Rowe Financial & Insurance Services Limited

Rowe Financial & Insurance Services Limited

Rowe Financial & Insurance Services Limited locationSalisbury, Wiltshire

Elite Pro (1 Review)

Rowe is a family firm established for over thirty years and run from Winterslow near Salisbury but with clients across the southern parts of England and Wales. We are focused on getting good outcomes for our clients and helping them achieve their financial goals which has led us to grow over the years and we now take care of several hundred clients.

We can help with;

- Mortgages (Residential, BTL, Commercial)
- Insurances (Life Insurance, Critical Illness, Income Protection, Business Protection)
- Tax & Estate Planning (via Trusts, Pensions, Specialist Investments)
- Investments (ISAs, General Investment Accounts, Bonds, Corporate)
- Pensions (Personal, Workplace, SIPPs)

Rowe Financial & Insurance Services Limited Reviews

Reviews


Review of Rowe Financial & Insurance Services Limited by Thomas N
5 25/09/2018 Thomas N

As a first-time buyer unfamiliar with the property buying process, I duly did my homework, but without the guidance, insight and advice of Alex Fry at Rowe, who I was able to reach at any time of day (sometimes at some fairly unsociable hours), the whole endeavour would not have been anywhere near as streamlined.

I was given plenty of time to consider the many fixed term deal options, and once we were set, getting the decision in principle sorted took no time at all. At every stage of the process, my partner and I were able to get second opinions on offers and counter-offers made by other people in the chain, and how to best proceed.

The circumstances surrounding of our move turned out to be particularly complex, not to mention stressful, but knowing that may partner and I could depend on Alex to offer advice at any time was incredibly reassuring. I’d recommend Alex to anyone thinking of applying for a mortgage, who needs anything explained in clear, everyday English or anyone looking for financial advice in general.

Rowe Financial & Insurance Services Limited replied:
Thanks Tom! Always satisfying to help clients get on the property ladder!

Rowe Financial & Insurance Services Limited


Click to rate:

Rowe Financial & Insurance Services Limited Q&A

Company Q&A

What do you love most about your job?

Helping clients build a plan to achieve their goals whether this is to buy their first house, fund for retirement or plan for IHT.

What inspired you to start your own business?

Rowe has been running for around 30 years and our staff have decades of experience assisting our clients. Formed by Director Nick Rowe who started advising in the 1970s.

Why should our clients choose you?

We are competitively priced but still deliver a high quality service to our clients who we try to guide towards a stronger financial position rather than seeing them as cash cows to be milked. We look for long term client relationship not just a quick sale!

Services provided by Rowe Financial & Insurance Services Limited

Services

Free Financial Review

A free initial consultation to discuss your financial planning needs which could cover; - Investments (ISAs, Bonds, VCTs etc) - Inheritance Tax Planning (Trusts, Business Property Relief etc) - Retirement Planning - Business Advice (Death in Service, Shareholder Cover, Pension Funding, Commercial Property Purchase via SIPP) - Life Cover (Mortgage, Family) - Mortgages (residential, BTL, Ltd Comapny) And much more!

Rowe Financial & Insurance Services Limited Education

Qualifications

CII

Diploma in Regulated Financial Planning (DipPFS)

This is the standard in advice qualifications introduce following the Retail Distribution Review (RDR) which allows an adviser to advise on the majority of financial products.

CII

Certificate in Mortgage Advice

Gives the holder the ability to advise on Residential and Commercial mortgages in the UK.

CII

Certificate in Equity Release

Gives the holder the ability to advise on lifetime mortgages.

Find companies like this!

Whatever your requirement, Bark will help you find local companies like Rowe Financial & Insurance Services Limited.
Just post your project to Bark and we'll find the most suitable companies for you.

Rowe Financial & Insurance Services Limited provides the following services:


Check mark

People who provide further details get 50% more responses.
Attach photos and files
See Quotes Skip
Are you sure that you want to leave?