Southcote Financial Limited
📍 Financial advisors in Birmingham
Southcote Financial Limited provides a truly valuable service for individuals seeking professional guidance. I've been impressed by their commitment to offering clear, understandable explanations of complex financial matters. Their team appears dedicated to ensuring clients feel confident and informed about their financial planning decisions.
What sets them apart is a focus on personalized support. It’s evident they prioritize building strong relationships and tailoring strategies to meet each client’s unique circumstances, focusing on long-term wealth management and offering reassurance throughout the process. Their overall approach inspires trust and promotes a sense of security.
Information about financial advisor in Birmingham - Southcote Financial Limited
- Online appointments
- On-site services
- Wheelchair-accessible seating
- Gender-neutral toilets
- Toilet
- LGBTQ+ friendly
- Transgender safe space
- Appointment required
- Appointments recommended
- Free of charge street parking
Customer Reviews
Southcote Financial Limited has a rating of 5 out of 5 based on over 24 reviews on Google
my wife and I have had excellent service and advice from Alexander Matthieu, when seeking advice on our pension pots. We had very little idea on how to proceed until we talked to him. He is extremely approachable, patient and professional and his attention to detail is second to none. I came away from our last meeting feeling much happier and confident about the future. I will have no hesitation in recommending Southcote Financial Limited to anyone seeking knowledgeable and sound advice
We transferred our personal and financial affairs from Will Kiely to Alexander Matthieu, following Will's suggestion that Alexander was more suited to our personal circumstances. He is not only very knowledgeable and professional, but is so approachable and friendly that he makes you feel completely at ease. Our financial needs have been very thoroughly considered. We have been offered expert advice with an attention to detail and everything has been explained clearly. We can not recommend Alexander more highly.
Alexander Matthieu is a wonderful and knowledgeable Wealth Management Consultant. He helped us enormously with a life changing decision regarding my pension pot. He provided expert guidance, was enthusiastic and explained everything in detail to us. 100% recommend Alexander.
I was recommended to Southcote financial Ltd, by my sister who has received excellent service from Will Kiely over a number of years and I am very grateful that she did. After 40 years of working and planning for the future with different advisors and varying levels of success and recent frustration, I had my first meeting with Alexander Matthieu, he instantly put me at ease and over number of meetings has come up with a plan for me for the coming years. For the first time I feel like someone is listening to what I want and helping me to achieve it. He has at all times been friendly, helpful and professional, displaying a wide knowledge of the financial industry, I only wish I had come across him sooner. All of the staff that I have met at SFL have been friendly and caring and I would recommend them to anyone without hesitation. I am looking forward to a long and happy association with this company.
Alexander has been amazing at sorting out my finances. I lost count how many times I asked him to explain the same things to me. If awards were given out for patient people, I would nominate, and/or vote for, Alexander.
Alexander's services and advice have been exceptional to say the least. Pension consolidation and a trust fund for our baby have been set up in record time, with very clear information, easy to understand even for us with limited understanding of financial terms. We were very impressed with his knowledge and realistic advice based on our circumstances. Risks and benefits have been clearly explained in order for us to make the right decisions. We are looking forward to working more with Alexander in the future and we recommend him to anyone who is looking for a trustworthy and competent advisor!
I had some complicated situation with pension abroad and Alexander helped me understand better to make a decision. I appreciate the clear way he explains difficult matters. I would definitely recommend and would come to him for further advice. Very friendly all round too.
Information about Southcote Financial Limited
Address
Southcote Financial Limited is located at 30A The Green, Birmingham B38 8SD, United Kingdom
Phone
The phone number of Southcote Financial Limited is +44 121 661 7014
Website
The website of Southcote Financial Limited is: southcotefinancial.co.uk
Business Hours
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