Empowering your financial future
Empowering your financial future
At 75point3, we're a team of experienced financial planners dedicated to providing personalized guidance and solutions to individuals and businesses throughout North Wales and beyond.
Our vision: To empower you with the financial knowledge and strategies you need to achieve your life goals and navigate life's financial challenges.
Dedicated to tailored solutions
We understand that everyone's financial journey is different. That's why we take the time to understand your individual needs, aspirations, and concerns. Whether you're looking for mortgage advice, planning for retirement, investing for the future, or navigating complex business financing, our team of qualified advisors will work with you to develop a customized plan that aligns with your unique situation and aspirations.
1. Mortgages
- Finding the most competitive mortgage deals to suit your needs
- Navigating the complexities of remortgages and home equity release
- Guiding you through the process of buying your first home or remortgaging your current property
2. Investments
- Building and diversifying your investment portfolio
- Developing a tailored investment strategy based on your risk tolerance and financial goals
- Providing guidance on maximizing your returns and mitigating potential risks
3. Pensions
- Planning for a secure and comfortable retirement
- Maximizing your pension contributions and minimizing tax liabilities
- Guiding you through the complex rules and regulations surrounding private and state pensions
4. Commercial Funding
- Exploring various funding options for businesses, including commercial mortgages, bridging finance, and asset financing
- Guiding you through the application process and securing the best possible terms for your needs
Award-winning and client-focused
As a chartered firm, we adhere to the highest ethical and professional standards. We're proud to have received the prestigious title of Chartered Financial Planners, awarded by the Chartered Insurance Institute (CII), recognizing our commitment to excellence and integrity.
Our team is dedicated to fostering strong client relationships and providing personalized guidance every step of the way. We believe in open communication, transparency, and collaboration to ensure your financial journey is a positive and empowering experience.
Overall Experience
The reviewer has had an exceptional experience with the mortgage broker, praising the team's efforts in achieving the best results for their clients.
Staff Performance
The staff, particularly Ffion, are commended for their outstanding performance, going above and beyond to assist clients. The reviewer's parents have also had a positive experience and would not consider using another firm.
Recommendation
The reviewer highly recommends the mortgage broker, emphasizing their exceptional service and commitment to delivering the best results.
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