Financial Planners

Bloomsbury Wealth

Bloomsbury Wealth is a financial services company based in London, England. They specialize in providing financial planning services to individuals and businesses. Their team of experienced financial planners work closely with clients to develop customized financial plans that meet their unique needs and goals. Bloomsbury Wealth is committed to providing exceptional service and helping clients achieve financial success.

Introduction to Bloomsbury Wealth

Bloomsbury Wealth is a financial services company located in London, England. Founded in 2004, the company has been providing top-notch financial planning services to their clients for over 15 years. The company's purpose is to help their clients achieve their financial goals by providing tailored financial plans and advice. What makes Bloomsbury Wealth unique is their focus on building long-term relationships with their clients, and their commitment to providing unbiased financial advice.

Services & products

Bloomsbury Wealth offers a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, and insurance planning. Their team of expert financial planners works with clients to create personalized financial plans designed to help them achieve their financial goals.

Location

Located at 30 Crown Pl in London, Bloomsbury Wealth is situated in the heart of the city's financial district. The area is home to many businesses, including banks, law firms, and accounting firms. Customers can expect to experience a bustling and dynamic atmosphere in the area. The closest public transportation options are Liverpool Street Station (0.2 miles), Moorgate Station (0.3 miles), and Old Street Station (0.4 miles).

Benefits

Customers should choose Bloomsbury Wealth because of their commitment to building long-term relationships with their clients, and their expertise in providing unbiased financial advice. The company's team of expert financial planners has years of experience in the industry, and they work tirelessly to ensure that their clients achieve their financial goals.

Good to know

Customers should be aware that Bloomsbury Wealth is a fee-only financial planning firm, which means that they do not receive commissions for recommending certain financial products. This ensures that their advice is always unbiased and in the best interest of their clients.

Reviews

Customers have praised Bloomsbury Wealth for their professionalism, expertise, and commitment to their clients. Many have noted that the company's financial planners are knowledgeable and easy to work with, and that they always go above and beyond to help their clients achieve their financial goals.

Amenities

financial planning
investment advice
retirement planning
tax planning
insurance coverage
wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We take the time to get to know each client's unique financial situation, goals, and risk tolerance. We then tailor a financial plan to fit their specific needs and objectives.

What are your fees and how are they structured?

Our fees vary depending on the services required and the complexity of the client's financial situation. We typically charge a percentage of assets under management or an hourly fee. We are transparent about our fees and provide a detailed fee schedule to our clients.

What professional qualifications do your financial planners have?

All of our financial planners hold professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Wealth Manager (CWM). We also require ongoing education and training to ensure our team stays up-to-date with the latest financial planning strategies and regulations.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. We pride ourselves on delivering exceptional service and building long-term relationships with our clients.