Financial Planning Partners Ltd
Financial Planning Partners Ltd is a leading provider of financial advising services and financial services. Based in Crowthorne, England, the company offers expert guidance and support to help clients achieve their financial goals. With a team of experienced professionals and a commitment to delivering personalized solutions, Financial Planning Partners Ltd is dedicated to helping individuals and businesses make informed financial decisions.
Introduction to Financial Planning Partners Ltd
Financial Planning Partners Ltd is a well-established company that has been providing exceptional financial advising services to its clients for over two decades. The company was founded in the early 1990s with a vision to help people achieve their financial goals and secure their financial future. What makes this company unique is its team of highly qualified and experienced financial advisors who work closely with clients to understand their individual needs and develop customized financial plans.Services & products
Financial Planning Partners Ltd offers a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and more. The company's financial advisors work with clients to develop personalized financial plans that align with their goals and objectives. Customers can also access a range of financial products, including mutual funds, stocks, bonds, and insurance.Location
Financial Planning Partners Ltd is located in the beautiful town of Crowthorne in England. The area is known for its picturesque countryside and tranquil atmosphere, making it the perfect location for a financial planning firm. Customers can expect to find a range of businesses in the area, including cafes, restaurants, and shops. The nearest public transportation options include Crowthorne Station (1.5 miles), Sandhurst Station (2.4 miles), and Wokingham Station (4 miles).Benefits
Customers should choose Financial Planning Partners Ltd because of the company's commitment to providing exceptional customer service and personalized financial planning solutions. The company's financial advisors have years of experience in the industry and are dedicated to helping clients achieve their financial goals. The company also offers competitive pricing and a range of financial products to suit all needs.Good to know
Customers should be aware that Financial Planning Partners Ltd is a fee-based financial planning firm. This means that customers pay for the services they receive rather than being charged commissions based on the products they purchase. This ensures that the company's financial advisors are always acting in the best interests of their clients.Reviews
Customers rave about the exceptional service they receive from Financial Planning Partners Ltd. Many customers report that the company's financial advisors are knowledgeable, professional, and dedicated to helping them achieve their financial goals. Customers also appreciate the company's customized approach to financial planning, which ensures that each client receives a plan tailored to their unique needs.Amenities
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free consultation -
online services
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investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We have a team of experienced and qualified financial advisors who have years of experience in providing financial advising services to clients. Our advisors hold relevant certifications and qualifications in the field of finance and are constantly updating their knowledge to provide the best possible advice to our clients.What types of financial services do you offer?
We offer a range of financial services to our clients, including retirement planning, investment management, tax planning, estate planning, insurance planning, and education planning. Our services are tailored to meet the individual needs of each client, and we work closely with them to develop a personalized financial plan.How do you customize your services to meet individual client needs?
We take the time to get to know our clients and their unique financial situations. We then work closely with them to develop a personalized financial plan that takes into account their goals, risk tolerance, and financial resources. We regularly review and adjust our clients' plans to ensure that they remain on track to achieve their financial objectives.How do you charge for your services and what are the fees?
We offer a fee-based model for our financial advising services. Our fees are based on a percentage of the assets that we manage for our clients. We do not charge commissions on any products we recommend, and our clients can rest assured that our advice is always in their best interests.What is your process for monitoring and adjusting investment portfolios?
We regularly monitor our clients' investment portfolios to ensure that they remain aligned with their financial objectives and risk tolerance. We use a disciplined investment approach that focuses on diversification, asset allocation, and risk management. We make adjustments to our clients' portfolios as necessary to ensure that they remain on track to achieve their financial goals.Reviews
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Helen King
Since the beginning of our journey with FPP just over a year ago, the team have sought to clearly understand our needs, explain who they are and provide advice with exceptional clarity. They are responsive, knowledgeable, trustworthy and seek to lay out a level of service which puts their clients at ease, knowing they are being looked after for the long term. If you are looking for a small, professional financial planning service then look to further than FPP.
28-03-2023
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M S
This company charges several thousand pounds a year ongoing financial adviser charges when the real work is done by the Investment House such as the Prudential. When you deal with FPP you pay a substantial investment management charge to the Bond provider itself such as the Pru, thousands of pounds introduction fee for this firm to fill in a simple Bond Investment Form and then thousands of pounds annually to them for "ongoing financial advice" which in my case was non-existent. If you are thinking of using them tell them that you do not agree to pay ongoing advice charges which arem ludicrous when the investment provider does all of the work. The whole thing is a financial RIP-OFF
28-05-2022
