Hampshire Financial Planning Ltd is a UK-based company that specializes in providing financial planning and investment services to its clients. With a team of experienced financial advisors and planners, the company offers a range of financial services to help individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or wealth preservation, Hampshire Financial Planning Ltd has the expertise and knowledge to provide tailored solutions to meet the needs of its clients.
Introduction to Hampshire Financial Planning Ltd
Hampshire Financial Planning Ltd is a financial services company based in Fareham, England. The company was founded with the aim of helping individuals and businesses achieve their financial goals. With a team of experienced financial planners and advisors, Hampshire Financial Planning Ltd is dedicated to providing personalized and high-quality services to its clients. What sets this company apart is their commitment to transparency and honesty, which is evident in their approach to financial planning.Services & products
Hampshire Financial Planning Ltd offers a range of services to its clients, including financial planning, investment advice, retirement planning, and insurance services. The company's financial planners work closely with clients to understand their unique financial situation and goals, and provide customized solutions to help them achieve their objectives. Additionally, the company offers a range of investment services, including stocks, bonds, and mutual funds.Location
Hampshire Financial Planning Ltd is located in Solent Business Park, which is a bustling commercial area in the heart of Fareham. The area is home to a variety of businesses, including technology firms, financial institutions, and retail outlets. Visitors to the area can expect to experience a vibrant atmosphere, with plenty of shops, restaurants, and entertainment options. The company is easily accessible by public transportation, with the nearest bus stop (Solent Hotel) located just 0.3 miles away. Other nearby public transportation options include the Swanwick railway station (1.9 miles) and the Fareham railway station (3.3 miles).Benefits
Customers who choose Hampshire Financial Planning Ltd can expect to receive personalized and professional financial advice from a team of experienced advisors. The company takes a holistic approach to financial planning, taking into account all aspects of a client's financial situation. Hampshire Financial Planning Ltd is also committed to providing transparent and honest advice, and has a track record of helping clients achieve their financial goals.Good to know
Customers should be aware that Hampshire Financial Planning Ltd is a fee-only financial planning firm. This means that the company does not receive commissions or other forms of compensation from the sale of financial products. Instead, the company charges a fee for its services, which is based on the scope of work and complexity of the financial plan.Reviews
Customers have praised Hampshire Financial Planning Ltd for their personalized approach to financial planning, as well as their commitment to transparency and honesty. Many clients have reported that the company's advisors are knowledgeable and professional, and have helped them achieve their financial goals. Overall, customers have expressed satisfaction with the services provided by Hampshire Financial Planning Ltd.
FAQ
What types of financial planning services do you offer?
We offer a range of financial planning services including retirement planning, investment management, estate planning, tax planning, and insurance planning. Our team of experienced financial advisors work closely with clients to understand their unique financial goals and develop a personalized plan to help them achieve those goals.
What are your fees and how are they structured?
Our fees for financial planning services vary depending on the complexity of the plan and the services provided. We offer both fee-only and commission-based fee structures. For fee-only services, our fees are based on a percentage of assets under management or a flat fee. For commission-based services, our fees are based on the products and services recommended to clients. We are transparent about our fees and will provide a detailed breakdown before any services are provided.
Can you provide examples of past performance for your investment portfolios?
We are proud of our track record of success and can provide examples of past performance for our investment portfolios. However, it's important to note that past performance is not a guarantee of future results. We emphasize a long-term investment strategy and work closely with clients to develop a diversified portfolio tailored to their specific financial goals and risk tolerance.
Can you provide references or testimonials from satisfied clients?
We value the privacy of our clients and do not share personal information without their consent. However, we have received positive feedback from many satisfied clients and are happy to provide testimonials upon request. Our team is committed to providing exceptional service and helping clients achieve their financial goals.
