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Financial Advising Services

A Kennedy Financial Services Limited

A Kennedy Financial Services Limited is a company that provides Financial Advising Services and Financial Services. They are based in Dover, England, but their address is not disclosed.

Introduction to A Kennedy Financial Services Limited

A Kennedy Financial Services Limited is a financial advising services company located in Dover, England. The company was founded with the purpose of providing high-quality financial services to individuals and businesses in the area. What makes this company unique is their commitment to providing personalized and tailored financial advice to each of their clients, taking into account their specific needs and goals.

Services & Products

A Kennedy Financial Services Limited offers a wide range of financial services, including retirement planning, investment advice, tax planning, and estate planning. Customers can also purchase insurance products such as life insurance, long-term care insurance, and disability insurance.

Location

Located on Minnis Ln in Dover, customers can expect to find a mix of businesses in the area, including other financial services companies, restaurants, and retail shops. The area is easily accessible by public transportation, with the closest options being the Dover Priory train station (2.2 miles away), the Pencester Road bus stop (0.2 miles away), and the Charlton Shopping Centre bus stop (0.3 miles away).

Benefits

Customers should choose A Kennedy Financial Services Limited because of their personalized approach to financial advising. Unlike other companies in the same industry, A Kennedy Financial Services Limited takes the time to get to know each client and their individual goals, creating a customized financial plan that is unique to them.

Good to Know

Customers should be aware that A Kennedy Financial Services Limited is a fee-based financial advising services company. This means that they charge a fee for their services rather than earning commissions from the products they recommend.

Reviews

Customers have praised A Kennedy Financial Services Limited for their personalized approach to financial advising and their commitment to helping clients achieve their financial goals. Many have also noted the knowledgeable and friendly staff, making for a positive overall experience.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    debt management
  • amenity
    credit counseling
  • amenity
    estate planning

FAQ

What is your experience and qualifications in providing financial advising services?

We are a team of experienced and qualified financial advisors with years of experience in providing financial advising services to clients. Our advisors hold relevant certifications and qualifications to ensure that our clients receive expert advice. 

What types of financial services do you offer?

We offer a range of financial services including financial planning, retirement planning, investment management, tax planning, estate planning, and insurance planning. Our services are tailored to meet the individual needs and goals of our clients. 

How do you customize your services to meet individual client needs?

We take the time to understand the unique financial goals and priorities of each of our clients. We then work closely with them to develop a customized financial plan that meets their specific needs. Our advisors provide ongoing support and regularly review and adjust the plan as needed. 

How do you charge for your services and what are the fees?

We offer a transparent fee structure and charge based on the services provided. Our fees are competitive and depend on the complexity and scope of the services required. We always provide a clear breakdown of the fees involved and ensure that our clients are aware of all costs upfront. 

What is your process for monitoring and adjusting investment portfolios?

We regularly monitor and review the performance of our clients' investment portfolios. Our team of experienced investment professionals analyze market trends and adjust portfolios accordingly to ensure that they are aligned with our clients' financial goals and risk tolerance. We provide our clients with regular reports on portfolio performance and are always available to discuss any concerns or questions they may have.