Polygon Financial was established in 2005 and since then we have grown steadily and we believe that we are one of the few Holistic Financial Planning Specialists in the North West of England.
We have developed unique processes and procedures which ensure we have a consistent approach to the quality of advice we give our clients, which allows us to stand out from the competition.
The Directors, who are all members of The Personal Finance Society, have many years of dedicated service to a loyal and growing number of clients, derived from all walks of life, but all with a common expectation – they have come to expect a professional working partnership with their Adviser.
We pride ourselves on a professional, skilled and qualified approach to solving financial issues and helping you meet the changes and opportunities we all face throughout our lives. It could be searching for the right mortgage, protecting the family, providing for retirement, managing your investments, or even growing your business, whatever your reason we are on hand to offer unbiased professional Independent Financial Advice.
Polygon Financial continues to grow by a constant stream of recommendations. We receive referrals from satisfied clients and professional intermediaries, such as Solicitors, Accountants, and Estate Agents. The labourer is worthy of his hire and as such, we make no secret about the fact that we charge for our services.
We hold dear to the concept of Treating Customers Fairly. In our dealings with you we will be open, concise and always put your best interests at the forefront of our actions. If for any reason you have occasion to be unhappy with any aspect of our service, as you would expect, we have a robust system to deal with your concerns fairly. For your further peace of mind, we subscribe fully to the Financial Ombudsman Scheme and the Financial Services Compensation Scheme, both bodies of which exist to further consumer protection.