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Dolphin Financial Limited

WA7, Runcorn

(1)

Get a free quote from this professional

15 min response time

Get a free quote from this professional

‘21 Certificate of Excellence, 2021

About

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.

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1 hire on Bark
15 min response time

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Reviews (1)

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5/5

1 customer reviews

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Verified
11 February 2019

Mortgage Advice

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

22 April 2018

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 ! More...

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Q&As

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.

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.

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.

Services

Arranging buy to let mortgages to limited companies. HMO and self ownership

We offer Bridging finance for development and auction properties

Including right to buy. Help to buy and shared ownership

Indemnity insurance
Buildings insurance
Contents insurance
Liability insurance
Equipment insurance

Reviewing existing pensions
Settinb up new pensions

Looking after and managing existing investments and settinh up new investments

Life cover. Critical illness. Income protection house insurance and landlord insurance