Compass Financial 333 Styal Road, Wythenshawe, Manchester M22 5LW
About the Business
Compass Financial is a prominent establishment in Wythenshawe, Manchester that provides a comprehensive range of financial services to clients looking for sound investment and financial planning advice. Located at Building 1, Green, 333 Styal Rd, this finance institution has become a popular point of interest for individuals seeking reliable financial solutions.
The institution combines innovative strategies and years of experience to offer customized financial services that cater to the unique needs of individual clients. Whether seeking investment advice, insurance solutions, assistance in managing money for college or retirement, or other financial services, Compass Financial has the expertise to deliver value-added services that are tailor-made to meet clients' specific requirements.
At Compass Financial, clients have access to a team of highly trained financial advisors who possess the knowledge, experience, and skills required to help clients navigate through the intricacies of the financial landscape. The institution's team of advisors work closely with clients, offering personalized data-driven financial guidance that produces tangible results.
Also, with a steadfast commitment to quality customer service, Compass Financial ensures that every client receives comprehensive support and timely responses to inquiries, as well as timely access to an impressive suite of digital tools through which they can monitor their investments and track their portfolio's performance.
In summary, if you're looking for a trusted and reliable financial partner who can provide cutting-edge financial guidance and investment solutions, Compass Financial is the perfect point of interest for you. Visit us today and let's begin your journey towards financial stability and success.
Photos
Location & Phone number
Building 1, Green, 333 Styal Rd, Wythenshawe, Manchester M22 5LW, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Jack is an extremely knowledgeable and professional advisor. He understands a wide range of issues and is very effective in how he communicates matters which creates confidence and understanding. He makes pertinent suggestions for the here and now but also plans well ahead and revisits those issues in subsequent meetings giving a feeling that he is in control as my advisor . Would highly recommend him at Compass."
"My first experience with Compass Financial was to be assigned a meeting with one of their financial advisers, Mr Damian Cross. Damian, took considerable time to explain the probable best options with my current pension plans. These plans were held by several different pension providers and some of these had differing policy numbers. It was suggested that the total plan sums of these could be rationalised and individually transferred into one fund management company (Quilter), to enable much better online access to 'monitor' the fund performance. These, now, pension funds appear to have increased in value since the transfer(s). Damian appears to be a very knowledgeable financial person, he is very customer focused and is extremely helpful. I say that Compass Financial have got on board an excellent staff member. Damian does go the 'extra mile' with regard customer experience He is, undoubtedly, recommended to future clients and potential employers Thank you Damian and Compass Financial. Five Stars+ Paul."
"We were sorry when our previous financial adviser told us he would be retiring. He suggested that Compass Financial would be able to look after our needs and he has been totally correct. We were a bit apprehensive about the change but Chris Smith, who is now our financial adviser with Compass Financial, has looked after us very well. He quickly established a rapport with us and he made what we thought was going to be a challenging experience into a much easier one. He skilfully established what type of savers we were and helped us clarify what our aims and objectives would be. He helped us redirect our investments into ethical funds which is what we wanted and we feel very happy about that. It’s good to know that he will be monitoring our funds in future: we feel in safe hands. Finally, we should also mention Lewis Armstrong and James Planer who have been very helpful in arranging our meetings and navigating the paperwork. Many thanks to all!"
"I have no hesitation in recommending Compass and their financial advisor to us Jack Lord. Jack has always maintained regular contact with us to discuss both our investment performance and to advise impartially on all aspects of our investment in layman's terms and is both professional and friendly at all times. Thanks Jack."
"A very knowledgeable and experienced group of financial advisors. I have been a client of this company for seven years and hold them in the highest regard. Their advice has always succinct and in my best interest. They have also been very responsive to any queries and issues that I have raised. I would highly recommend Compass Financial to anyone considering investing for a better return than the standard high street bank."
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