Independent Financial Advisers (IFAs), Coffey Brooks Financial Services Ltd provides impartial, independent advice that considers every option on the market. Of course, the provision of tailored advice and recommendations is only achievable if the client’s specific needs and aspirations are understood, so we spoke to Louise Gregory CeMap, a Mortgage and Protection Adviser at Coffey Brooks Financial Services Ltd, to find out how this is possible with social distancing restrictions in place.
“The service we provide hasn’t diminished in any way. Face to face meetings and home visits aren’t possible right now but the client is always at the heart of everything we do,” explained Louise. “We communicate via phone and email and we’re available during normal business hours. We’ve been able to reassure existing customers and respond to new enquires so business has continued as normal.”
Coffey Brooks Financial Services Ltd was started in 2009 by Neil Coffey. Neil has many years’ experience in financial services and he and his highly qualified team help with mortgages and protection and also offer pension and investment advice.
“Clients come to Coffey Brooks for a range of services,” Louise says. “They use us for residential mortgages, buy to let mortgages, life cover, critical illness, income protection, family income benefit, inheritance tax planning, investments and pensions.
“Mortgages for purchase and re-mortgaging for a better rate, we believe, will likely increase as a consequence of the pandemic. We have also been receiving more enquiries about life cover, critical illness, and income protection, this is particularly important for renters, homeowners and parents who need to consider protecting their family if the worst should happen. Many are surprised by how inexpensive it is to provide life cover and wish they had put it in place years ago, but it really is never too late to start.”
Louise believes the success of Coffey Brooks is based on two defining principles: great customer service and having excellent relationships with clients.
Find out for yourself by contacting Louise on 07746 764213,