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Compass Financial

  1. Ruthin
  2. Clwyd Finance
  3. Denbighshire Finance
  4. Sir Ddinbych Finance
  5. Ruthin Finance

Reviews, get directions and contact details for Compass Financial

"Compass Financial provide a tailored personal service with advice on investments, retirement planning, and wealth management."
Address: 23 Clwyd St, Ruthin LL15 1HH, UK
Phone: 01824 330010
State: Denbighshire
City: Ruthin
Zip Code: LL15 1HH

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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related searches: Compass Wealth Management reviews, Compass Finance and investment Company Ltd, Compass Quilter
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Reviews
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!
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.
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 transfers. 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.
Found this company simply by chance. Very comprehensive but simple advice which could be understood without being bombarded with so many stats that you get lost. Understood my needs swiftly and advising what best course to take with my pension without any pressure. Chris picked up very quickly on what I wanted to achieve with this consultation and going forward and tailored his advice to my needs in a simple easy to understand way. Once I had decided to proceed, again Chris explained very carefully the fees involved and the process. Wouldn't hesitate to recommend Chris for advice and help. Thank you
In spite of the various delaying of transfers to Quilter, from two companies in particular, Tom and Georga have been very supportive, providing guidance and wording when we had to correspond with the companies direct. Tom has always been available and responsive when we had any queries or questions, he has provided a clear path and understanding of how our investments will work for us best. So far so good!
Have used this company several times for mortgage advice and the service we have received is top drawer. Mike Bott is always friendly and approachable and always offers sound and unbiased advice. Sincere thanks Andrew and Barbara Lynch
Very pleased with Damian my Advisor always explains everything so i understand. I feel safe knowing compass are looking after my finances makeing my funds work for me & protecting my future. in the short space of time i have been with the company i'm really pleased how things are progressing & now i have peace of mind i can enjoy my future with my family. * * * * *
I absolutely recommend Compass Financial. My advisor,Jack Lord,explains things in a clear and straightforward way which is easy to understand and always gives excellent financial advice.
Our experience with Compass Financial has been positive throughout. We have not had a financial adviser previously and Damian Cross put us at ease immediately and inspired confidence in all the meetings we have had with him. He has been thorough, explained financial matters clearly to us and really taken the time to get to know us and our financial goals. We wouldn’t hesitate to recommend both a Damian and Compass Financial.
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