Enriched Financial Services - Deeside

Introduction

Nestled in the heart of Deeside, North Wales, Enriched Financial Services offers a comprehensive range of financial planning and consulting services. With a strong commitment to understanding and meeting clients' unique financial objectives, this independent financial advice firm has established itself as a trusted name in the region. Let's delve into the details of what makes Enriched Financial Services a standout choice for your financial needs.

Main Services

• Holistic Financial Planning: Enriched Financial Services takes a holistic approach to financial planning, considering all aspects of your financial life. Their expert team helps you navigate through complex financial decisions, ensuring you're on track to meet your short-term and long-term goals.
• Pension Advice: The firm specializes in pension planning, helping clients make the most of their pension provision. Whether you're looking to understand your options at retirement, or need guidance on pension contributions, Enriched Financial Services has you covered.
• Investment Planning: With access to a broad range of investment options, the team at Enriched Financial Services can create a bespoke investment strategy tailored to your risk profile and investment objectives.
• Protection Planning: They also offer comprehensive protection planning, helping clients safeguard their financial future against unexpected events. This includes life insurance, critical illness cover, and income protection.
• Estate Planning: Enriched Financial Services can guide you through the complexities of inheritance tax planning and trust creation, ensuring your assets are protected and passed on according to your wishes.

Location and Access

Enriched Financial Services is conveniently located at St. David's Park, Office 4 - First, Deeside CH5 3XP, United Kingdom, within the popular business park of St. David's Park. The office is easily accessible via the A55 and M56 motorways, making it an ideal location for clients across North Wales and the north west of England.

For those using public transportation, the nearest train station is Connah's Quay, approximately 1.5 miles away. Several bus routes also serve the area, with stops nearby. The office offers ample parking space, including a wheelchair-accessible car park, ensuring accessibility for all visitors.

Featured Characteristics

• Chartered Financial Planners: Both Richard and Ed, the directors of Enriched Financial Services, are Chartered Financial Planners. This prestigious designation is awarded by the Chartered Insurance Institute and demonstrates their high level of knowledge, skills, and ethical standards in financial planning.
• Personalized Service: The team at Enriched Financial Services prides itself on providing a personalized service. They take the time to understand each client's unique financial circumstances and objectives, ensuring their advice is tailored to meet individual needs.
• Transparent Fees: Enriched Financial Services believes in transparent and straightforward fee structures. They offer a free initial consultation to discuss your financial needs and provide a clear breakdown of any fees before proceeding with their services.
• Modern Facilities: The office at St. David's Park is equipped with modern facilities, including a wheelchair-accessible toilet, ensuring a comfortable and convenient environment for all visitors.

Practical Information

• Phone: You can reach Enriched Financial Services on 1244668771.
• Website: Visit their website at enrichedfs.co.uk for more information about their services and team.
• Appointments: It's recommended to schedule an appointment before visiting. You can do this via their website or by giving them a call.

Positive Aspects from Reviews

Enriched Financial Services has received glowing reviews from its clients, with an average rating of 5/5 on Google My Business. Here are some positive aspects highlighted in their reviews:

• Expert and Personalized Advice: Clients appreciate the in-depth knowledge and personalized approach of the team. One client praised, "Excellent advice provided by easy to understand financial advisors."
• Clear Communication: The team's ability to explain complex financial concepts in a clear and understandable manner is a common theme in their reviews. Another client noted, "They explained everything in simple terms and made the process very easy."
• Professional and Friendly Service: Clients often comment on the professional yet friendly atmosphere at Enriched Financial Services. One review mentioned, "From the moment I walked in, I felt at ease. The whole team were professional, friendly, and made me feel very welcome."

👍 Reviews of Enriched Financial Services

Gail

5/5

Excellent advice provided by easy to understand financial advisors.