Charter Financial Planning
Charter Financial Planning is a financial services company based in Preston, England. They specialize in providing expert financial advice and guidance to individuals and businesses alike. Their team of experienced financial consultants are dedicated to helping their clients achieve their financial goals and objectives. With a focus on personalized service and attention to detail, Charter Financial Planning is committed to delivering the highest level of customer satisfaction. Whether you are looking for assistance with retirement planning, investment management, or any other financial matter, Charter Financial Planning is here to help.
Introduction to Charter Financial Planning
Charter Financial Planning has been providing financial services to clients in the United Kingdom for over 20 years. Their purpose is to help clients achieve their financial goals through personalized financial planning. What makes Charter Financial Planning unique is their team of experienced financial consultants who are dedicated to providing excellent customer service.Services & Products
Charter Financial Planning offers a range of financial services including retirement planning, investment advice, tax planning, and estate planning. They also provide insurance solutions to protect clients' assets and income.Location
Charter Financial Planning is located in the Ferry Road Office Park in Preston, England. The area is home to a variety of businesses, including law firms, accounting firms, and technology companies. Clients can expect a professional and welcoming environment when visiting the office. The closest public transportation options are the Preston Bus Station (2 miles), Preston Railway Station (2.5 miles), and the Preston Park and Ride (0.5 miles).Benefits
Clients should choose Charter Financial Planning because of their commitment to personalized financial planning. The team of financial consultants takes the time to understand each client's unique financial situation and goals, and then develops a customized plan to help them achieve those goals. Clients can also expect excellent customer service and ongoing support from the team.Good to Know
Clients should be aware that Charter Financial Planning is a fee-based financial planning firm. This means that clients pay for the services they receive, rather than the firm earning commissions from the sale of financial products.Reviews
Customers have praised Charter Financial Planning for their professionalism, knowledge, and excellent customer service. Many clients have reported feeling more confident about their financial future after working with the team at Charter Financial Planning.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, insurance planning, and more.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry and hold various certifications and licenses. They are highly skilled and knowledgeable in their field and are dedicated to providing the best service to our clients.How do you charge for your services?
We charge for our services on a fee basis or a commission basis, depending on the type of service and the client's preference. We are transparent about our fees and ensure that our clients understand the cost of our services before proceeding.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies of our past clients upon request. We pride ourselves on our successful track record and are confident in our ability to help our clients achieve their financial goals.How will you tailor your services to meet my specific financial goals and needs?
We take a personalized approach to each client and create a customized financial plan based on their unique goals, needs, and circumstances. We work closely with our clients to understand their financial situation and develop a plan that meets their specific needs and objectives.Reviews
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M Calders
Excellent service.
17-06-2020
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Gamefuse World
Iqram was excellent :) !!!
17-06-2020
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Rod Hamilton
I couldn't recommend this company highly enough. Angela provides great customer service and is a pleasure to deal with.
17-06-2018
