8 Financial Planning
8 Financial Planning is a financial services company based in Telford, England. They specialize in providing expert financial advice and planning to their clients, with a focus on services such as financial advising, stock brokering, and other financial services. Their team of experienced professionals is dedicated to helping their clients achieve their financial goals and secure their financial future.
Introduction to 8 Financial Planning
8 Financial Planning is a financial services company based in Telford, England. The company was founded 10 years ago by a team of experienced financial advisors and stock brokers with a passion for helping people achieve their financial goals. What sets 8 Financial Planning apart from other companies in the industry is their commitment to providing personalized financial solutions to each of their clients.Services & products
8 Financial Planning offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. Their team of experienced financial advisors work closely with each client to create customized financial plans that meet their unique needs and goals. In addition, the company offers a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds.Location
8 Financial Planning is located in The Hangar, Hadley Park E, Hadley, Telford, which is a bustling business district in Telford. The area is home to a variety of businesses, including technology companies, financial services firms, and healthcare providers. Visitors to the area can expect to experience a vibrant business community with plenty of networking opportunities. The company is conveniently located near several public transportation options, including the Telford Central railway station (2 miles), the Hadley Park bus stop (0.2 miles), and the Telford Shopping Centre bus stop (1.5 miles).Benefits
Customers should choose 8 Financial Planning because of their commitment to providing personalized financial solutions. The company's team of experienced financial advisors work closely with each client to understand their unique needs and goals, and create customized financial plans that help them achieve their objectives. In addition, the company offers a wide range of investment products, and their advisors stay up-to-date on the latest industry trends and investment strategies.Good to know
Customers should be aware that 8 Financial Planning is a fee-based financial services company. This means that clients pay a fee for the services provided by the company, rather than commissions on specific products. This fee-based model helps ensure that the company's advisors act in the best interest of their clients.Reviews
Customers have given 8 Financial Planning high marks for their personalized approach to financial planning and investment management. Many clients have noted that the company's advisors take the time to understand their unique needs and goals, and create customized financial plans that help them achieve their objectives. Clients have also praised the company's wide range of investment products and their team's expertise in the financial services industry.FAQ
What is your experience and track record in the stock market?
At 8 Financial Planning, we have a team of experienced financial advisors who have a strong track record in the stock market. Our advisors have years of experience in the industry and have helped many clients achieve their financial goals through smart investments in the stock market.What is your investment philosophy and approach?
Our investment philosophy is based on creating a customized investment strategy for each of our clients based on their unique financial situation and goals. We take a holistic approach to investing, considering factors such as risk tolerance, time horizon, and financial objectives. Our goal is to help our clients build a diversified portfolio that aligns with their long-term financial goals.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the specific services required and the complexity of the client's financial situation. We offer transparent pricing and will discuss all fees upfront with our clients before starting any work.How do you determine the best financial strategy for your clients?
We determine the best financial strategy for our clients by taking a comprehensive approach to financial planning. We start by assessing their current financial situation, including their income, expenses, assets, and liabilities. We then work with them to identify their long-term financial goals and develop a customized plan to achieve those goals. We take into account their risk tolerance, time horizon, and other factors to create a strategy that aligns with their unique needs.Can you provide references from satisfied clients?
Yes, we are happy to provide references from satisfied clients. We have a strong track record of providing high-quality financial advisory services and have helped many clients achieve their financial goals. We can provide references upon request.Reviews
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Boots (Tom Hawkes)
Rikesh was friendly and really informative! He was a massive help in guiding me towards putting some money away for my future aswell as protection for my current income.
17-04-2023
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Lou Overton
Really pleased with the advice Rik provided, he took the time to listen to my needs and help me make the right choices. Thoroughly recommend 8FP!
17-04-2023
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Shane Stark
Before I spoke to Rik, I never thought about how I could use my money to live a better life now instead of waiting until I am too old and tired to really enjoy living. I was always so focused on building the portfolio I kind of forget to enjoy the fruits of my labour, but Rik has opened my eyes and I would recommend anyone in their 50's with a portfolio over £750K to sit down with Rik for a review.
17-04-2023
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Holly P
Rikesh and the team have helped me feel in control of my financial future, with thorough and well explained advice that focused on my personal needs. I would highly recommend their support and look forward to using them again in the future.
17-02-2023
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gary collins
I experienced a very personable approach putting me in the center understanding what I wanted to achieve this was then backed up with excellent support and really in depth analysis.
17-12-2022
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Lesley Stone
I have had no experience of dealing with financial matters, it was always my husband’s remit but I felt completely confident with Rik’s explanations and advice. He was totally professional and explained things clearly and concisely. I trust Rik completely and would recommend his services to anyone.
17-12-2022
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Creations By Charlotte
Rik is brilliant at what he does. He took his time to explain everything thoroughly for me and help to make the most out of my business and plan for the best future. Highly recommend.
17-11-2022
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Charlotte Chadderton
Rik is very good at listening to exactly what we want to do with our finances both now and in the future and he tailors his advice accordingly.
17-10-2022
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Dave Leddington
Rik took the time to find out exactly what I needed and then put a plan in place to make that happen. Friendly and a joy to work with, I would happily recommend him!
17-10-2022
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Hannah
Rik has provided me with really useful advice on pensions, savings and investments over the past couple of years and has taught me the value of future planning. He is really easy to talk to and explains things clearly. I would recommend Rik to anyone looking for financial advice!
17-10-2022
