bespoke advice when they need it most, throughout their lives.

Why should our clients choose you?

we offer a very personal service to our clients and we ensue that our staff provide you with this 5 star service at all times. We have advisers in an area near you and are also looking to expand so that everyone will have access to an an adviser when they need it most.

  • 1 hire on Bark.com
  • 9 minutes average response time

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