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Financial Planners

Cube Financial Planning Ltd

Cube Financial Planning Ltd is a financial services company based in Rookley, England. They specialize in providing expert financial planning services to clients, helping them to achieve their financial goals and secure their financial future. With a team of experienced financial planners, Cube Financial Planning Ltd is committed to providing personalized and tailored financial advice to each and every client. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Cube Financial Planning Ltd can help. Contact them today to learn more about their range of financial services.

Introduction to Cube Financial Planning Ltd

Cube Financial Planning Ltd is a financial planning company based in Rookley, England. The company was founded with the purpose of providing personalized financial services to its clients. What makes Cube Financial Planning unique is its team of experienced financial planners who work closely with clients to understand their individual needs and provide tailored solutions.

Services & Products

Cube Financial Planning offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. Clients can also receive advice on mortgages, insurance, and other financial products.

Location

Cube Financial Planning is located in Michelmersh, a small village in the countryside near Romsey. The area is known for its peaceful surroundings and beautiful landscapes. There are a few other businesses in the area, including a farm shop and a pub. The closest public transportation options are the Romsey train station (3.4 miles away), the Timsbury bus stop (0.7 miles away), and the Mottisfont & Dunbridge train station (2.7 miles away).

Benefits

Customers should choose Cube Financial Planning because of the company's dedication to providing personalized financial services. The team of financial planners has a wealth of experience and is committed to helping clients achieve their financial goals. Cube Financial Planning takes a holistic approach to financial planning, considering all aspects of a client's financial situation.

Good to Know

Customers should be aware that Cube Financial Planning is a fee-only financial planning firm. This means that the company does not receive commissions or other compensation for recommending certain financial products.

Reviews

Customers have praised Cube Financial Planning for its excellent customer service and personalized approach to financial planning. Many clients have reported feeling more confident about their financial future after working with the company.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

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

How do you customize financial plans to fit individual clients?

We begin by conducting a comprehensive analysis of the client's financial situation, goals, and risk tolerance. Based on this information, we develop a personalized financial plan that is tailored to the client's unique needs and circumstances.

What are your fees and how are they structured?

Our fees vary depending on the complexity of the client's financial situation and the services provided. We offer transparent fee structures and will discuss all fees with clients before any work is done.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified professionals with extensive experience in the industry. They hold recognized certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP).

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. We have many long-term relationships with our clients and take pride in helping them achieve their financial goals.