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Financial Planners

Grey Parrot Financial Planning

Grey Parrot Financial Planning is a financial services company based in London, England. They specialize in providing expert financial planning services to their clients. Their team of experienced financial planners is dedicated to helping clients achieve their financial goals and make informed decisions about their money. With a focus on personalized service and attention to detail, Grey Parrot Financial Planning is committed to providing the highest level of customer satisfaction. Contact them today to learn more about their services.

Introduction to Grey Parrot Financial Planning

Grey Parrot Financial Planning is a financial planning company based in London, England. The company was founded with the purpose of providing personalized financial planning services to individuals and businesses. What makes this company unique is the team of experienced financial planners who work with clients to create customized financial plans that are tailored to their specific needs.

Services & products

Grey Parrot Financial Planning offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. Clients can also receive advice on insurance and risk management. The company's financial planners use a comprehensive approach to create a personalized plan that takes into account the client's financial goals, risk tolerance, and investment preferences.

Location

Grey Parrot Financial Planning is located in London's West End neighborhood, on Mortimer Street. The area is known for its mix of businesses, including restaurants, shops, and professional services. Clients can expect a bustling atmosphere in the area, with plenty of foot traffic and a lively energy. The company is easily accessible by public transportation, with the Oxford Circus, Tottenham Court Road, and Goodge Street stations all located within a half-mile radius.

Benefits

Clients should choose Grey Parrot Financial Planning because of the company's commitment to personalized financial planning. The company's financial planners work closely with clients to create customized plans that are tailored to their specific needs and goals. In addition, the company places a strong emphasis on transparency and communication, ensuring that clients are kept informed throughout the planning process.

Good to know

Clients should be aware that Grey Parrot Financial Planning is a fee-only financial planning firm. This means that the company does not receive commissions or any other form of compensation from third-party providers. Instead, clients pay a flat fee for the services they receive.

Reviews

Customers have praised Grey Parrot Financial Planning for its attentive and personalized service. Clients appreciate the company's thorough approach to financial planning, as well as the team's expertise and professionalism. Overall, customers feel that Grey Parrot Financial Planning is a trustworthy and reliable partner in managing their finances.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation

FAQ

What types of financial planning services do you offer?

At Grey Parrot Financial Planning, we offer a range of financial planning services including retirement planning, investment planning, tax planning, estate planning, and insurance planning. We work with our clients to create customized plans that meet their specific needs and goals.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning and work closely with each client to understand their unique situation, goals, and concerns. We then develop a customized plan that takes into account their specific needs and preferences, as well as their risk tolerance and time horizon.

What are your fees and how are they structured?

Our fees are based on the complexity of the client's financial situation and the scope of services provided. We offer both hourly and project-based fees, as well as ongoing asset management fees for clients who choose to work with us on an ongoing basis. We are committed to being transparent and upfront about our fees, and we provide a detailed fee schedule to each client before beginning our work together.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified and hold advanced degrees in finance, accounting, or related fields. In addition, they hold industry certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). We are committed to ongoing professional development and require our financial planners to stay up-to-date with the latest industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from satisfied clients. We have a proven track record of helping clients achieve their financial goals, and we are proud of the relationships we have built with our clients over the years. Please contact us for more information or to request references.

Reviews

  • Luke Behenna

    I have recently done a review of my asset portfolio with Tim and he has found some very innovative ways to maximise return on my investments, I am very please with his service and have recommended Grey Parrott to several of my clients who have also had similar success.

    05-05-2023

  • fineinsurance1

    We teamed up with Grey Parrot & work with them closely for the benefit of our clients - they are helpful and insightful

    26-04-2023