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Financial Consultants

Horizon Financial Planning Ltd

Horizon Financial Planning Ltd is a financial services company based in Birmingham, England. They specialize in providing expert financial advice and planning to their clients. Their team of experienced financial consultants is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and attention to detail, Horizon Financial Planning Ltd is committed to providing their clients with the highest level of financial expertise and support.

Introduction to Horizon Financial Planning Ltd

Horizon Financial Planning Ltd is a financial consulting company based in Birmingham, England. The company was founded with the aim of providing personalized and comprehensive financial planning services to individuals and businesses. The team at Horizon Financial Planning Ltd has years of experience in the financial services industry and is committed to helping clients achieve their financial goals. What sets this company apart is their dedication to building long-term relationships with their clients, ensuring that their financial plans are always up-to-date and relevant.

Services & Products

Horizon Financial Planning Ltd offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance and risk management, helping clients to protect their assets and investments. In addition to their consulting services, Horizon Financial Planning Ltd offers a range of financial products, including mutual funds, annuities, and insurance policies.

Location

Horizon Financial Planning Ltd is located in Birmingham, a vibrant city in the heart of England. The area surrounding the company is home to a variety of businesses, including restaurants, cafes, and shops. Customers can expect to experience the bustling energy of the city while visiting the offices of Horizon Financial Planning Ltd. The company is easily accessible by public transportation, with the closest options being the Five Ways Station, the Birmingham New Street Station, and the Moor Street Station, all within 2 miles of the company.

Benefits

Customers should choose Horizon Financial Planning Ltd because of their commitment to personalized service and long-term relationships. The team at Horizon Financial Planning Ltd takes the time to get to know their clients, understanding their unique financial goals and needs. They work closely with clients to develop customized financial plans that are tailored to their specific circumstances. In addition, Horizon Financial Planning Ltd is committed to providing unbiased advice, ensuring that clients receive recommendations that are in their best interests.

Good to know

Customers should be aware that Horizon Financial Planning Ltd operates under strict ethical standards and is regulated by the Financial Conduct Authority (FCA). The company is committed to maintaining the highest level of transparency and integrity in all of their dealings with clients.

Reviews

Customers rave about the personalized service they receive from Horizon Financial Planning Ltd. They appreciate the team's attention to detail and their commitment to building long-term relationships. Clients also praise the company's unbiased advice and customized financial plans, which have helped them achieve their financial goals. Overall, Horizon Financial Planning Ltd is highly recommended for anyone looking for comprehensive and personalized financial planning services.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services, including investment advice, retirement planning, estate planning, tax planning, and insurance planning. Our services are tailored to meet the specific needs and goals of each client.

What experience do your financial consultants have?

Our financial consultants have years of experience in the industry and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They regularly attend training and educational programs to stay up-to-date with the latest industry trends and regulations.

How do you charge for your services?

We charge a fee based on a percentage of assets under management or a flat fee for financial planning services. We are transparent about our fees and do not charge hidden fees or commissions.

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

Yes, we can provide references and case studies of our past clients. We are proud of our track record of helping clients achieve their financial goals and are happy to share their success stories.

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 the time to get to know our clients and their financial situation before creating a customized financial plan that addresses their specific needs and goals. We regularly review and adjust our plans to ensure they remain relevant and effective.