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Financial Consultants

1st Chartered Financial Planning Ltd

1st Chartered Financial Planning Ltd is a financial services company located in Chorley, England. They specialize in providing expert financial advice to clients as financial consultants. Their services include financial planning, investment management, retirement planning, and more. With a team of experienced professionals, 1st Chartered Financial Planning Ltd is dedicated to helping clients achieve their financial goals.

Introduction to 1st Chartered Financial Planning Ltd

1st Chartered Financial Planning Ltd is a financial consultancy firm located in Chorley, England. Founded in 2001, the company has over 20 years of experience in providing financial planning services to both individuals and businesses. What sets this company apart is their commitment to providing personalized solutions that meet the unique needs of each client they serve.

Services & products

1st Chartered Financial Planning Ltd offers a wide range of financial planning services, including retirement planning, investment management, estate planning, and tax planning. They also provide advice on mortgages, life insurance, and long-term care planning. The company takes a holistic approach to financial planning, taking into account each client's specific financial situation and goals.

Location

1st Chartered Financial Planning Ltd is located in Charter House, on Wigan Road in Euxton, Chorley. The area is primarily residential, with a mix of local businesses, shops, and restaurants. The nearest public transportation options are the Euxton Balshaw Lane train station, which is 1.2 miles away, the Euxton Bus Station, which is 1.1 miles away, and the Buckshaw Parkway train station, which is 2.9 miles away.

Benefits

Customers should choose 1st Chartered Financial Planning Ltd for their financial planning needs because of their commitment to personalized service and tailored solutions. The company's team of experienced financial consultants takes the time to understand each client's unique financial situation and goals, and then creates a customized plan that helps them achieve those goals.

Good to know

Customers should be aware that 1st Chartered Financial Planning Ltd is a fee-only financial planning firm, which means that they do not receive commissions for recommending specific products or investments. This ensures that their advice is unbiased and in the best interest of their clients.

Reviews

Customers have praised 1st Chartered Financial Planning Ltd for their exceptional service, attention to detail, and personalized approach to financial planning. Clients appreciate the company's ability to explain complex financial concepts in a clear and understandable way, as well as their dedication to helping them achieve their financial goals.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    financial advice
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services including investment planning, retirement planning, tax planning, estate planning, and risk management. Our financial consultants work closely with clients to develop personalized financial plans that meet their individual needs and goals.

What experience do your financial consultants have?

Our financial consultants are highly experienced and qualified professionals with a minimum of five years of industry experience. They hold relevant qualifications such as the Certified Financial Planner (CFP) and are committed to ongoing professional development to ensure they stay up-to-date with the latest industry trends and practices.

How do you charge for your services?

We offer transparent, fee-based services and our fees are based on the complexity of the work involved. We will provide you with a detailed breakdown of our fees before we start work on your financial plan. We do not charge any hidden fees, commissions, or kickbacks.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of past clients upon request. We are proud of the work we have done and the positive outcomes we have achieved for our clients. We believe that our clients are our best advocates, and we are happy to share their success stories with you.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client is unique and has different financial goals and needs. That is why we take a personalized approach to our financial planning services. We will work closely with you to understand your goals, risk tolerance, and financial situation before developing a customized financial plan that is tailored to your specific needs. Our goal is to help you achieve your financial goals and objectives while minimizing risk and maximizing returns.