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Financial Planners

Freedom Financial Planning

Freedom Financial Planning is a financial planning company based in High Peak, England. They specialize in providing financial services to their clients, including financial planning and advice. Their team of experienced financial planners work closely with clients to help them achieve their financial goals and make informed decisions about their finances. Freedom Financial Planning is committed to providing personalized and professional services to their clients, and they strive to build long-lasting relationships based on trust and transparency.

Introduction to Freedom Financial Planning

Freedom Financial Planning is a UK-based financial planning company that aims to help people achieve their financial goals. With over 10 years of experience in the industry, the company was founded with a mission to provide personalized financial planning services that are tailored to each individual's unique situation. What sets Freedom Financial Planning apart from its competitors is its commitment to transparency and its focus on building long-term relationships with its clients.

Services & Products

Freedom Financial Planning offers a range of financial planning services, including retirement planning, investment planning, estate planning, and tax planning. Clients can also access the company's range of financial products, such as life insurance, critical illness cover, and income protection. All of the company's services and products are designed to help clients achieve their financial goals and protect their financial futures.

Location

Freedom Financial Planning is located on Union Road in New Mills, High Peak. The area is known for its beautiful countryside and is a popular spot for outdoor enthusiasts. The town of New Mills is home to a variety of businesses, including shops, restaurants, and cafes. The area is well-connected by public transportation, with the closest train station just a 5-minute walk from the office. Other nearby public transportation options include the New Mills bus station (0.2 miles away) and the New Mills Newtown train station (0.8 miles away).

Benefits

One of the main benefits of choosing Freedom Financial Planning is the company's personalized approach to financial planning. The company's team of experienced financial planners work closely with each client to develop a customized financial plan that meets their unique needs and goals. Additionally, the company's commitment to transparency means that clients can trust that they are receiving honest and unbiased advice.

Good to know

Clients should be aware that Freedom Financial Planning is a fee-based financial planning company. This means that the company charges a fee for its services rather than earning commissions on financial products that it recommends. This fee structure allows the company to provide unbiased advice that is focused solely on the client's best interests.

Reviews

Clients have praised Freedom Financial Planning for its knowledgeable and friendly staff, as well as its personalized approach to financial planning. Many clients have noted that the company's services have helped them to achieve their financial goals and feel more confident about their financial futures.

Amenities

  • amenity
    free consultation
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    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
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    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance
  • amenity
    credit counseling

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 education planning. Our services are tailored to meet the specific needs and goals of each individual client.

How do you customize financial plans to fit individual clients?

We begin by conducting an in-depth analysis of each client's financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial plan that is tailored to meet their specific needs and goals. We also regularly review and update the plan as needed to ensure it remains aligned with their changing circumstances.

What are your fees and how are they structured?

Our fees are based on a percentage of the assets we manage for each client. The exact percentage depends on the level of service provided and the size of the account. We believe in fee transparency and provide a detailed breakdown of our fees to each client before they engage our services.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold a range of professional designations including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We also require our planners to undergo ongoing professional development to stay up-to-date on the latest financial planning strategies and industry trends.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from many satisfied clients. We believe that client satisfaction is the ultimate measure of our success and are proud to have a track record of delivering exceptional service and results. Please contact us for more information.