Achieving your success with us - at the heart of everything we do
Who we are
Easy Financial Services is a trusted financial planning firm based in the heart of Royal Wootton Bassett. We pride ourselves on providing clear, personalized advice and guidance to individuals across various financial aspects of life. With over two decades of combined experience, our team is dedicated to helping clients navigate the complexities of the financial landscape and achieve their financial goals.
Our mission
Our mission is to empower our clients through comprehensive financial planning, tailored to their unique circumstances and aspirations. We believe in building lasting relationships based on trust, transparency, and open communication. Our ultimate goal is to simplify the financial planning process, making it accessible and understandable for everyone.
1. Mortgages
We provide comprehensive mortgage advice to first-time buyers, experienced homeowners, and investors. Our services include:
- Mortgage needs analysis
- Market research and comparison
- Application and negotiation with lenders
- Completion and post-purchase guidance
2. Pensions & Investments
We offer holistic pension planning solutions, covering:
- New or existing pension plans
- Annuities and drawdown options
- Stakeholder pensions
- Pension transfers and consolidation
- Investment options for additional retirement planning.
3. Investments
We assist clients in building diverse investment portfolios, encompassing:
- Stocks and shares
- ISAs and offshore bonds
- Various other investment opportunities
4. Insurance
We help clients secure their financial future with:
- Life insurance
- Accident, sickness, and critical illness cover
- Income protection insurance.
Working with us
Our process is simple and straightforward. We take the time to understand your unique needs and goals, then work collaboratively to find the most suitable financial solutions for you. We explain things clearly, answer your questions, and guide you through every step of the process.
Meet the Team
Our experienced and qualified team comprises:
- Vince Bartley: Principal Financial Adviser - Founder with 20+ years of expertise in financial services.
- Gary Inglis: Business Manager - Over 30 years of experience in financial services.
- Vincent Kelly (Vinnie): Financial Planner - Qualified and ready to assist clients with their financial planning journey.
Overall Experience
The reviewers at Easy Financial Services have had an overwhelmingly positive experience, with all five reviewers awarding the company a full 5 stars. The company's professionals, particularly Vinnie, have been praised for their knowledge, trustworthiness, and exceptional customer service.
Communication and Support
The reviewers have highlighted the excellent communication and support provided by the team. Vinnie, in particular, has been praised for his willingness to answer questions, provide updates on the process, and go above and beyond to secure the best possible rate. The reviewers have also appreciated the helpful and informative approach taken by the team, making them feel informed and supported throughout the process.
Professionalism and Expertise
The reviewers have consistently praised the professionalism and expertise of the Easy Financial Services team. They have been described as "absolutely first class", "refreshingly honest and realistic", and "very professional". The reviewers have also appreciated the staff's friendly and approachable nature, making them feel at ease throughout the process.
