Radcliffe & Co Independent Financial Advisors
Radcliffe & Co Independent Financial Advisors is a leading financial services company based in Southampton, England. They specialize in providing expert financial advising services, financial planning, investment services, and mortgage lending to clients in the United Kingdom. With a team of experienced financial planners, Radcliffe & Co Independent Financial Advisors is committed to helping their clients achieve their financial goals and secure their financial future.
Introduction to Radcliffe & Co Independent Financial Advisors
Radcliffe & Co Independent Financial Advisors is a UK-based company that was founded in 1959. The company's aim is to provide financial planning advice and guidance to individuals, families, and businesses. The company prides itself on its independent status, which allows it to offer impartial advice to its clients. Radcliffe & Co Independent Financial Advisors has been in business for over 60 years, and during this time, it has built a reputation for its expertise and professionalism.Services & Products
Radcliffe & Co Independent Financial Advisors offers a variety of financial planning services, including investment advice, retirement planning, inheritance tax planning, and mortgage advice. The company's financial planners work with clients to create bespoke financial plans that meet their specific needs and goals. Radcliffe & Co Independent Financial Advisors also offers investment services, which include portfolio management, fund selection, and asset allocation.Location
Radcliffe & Co Independent Financial Advisors is located in Meridians Cross, Meridians House, 7 Ocean Way, Southampton SO14 3TJ, United Kingdom. The area is home to a range of businesses, including financial services firms, technology companies, and retail outlets. The location is easily accessible by public transportation, with the nearest bus stop, Chapel Road, being just a 5-minute walk away. The Southampton Central railway station is just over a mile away, and the Southampton Airport is just 3.5 miles away.Benefits
Radcliffe & Co Independent Financial Advisors is an independent financial advisory firm that offers a personalized approach to financial planning. The company's financial planners have years of experience and are dedicated to helping clients achieve their financial goals. Radcliffe & Co Independent Financial Advisors also offers a range of investment services, including portfolio management, fund selection, and asset allocation, which can help clients achieve long-term financial success.Good to Know
Customers should be aware that Radcliffe & Co Independent Financial Advisors is an independent financial advisory firm. This means that the company is not affiliated with any financial product providers and is free to offer impartial advice to its clients. Radcliffe & Co Independent Financial Advisors also charges fees for its services, which are based on the complexity of the financial planning required.Reviews
Customers of Radcliffe & Co Independent Financial Advisors have praised the company for its professionalism, expertise, and personalized approach to financial planning. Clients have also noted that the company's financial planners are knowledgeable and dedicated to helping them achieve their financial goals. Overall, customers have had positive experiences with the company and would recommend it to others looking for financial planning advice.Amenities
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investment advice -
retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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credit counseling
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estate planning
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financial planning
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portfolio management
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wealth management
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asset allocation
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risk management
FAQ
How do you charge for your services and what are the fees?
At Radcliffe & Co Independent Financial Advisors, we charge fees based on the specific services we provide to our clients. These fees are transparent and clearly outlined in advance, so clients always know what to expect. The exact amount of the fee will depend on the complexity of the work involved and the amount of time required to complete it, but we always strive to offer competitive rates.Can you provide examples of past performance for your investment portfolios?
Absolutely. We are proud of our track record of success and are happy to share examples of our past performance with potential clients. Whether you are interested in stocks, bonds, mutual funds, or other investment vehicles, we can provide you with data and information that will help you make informed decisions about your investments.How do you develop an investment strategy for your clients?
At Radcliffe & Co Independent Financial Advisors, we take a personalized approach to investment strategy. We work closely with each client to understand their unique financial goals, risk tolerance, and investment preferences. Then, we develop a customized investment strategy that is tailored to their specific needs and objectives. We also regularly review and adjust this strategy as needed to ensure that it continues to meet our clients' changing needs.What are the eligibility criteria and application process for the mortgage?
We offer a variety of mortgage options to suit the needs of different clients. The eligibility criteria and application process will depend on the specific mortgage product that you are interested in. Our team of experienced mortgage lenders can guide you through the process and help you determine which mortgage product is right for you. Contact us to learn more.What is the timeline for processing the mortgage application?
The timeline for processing a mortgage application will depend on a variety of factors, including the specific product you are applying for, the complexity of your financial situation, and the amount of documentation required. At Radcliffe & Co Independent Financial Advisors, we work diligently to ensure that the mortgage application process is as smooth and efficient as possible. We will keep you informed throughout the process and do everything we can to minimize any delays.Reviews
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Robert Pidgley
Radcliffe & Co are a company that I have dealt with personally for over 15 years. They are very professional, very knowledgeable and have given me so much independent advice which has been so valuable to me over the years coming up to my retirement. I would recommend this company to anyone out there who are looking for independent financial advice from a company that is a 100% market leader in the service they provide.Thank you to Mark and his team for being there with so much valuable support and advice over many many years. R W Pidgley
08-05-2023
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Shaun Whitmarsh
Radcliffe & Co oversaw and supported me during the process of purchasing our first house. The help and advice they provided from start to finish ensured everything went as smoothly as I could have hoped while ensuring I had a great understanding of the process throughout. I would highly recommend their services.
29-03-2023
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Adam Thomas
Very professional service received when asking for advice with my pension. Would definitely recommend Radcliffes!
29-01-2023
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C P
We were recommended Radcliffes and we are delighted to be working with them. The wealth of financial experience and knowledge has exceeded our expectations. Such a professional company that has an outstanding personal approach, which meets all our individual needs. We cannot recommend them highly enough.
29-01-2023
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Stuart Etherington
Very pleased with my experience at Radcliffes for my mortgage and pension advice. Incredibly professional but friendly.
29-01-2023
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Matt Smith
I’ve dealt with Radcliffe and Co for a number of years and would happily recommend their services.
29-12-2022
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tracy houldsworth
The professional service I have had from Radcliffe’s over the last year has been second to none. Jacqui and her team have been not only friendly , but totally knowledgable and helpful with any questions I have had , and made me feel a 100% confident with trusting them with the movements of my personal finances and financial situation. I would definitely recommend them , as the place to go , especially if you are considering moving your money away from an airline pension scheme. Thankyou for the Excellent First class service. Tracy Houldsworth ( ex Stewardess of 35 years).
29-05-2021
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Peter Kevin Harrison
Helpful now they have got there email up and running Sent me then information I needed
29-05-2021
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tony wade
Radcliffe have taken good care of our finances since the 1990's, and our special thanks go to Richard for his friendly helpful advice, and his professionalism in our meetings.
29-05-2020
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john kennard
Ratcliffe have been looking after my financial affairs for a couple of years and I'm very pleased with the service provided
29-05-2019
