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Sheffield Financial Advisors

Sheffield Financial Advisors

4.2 from 16 reviews · View Statistics
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Reviews

4.2
16 reviews
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    Swapped my advisor to Sheffield Financial and am happy

    published

    Trust worthy and not pushy. I feel I’m on track for my financial goals and am looking forward to how my super investments track over the years.

    Sheffield Financial Advisors
    Sheffield F.Sheffield Financial Advisors

    Glad your happy with our services Isabella. Our staff always enjoy you coming into our office :)

    AJJ
    AJJSydney

    Still Cold calling Spammers

    published

    Received a call out of the blue, they didn't even know my name. No convenience check to see if the time of the call was appropriate, couldn't tell me where their data was from. poorly written script, wouldn't answer any questions. When asked who owned the company was told "[name removed]", but they refused to put me through to him or tell me his last name. Promised he'd call me back.. guess what? ..he didn't.
    TOTALLY unprofessional with no marketing skills. Treat them like the plague.

    Sheffield Financial Advisors
    Sheffield F.Sheffield Financial Advisors
    AJJ
    AJJ

    Fact is I wasn't a client NOR even someone who wished information from you, so your apologies are a cheap attempt to divert suspicion of your company's methods

    MJC
    MJCSydney, NSW
    • 4 reviews
    • 5 likes

    Cold calling spammers

    published

    Received a call out of the blue and I have never had any dealings with the organisation. They clearly identified themselves which is good. Called on my corporate direct line to talk about my superannuation and any insurances bundled therein. That is as far as they got.

    You cannot direct call people and launch into a spiel without confirming if it is a convenient time. The receiving party may be in the middle of a crisis. If you show disrespect to the potential client, not a good sign in my etiquette book. Sorry.

    Sheffield Financial Advisors
    Sheffield F.Sheffield Financial Advisors
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    Tristan
    TristanParramatta

    Unrequested Telemarketer Spam

    published

    I'm not a customer or potential customer of Sheffield Financial Advisors. But I've been contacted many times by telemarketers who are trying to convince me to attend some sort of marketing session for Sheffield Financial Advisors. I've informed them, multiple times, that even if I were interested in attending, I'm not their target market, but I've been called back at least 5 separate times now.
    I can't comment on the actual business itself, but they shouldn't be cold calling random people and expect to create a good name for themselves.

    Sheffield Financial Advisors
    Sheffield F.Sheffield Financial Advisors

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