Financial Affairs Reviews 

35
TrustScore 5 out of 5

4.8

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Rated 5 out of 5 stars

Caroline from the Oswaldtwistle office went above and beyond to help us with our home insurance. She stayed with me ironing out all the problems. And she worked well into her personal hours. She was s... See more

Rated 5 out of 5 stars

I set up my own business last year, and didn't know much about what kind of insurance to get, or even how! The staff at Financial Affairs (Luke, in particular) were so helpful in talking me through ev... See more

Rated 5 out of 5 stars

I needed advice to sort out my household finances - my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daun... See more

Rated 5 out of 5 stars

My experience with Financial Affairs over the years have been very good. They are always prompt. Level of service is good and staff members are courteous. Finally, insurance premiums are competitive... See more

Company details

  1. Insurance Broker
  2. Financial Planner

Written by the company

We do what we do to help as many businesses and individuals as possible achieve Risk Resilience and Financial Wellness for their Financial Affairs. At our core, we believe that every client should be risk resilient against the risks they face today and provide them financial wellness to help meet their objectives tomorrow. Helping our customers achieve this knowing with 100% confidence that we are making an improvement to their circumstances is why we do what we do.


Contact info

4.8

Excellent

TrustScore 5 out of 5

35 reviews

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4.8

All reviews

(35)

12 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Highly recommended

I had the pleasure of working with Matthew recently to help on a number of queries around effective tax management, saving recommendations and pension contributions. What felt like a complex calculation in my head, was made to feel substantially more straight forward following the discussion with Matthew, who was able to look at it from various angles to poke and probe how to get the 'biggest bang for your buck'. He's clearly very knowledge in this area, very personable and I would feel comfortable recommending him to others.

January 31, 2024
Unprompted review
Rated 5 out of 5 stars

Emailed for advise on insurance

Emailed for advise on insurance, had a detailed reply from Kacey, informing us of our options. The response was prompt, helpful and lots of useful options. Would highly recommend Financial Affairs for your business and personal needs. Our company is very satisfied with the service we receive.

January 8, 2024
Unprompted review
Rated 5 out of 5 stars

A trustworth company

Financial Affairs is a professional and friendly business reflecting family values. Their advisers are approachable, knowledgeable and well-informed. They explain everything at client level and only advise on what fits the client's circumstances and interests. would highly recommend them to anyone looking for unbiased, professional, bespoke advice on Insurances and Pensions

February 16, 2023
Unprompted review
Rated 5 out of 5 stars

Leisha Johnston has been fantastic from…

Leisha Johnston has been fantastic from start to finish - I started a unique business and I needed insurance to tailor this. Leisha has gone above and beyond to make that happen for me. So thank you so much! Excellent service :@)

February 19, 2021
Unprompted review
Rated 5 out of 5 stars

I have got to know Laurence at…

I have got to know Laurence at Financial Affairs over the last 3 years. He is very knowledgeable, and I welcomed his advice led approach. He based his recommendations upon my objectives and gave me a clear plan to achieving my goals. A very reliable and trustworthy business owner.

January 29, 2021
Unprompted review
Rated 5 out of 5 stars

Excellent, Professional, Friendly . More than 5 star service.

Iv had various policy’s with Financial Affairs over the years , ranging from insurance and a pension. Iv never been disappointed with their expert advice and trust in their obvious expertise in finding the right policy for both my business and home. Whom ever I have had to deal with whether it be the directors or the staff members they can never do enough and couldn’t be more down to earth, pleasant and friendly . They are Brilliant! I once had to make a claim on a damaged shop window and I didn’t have to do a thing , it was sorted from the actual claim to the finding of the glazers and the new window being fitted. They did it all ! I couldn’t thank them enough. I will always be a customer of Financial Affairs and have encouraged many people to do the same, why trudge the internet looking for the best deal when all you need to do is get in touch with Financial Affairs and let them do it ! Trust in the experts . What with so much ‘small print’ and tales of insurance companies finding ‘loop holes’ to not pay out on genuine claims , why not take the worry and pressure off , let these guys and gals do it for you , they are the best and I’m so glad someone recommended them to me. I’m more than happy with the fantastic professional service they provide , they couldn’t be better.

October 9, 2020
Unprompted review
Rated 5 out of 5 stars

Financial Magic!

I needed advice to sort out my household finances - my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daunted by it. Wish I’d got in touch with Financial Affairs sooner as I received advice that was clear, precise and very helpful. Would recommend to anyone.

August 16, 2020
Unprompted review

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