Financial Planners

Estatesearch - Financial Asset Search

Estatesearch Financial Asset Search is a London-based company that specializes in financial asset search services. They are dedicated to helping clients locate and recover lost or forgotten assets through their extensive knowledge and expertise in the financial industry. Their team of experienced financial planners and professionals provide personalized services to meet the unique needs of each client. Estatesearch Financial Asset Search is committed to delivering high-quality financial services that exceed their clients' expectations.

Introduction to Estatesearch Financial Asset Search

Estatesearch Financial Asset Search is a company based in London, England. The company was established to help customers locate their financial assets. It has been in operation for over ten years, and it stands out from other companies in the industry because of its personalized approach to customer service.

Services & Products

Estatesearch Financial Asset Search offers a range of services to its customers. Its main service is helping customers find their financial assets, including bank accounts, shares, and pensions. The company also provides financial planning services to help customers manage their assets better.

Location

Estatesearch Financial Asset Search is located in the heart of London, on Chancery Lane. The area is known for its legal and financial businesses, and customers can expect to find a range of professional services in the area. The nearest public transport options are Chancery Lane Station, which is 0.1 miles away, Holborn Station, which is 0.4 miles away, and Farringdon Station, which is 0.7 miles away.

Benefits

Customers should choose Estatesearch Financial Asset Search because of its personalized approach to customer service. The company takes the time to understand each customer's needs and works closely with them to achieve their financial goals. It also has a team of experienced financial planners who can provide expert advice to customers.

Good to Know

Customers should be aware that Estatesearch Financial Asset Search only operates in the United Kingdom.

Reviews

Customers have praised the company for its outstanding customer service, personalized approach, and knowledgeable staff. They have also commented on the company's ability to help them locate their financial assets quickly and efficiently.

Amenities

online account access
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 planning, tax planning, estate planning, and insurance planning. Our services are tailored to meet the individual needs and goals of each client.

How do you customize financial plans to fit individual clients?

We begin by conducting a thorough analysis of each client's financial situation, goals, and risk tolerance. Based on this analysis, we develop a personalized financial plan that takes into account the client's unique circumstances and objectives. We also regularly review and adjust the plan as needed to ensure it remains aligned with the client's goals.

What are your fees and how are they structured?

Our fees vary depending on the scope of the services we provide and the complexity of each client's financial situation. We offer both fee-only and fee-based pricing structures. Under our fee-only structure, we charge clients a fixed or hourly rate for our services. Under our fee-based structure, we receive compensation from both fees and commissions.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and experienced professionals. They hold advanced degrees in finance, accounting, or related fields, and many also hold professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). We take great pride in the expertise and professionalism of our team.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our many satisfied clients. We believe that our clients are the best testament to the quality of our services, and we are proud of the positive feedback we have received over the years. Please contact us if you would like to learn more about what our clients have to say about our work.