Financial Consultants

Common Sense Financial Planning

Common Sense Financial Planning is a reputable company based in Lichfield, England. They specialize in providing expert financial services and advice to their clients. Their team of experienced financial consultants is dedicated to helping individuals and businesses achieve their financial goals through effective planning and management. Common Sense Financial Planning is committed to providing their clients with the highest level of service and expertise in the industry.

Introduction to Common Sense Financial Planning

Common Sense Financial Planning is a financial consulting company located in Lichfield, England. The company was founded with the goal of providing financial services to individuals and businesses that are accessible, understandable, and tailored to meet their specific needs. What sets Common Sense Financial Planning apart from other financial planning companies is their commitment to providing personalized and jargon-free financial advice.

Services & products

Common Sense Financial Planning offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. They take a holistic approach to financial planning, considering all aspects of a client's financial situation and goals. In addition, they offer educational resources and workshops to help clients understand financial concepts and make informed decisions.

Location

Common Sense Financial Planning is located on Birmingham Road in Lichfield, a historic city in Staffordshire, England. The area is known for its picturesque architecture and vibrant cultural scene. Along with small shops and restaurants, the area also has several banks and financial institutions. The closest public transportation options to the company are Lichfield Trent Valley railway station (1.2 miles), Lichfield City railway station (1.3 miles), and Lichfield Bus Station (0.8 miles).

Benefits

Customers should choose Common Sense Financial Planning because of their commitment to personalized financial planning. The company's approach is not one-size-fits-all, and their services are tailored to each client's unique needs and goals. They also prioritize education and transparency, ensuring that clients understand the financial planning process and are confident in the decisions they make.

Good to know

Customers should be aware that Common Sense Financial Planning operates on a fee-only basis. This means that they do not receive commissions for products or services recommended to clients, ensuring that their advice is unbiased and free from conflicts of interest.

Reviews

Customers have praised Common Sense Financial Planning for their knowledgeable and friendly staff, as well as their clear and understandable financial advice. Clients appreciate the company's commitment to educating and empowering them to make informed financial decisions.

Amenities

computer
wi-fi
coffee maker
reception desk
parking
wheelchair accessible

FAQ

What types of financial services do you offer?

At Common Sense Financial Planning, we offer a range of financial services that include retirement planning, investment management, tax planning, estate planning, and more. We work with our clients to create customized financial plans based on their goals and needs.

What experience do your financial consultants have?

Our financial consultants have a wealth of experience in the financial services industry. They are highly qualified and possess the necessary certifications to provide our clients with expert financial advice. Our consultants stay up-to-date with the latest industry trends and regulations to ensure that our clients receive the best possible service.

How do you charge for your services?

We charge for our services on a fee-only basis. This means that we charge a flat fee for our services rather than receiving commissions on products we recommend. This allows us to provide unbiased advice that is solely in the best interest of our clients.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients. We are proud of the work we do and the positive impact we have on our clients' financial lives. We are happy to share our success stories and testimonials with potential clients.

How will you tailor your services to meet my specific financial goals and needs?

At Common Sense Financial Planning, we understand that each client is unique and has different financial goals and needs. That's why we take a personalized approach to our services. We work closely with our clients to understand their financial situation and goals, and then create a customized financial plan that is tailored to their specific needs. We also provide ongoing support and guidance to ensure that our clients stay on track toward achieving their financial goals.