Cross Border Financial Planning Ltd

Introduction to Cross Border Financial Planning Ltd

Cross Border Financial Planning Ltd is a financial services company that was established with the aim of providing expert financial consultancy and planning services to individuals and businesses. The company has been in operation for several years and has gained a reputation for its reliable and professional services. What sets Cross Border Financial Planning Ltd apart from other financial services companies is its team of highly experienced and knowledgeable financial planners who work closely with clients to understand their unique financial needs and goals.

Services & products

Cross Border Financial Planning Ltd offers a wide range of financial services, which include financial planning, investment management, retirement planning, estate planning, and tax planning. The company's financial planners work closely with clients to develop customized financial plans that are tailored to their specific needs and goals. Additionally, the company offers various investment products, including mutual funds and annuities, to help clients achieve their financial objectives.

Location

Cross Border Financial Planning Ltd is located in Chippenham, a historic market town in Wiltshire, England. The area is home to a variety of businesses, including retail shops, restaurants, and professional services firms. Visitors to the area can expect to experience the charm of a traditional English town, with its historic buildings and picturesque streets. The company is conveniently located near several public transportation options, including the Chippenham railway station, which is just a short walk away.

Benefits

Customers should choose Cross Border Financial Planning Ltd because of the company's commitment to providing expert financial advice and planning services. The company's team of financial planners has years of experience and is dedicated to helping clients achieve their financial goals. Additionally, the company offers a wide range of financial services and products, which makes it a one-stop-shop for all financial needs.

Good to know

Customers should be aware that Cross Border Financial Planning Ltd is committed to providing transparent and honest advice to clients. The company does not receive commissions or fees for recommending specific products or services, which means that clients can trust that the company's recommendations are based solely on their financial needs and goals.

Reviews

Customers have praised Cross Border Financial Planning Ltd for its high level of expertise and professionalism. Clients appreciate the company's personalized approach to financial planning and its commitment to helping them achieve their financial goals. Overall, customers have had positive experiences working with Cross Border Financial Planning Ltd and would recommend the company to others looking for financial planning services.