Financial Advising Services

Ambrose Fisher Chartered Financial Planners

Ambrose Fisher Chartered Financial Planners is a UK-based company that specializes in providing financial advising services to its clients. With a team of experienced and knowledgeable professionals, the company offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or tax planning, Ambrose Fisher Chartered Financial Planners has the expertise to provide customized solutions that meet the unique needs of each client. The company is committed to delivering exceptional service and building long-term relationships with its clients.

Introduction to Ambrose Fisher Chartered Financial Planners

Ambrose Fisher Chartered Financial Planners is a financial advising service company based in Canterbury, England. The company has been in business for over 30 years, providing expert financial advice to clients. What sets this company apart from others in the industry is their commitment to providing personalized and tailored advice to each individual client.

Services & Products

Ambrose Fisher Chartered Financial Planners offers a wide range of financial services to their clients. Some of their services include retirement planning, investment management, tax planning, and wealth management. Clients can also receive advice on insurance and estate planning.

Location

Ambrose Fisher Chartered Financial Planners is located in Camburgh House, which is situated on New Dover Road in Canterbury. The area is home to a mix of businesses, including cafes, shops, and other professional services. Clients can expect a friendly and welcoming atmosphere when visiting the office. The nearest public transportation options are Canterbury East train station (0.5 miles away), Canterbury Bus Station (1 mile away), and Canterbury West train station (1.5 miles away).

Benefits

Clients should choose Ambrose Fisher Chartered Financial Planners because of their dedication to providing personalized financial advice. The company takes the time to understand each client's unique situation and develop a tailored plan that meets their specific needs. The team is made up of highly qualified and experienced professionals who are committed to helping clients achieve their financial goals.

Good to know

Clients should be aware that Ambrose Fisher Chartered Financial Planners is a fee-based financial advising service. This means that clients pay a fee for the services provided, rather than the company receiving commissions on any financial products sold.

Reviews

Customers have left positive reviews for Ambrose Fisher Chartered Financial Planners, praising the company for their personalized approach to financial advising. Clients have expressed their satisfaction with the level of service they have received, as well as the team's expertise and professionalism.

Amenities

online services
investment advice
retirement planning
tax planning
insurance services
asset management
budgeting assistance
estate planning

FAQ

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

We are a team of Chartered Financial Planners with many years of experience in providing financial advising services. We hold various qualifications such as the Chartered Financial Planner (CFP) designation, which is the highest level of qualification in financial planning.

What types of financial services do you offer?

We offer a wide range of financial services including investment planning, retirement planning, inheritance tax planning, protection planning, and many more. Our services are tailored to meet the specific needs of each individual client.

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

We understand that every client is unique, and therefore we take a bespoke approach to financial planning. We start by understanding your financial goals and objectives, and then create a tailored plan to achieve them. We also regularly review our clients' plans to ensure they remain on track.

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

We charge for our services on a fee basis, which means that we do not receive any commissions or kickbacks from product providers. Our fees are transparent and agreed upon with our clients in advance. The exact fee will depend on the complexity of the work involved.

What is your process for monitoring and adjusting investment portfolios?

We regularly review our clients' investment portfolios to ensure they remain aligned with their financial goals and risk tolerance. We also keep a close eye on the markets and make adjustments as necessary. Our clients receive regular reports detailing their portfolio performance and any changes we have made.