Financial Planners
Hastings Financial Planning Ltd
Hastings Financial Planning Ltd is a financial services company located in Birmingham, England. They specialize in providing expert financial planning advice to their clients. Their team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals. Hastings Financial Planning Ltd is committed to providing exceptional service and tailoring their solutions to meet the unique needs of each client. Contact them today to learn more about their financial planning services.
Introduction to Hastings Financial Planning Ltd
Hastings Financial Planning Ltd is a financial services company based in Water Orton, Birmingham, England. The company was established several years ago with the aim of providing financial planning services to individuals and businesses. What sets the company apart is their personalized approach to financial planning, tailoring their services to meet the unique needs of each client.Services & Products
Hastings Financial Planning Ltd offers a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance, mortgages, and other financial products. Their team of experienced financial planners work closely with clients to develop customized financial plans that help them achieve their financial goals.Location
The company is located on New Road in Water Orton, a charming village in the outskirts of Birmingham. The area is known for its picturesque countryside and historic landmarks, including the Water Orton Castle and the St. Peter and St. Paul Church. There are several local businesses in the area, including restaurants, cafes, and shops. The company is easily accessible by public transportation, with the closest bus stop being just a few minutes walk away. The three closest public transportation options are: Water Orton Railway Station (0.4 miles), Water Orton Bus Stop (0.2 miles), and Coleshill Parkway Railway Station (2.2 miles).Benefits
Customers should choose Hastings Financial Planning Ltd for their expertise and personalized approach to financial planning. The company has a team of experienced financial planners who work closely with clients to develop customized financial plans that help them achieve their financial goals. They also offer a wide range of financial planning services, making them a one-stop-shop for all financial needs.Good to Know
Customers should be aware that Hastings Financial Planning Ltd is a fee-only financial planning company, meaning they do not receive commissions on any financial products they recommend. This ensures that their advice is always in the best interest of their clients.Reviews
Customers have given Hastings Financial Planning Ltd positive reviews, praising the company for their personalized approach to financial planning and their knowledgeable team of financial planners. Clients have reported feeling more confident in their financial future after working with the company.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
FAQ
What types of financial planning services do you offer?
We offer a variety of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance analysis.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 financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial plan that fits their individual needs.What are your fees and how are they structured?
Our fees vary depending on the services provided and the complexity of the financial plan. We offer both fee-only and commission-based pricing structures. We are transparent about our fees and will provide a detailed breakdown of costs upfront.What professional qualifications do your financial planners have?
Our financial planners hold a range of professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Planner (ChFP). We prioritize continuing education and ensure our team stays up-to-date with the latest industry knowledge.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references or testimonials from our satisfied clients. We take pride in the relationships we build with our clients and are confident in the quality of our services.Reviews
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Chris Oliver
I have used this company two years and having no idea on financial things or pension i was recommended to this company by a friend and i can say all the advice i have been given as been excellent. And all i could say their advisor mr LEE Smith is always their at the end of the phone. Would recommend them to all my friends and family.
26-05-2020
