Financial Advising Services
Firmitas Financial Services Ltd
Firmitas Financial Services Ltd is a company that specializes in providing financial advising services and other financial services. Located in Fareham, England, Firmitas Financial Services Ltd is committed to helping their clients achieve their financial goals.
Introduction to Firmitas Financial Services Ltd
Firmitas Financial Services Ltd is a UK-based company that provides financial advising services to individuals and businesses. Established in 2010, the company has since built a reputation for being a reliable and trustworthy financial advisor. What sets Firmitas apart from other financial services companies is their commitment to providing personalized solutions to each of their clients, taking into account their unique financial situation and goals.Services & products
Firmitas Financial Services Ltd offers a variety of services to their clients, including investment advice, retirement planning, and tax planning. They also provide insurance services, such as life insurance and disability insurance. Clients can expect to receive personalized financial plans tailored to their individual needs.Location
Firmitas Financial Services Ltd is located in Fareham, England, in the West Wing of the Just Develop It building. The surrounding area is home to a variety of businesses, including technology companies and financial services firms. Clients can expect a professional and modern atmosphere when visiting the Firmitas office. The nearest public transportation options include the Segensworth Bus Stop, which is a 5-minute walk away, and the Swanwick Train Station, which is a 10-minute drive away. The Fareham Train Station is also nearby, located 15 minutes away by car.Benefits
Clients should choose Firmitas Financial Services Ltd because of their commitment to providing personalized financial solutions. The company takes the time to understand each client's unique financial situation and goals, and works with them to create a plan that fits their needs. Additionally, Firmitas has a team of experienced financial advisors who have a deep understanding of the industry and can provide expert advice on a variety of financial topics.Good to know
Clients should be aware that Firmitas Financial Services Ltd is a fee-based financial advisor, which means that they charge for their services. However, the company is upfront about their fees and works to ensure that clients understand what they are paying for.Reviews
Customers have praised Firmitas Financial Services Ltd for their personalized approach to financial advising. Many have noted that the company takes the time to understand their unique financial situation and goals, and provides tailored solutions that fit their needs. Clients also appreciate the expertise of the Firmitas team, who are able to provide expert advice on a variety of financial topics. Overall, customers recommend Firmitas Financial Services Ltd for anyone looking for a reliable and trustworthy financial advisor.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 are a team of experienced and qualified financial advisors with years of experience in the industry. Our team consists of certified financial planners, chartered financial analysts, and other financial professionals. We have a deep understanding of the financial markets and extensive knowledge of investment strategies.What types of financial services do you offer?
We offer a wide range of financial services that are tailored to meet the unique needs of our clients. Our services include investment management, retirement planning, estate planning, tax planning, insurance planning, and more. We work closely with our clients to understand their goals and develop customized financial plans that help them achieve their objectives.How do you customize your services to meet individual client needs?
We believe that every client is unique and has specific financial needs and goals. To ensure that we meet the individual needs of our clients, we take a personalized approach to our services. We work closely with our clients to understand their financial situation, goals, and risk tolerance. Using this information, we develop customized financial plans that are designed to help them achieve their financial objectives.How do you charge for your services and what are the fees?
We charge our clients based on the services we provide. The fees for our services vary depending on the complexity of the financial plan and the level of service required. We are transparent about our fees and provide our clients with an upfront fee schedule that outlines the costs associated with our services. We do not charge any hidden fees, and our clients are only charged for the services they receive.What is your process for monitoring and adjusting investment portfolios?
We believe that monitoring and adjusting investment portfolios is crucial to achieving long-term financial goals. We regularly review our clients' portfolios to ensure that they are aligned with their financial objectives and risk tolerance. We use a disciplined investment process that includes ongoing analysis of market trends and economic conditions. Based on this analysis, we make adjustments to our clients' portfolios to ensure that they are well-positioned to achieve their long-term financial goals.Reviews
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Michael Byfield
One of the Firmitas' advisors (Mike Triggs) came round to advise on my pension. He was very well informed and his advise was good. Happy to recommend Firmitas.
28-05-2022
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Andy Dolan
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2022
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Leighton Buchanan
Excellent service very helpful staff.
28-05-2021
