Featured image
Financial Advising Services

Horizon Financial Planning Limited

Horizon Financial Planning Limited is a financial advising services company based in Sutton Coldfield, England. They offer a range of financial services to help clients plan and manage their finances. With a team of experienced professionals, Horizon Financial Planning Limited is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

Introduction to Horizon Financial Planning Limited

Horizon Financial Planning Limited is a financial advising services company located in The Royal Town of Sutton Coldfield, Birmingham, England. The company was established with the goal of providing clients with the best financial services and advice. One unique aspect of Horizon Financial Planning Limited is that they personalize their services to meet the individual needs of their clients.

Services & products

Horizon Financial Planning Limited offers a wide range of financial services to their clients. Some of the services include investment planning, retirement planning, tax planning, and estate planning. The company also provides insurance services like life insurance and disability insurance. Customers can purchase various financial products from Horizon Financial Planning Limited such as mutual funds, stocks, and bonds.

Location

Horizon Financial Planning Limited is situated in a busy area of Sutton Coldfield. The area is known for its various businesses, including restaurants, shops, and offices. Customers can expect to experience a lively atmosphere, making it a convenient location for their financial needs. The nearest public transportation options are Sutton Coldfield train station (0.5 miles), Sutton Coldfield bus station (0.3 miles), and Brassington Avenue bus stop (0.1 miles).

Benefits

Horizon Financial Planning Limited stands out from other financial advising services companies in the industry because of their commitment to providing personalized services tailored to the needs of each client. They also have a team of experienced professionals who are knowledgeable in the financial industry and can provide expert advice to clients.

Good to know

Customers should be aware that Horizon Financial Planning Limited may require a minimum investment to receive their services. It is recommended that customers inquire about this requirement before signing up for any financial services.

Reviews

Customers have praised Horizon Financial Planning Limited for their knowledgeable and professional staff. Many have noted that the company has helped them achieve their financial goals and provided them with peace of mind knowing their finances are in good hands.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    debt management
  • amenity
    credit counseling
  • amenity
    estate planning

FAQ

What is your experience and qualifications in providing financial advising services?

At Horizon Financial Planning Limited, we have a team of highly qualified and experienced financial advisors who hold relevant qualifications and certifications in the field of financial planning. We have been providing financial advising services for many years and have a proven track record of helping our clients achieve their financial goals.

What types of financial services do you offer?

We offer a wide range of financial services to our clients, including retirement planning, investment management, tax planning, estate planning, and insurance planning. We work closely with our clients to understand their unique financial situation and tailor our services to meet their individual needs.

How do you customize your services to meet individual client needs?

We believe that every client is unique and has different financial needs and goals. That's why we take a personalized approach to our services and work closely with our clients to understand their specific needs and goals. We then develop a customized financial plan that is designed to help them achieve their objectives.

How do you charge for your services and what are the fees?

We charge for our services based on the complexity of the work involved and the amount of time required to complete the work. We provide our clients with a clear and transparent fee structure upfront, so there are no surprises. Our fees are competitive and reflect the high-quality service that we provide.

What is your process for monitoring and adjusting investment portfolios?

We have a rigorous process for monitoring and adjusting investment portfolios. We regularly review our clients' portfolios to ensure that they are aligned with their goals and risk tolerance. We also keep up to date with market trends and make adjustments as necessary to ensure that our clients' portfolios are optimized for growth and stability.