Financial Consultants

Hannah Consultancy

Hannah Consultancy is a financial consultancy firm based in Halesowen, England. They specialize in providing expert financial services and advice to individuals and businesses alike. With a team of experienced financial consultants, Hannah Consultancy is committed to helping their clients achieve their financial goals and secure their financial future. Their services include financial planning, investment management, retirement planning, and more. Hannah Consultancy is dedicated to providing personalized and tailored solutions to meet the unique needs of each client.

Introduction to Hannah Consultancy

Hannah Consultancy is a financial consultancy located in Halesowen, England. The company was founded by Hannah, a finance expert with over 10 years of experience in the industry. Hannah Consultancy prides itself on offering personalized financial services to its clients, taking the time to understand their unique needs and goals. What sets this company apart is its commitment to transparency and honesty in all its dealings.

Services & products

Hannah Consultancy offers a range of financial services, including financial planning, investment management, retirement planning, and tax planning. They also provide advice on insurance and estate planning. Clients can expect a personalized approach to financial planning, with a focus on achieving their financial goals in the most efficient way possible.

Location

Hannah Consultancy is located on Stourbridge Road in Halesowen. The area is known for its mix of residential and commercial properties, with a variety of local shops and businesses. The nearest public transportation options are the Halesowen bus station, which is a 5-minute walk away, and the Old Hill train station, which is a 10-minute drive away. The Rowley Regis train station is also nearby, at a distance of 2.3 miles.

Benefits

Clients of Hannah Consultancy can expect personalized financial advice tailored to their unique needs and goals. The company's commitment to transparency and honesty ensures that clients can trust in the advice they receive. Hannah Consultancy's expertise in financial planning and investment management means clients can feel confident that their financial future is in good hands.

Good to know

Clients should be aware that Hannah Consultancy operates on a fee-only basis, meaning they do not receive commissions for any products or services recommended to clients. This ensures that the company's advice is always in the best interest of the client.

Reviews

Clients have praised Hannah Consultancy for its personalized approach to financial planning and investment management. They appreciate the company's transparency and honesty, and have found the advice they receive to be invaluable in achieving their financial goals. Overall, clients highly recommend Hannah Consultancy for anyone looking for expert financial advice.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
financial advice
investment advice
tax planning

FAQ

What types of financial services do you offer?

At Hannah Consultancy, we offer a wide range of financial services including investment planning, retirement planning, tax planning, estate planning, and more. We work with individuals, families, and businesses to provide customized solutions to meet their financial needs.

What experience do your financial consultants have?

Our financial consultants are highly experienced and knowledgeable in the financial industry. They have a minimum of 10 years' experience in the field and hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). We ensure our consultants stay up-to-date with the latest market trends and regulations.

How do you charge for your services?

We charge for our services on a fee-only basis. This means that we do not earn any commission from any financial products we recommend to our clients. Our fees are transparent and based on the complexity of the services we provide.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We take client confidentiality seriously and will only provide information with their consent.

How will you tailor your services to meet my specific financial goals and needs?

We understand that each client has unique financial goals and needs. That's why we take a personalized approach to our services. We will work closely with you to understand your current financial situation and future goals. Based on that, we will create a customized financial plan that meets your specific needs and objectives. We will also review and adjust the plan as needed to ensure you stay on track towards your financial goals.