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Financial Planners

Laurent Wealth Management

Laurent Wealth Management is a financial services company located in Bromsgrove, England. They specialize in providing expert financial planning services to their clients. With a focus on personalized solutions, Laurent Wealth Management helps individuals and businesses achieve their financial goals. Their team of experienced financial planners is dedicated to providing exceptional service and advice to their clients. Whether you need help with retirement planning, investment management, or any other financial service, Laurent Wealth Management is here to help. Contact them today to learn more about their services.

Introduction to Laurent Wealth Management

Laurent Wealth Management is a financial planning company located in Bromsgrove, England. The company has been providing financial services for over 10 years and has a team of experienced financial planners who are dedicated to helping their clients achieve their financial goals. What sets Laurent Wealth Management apart is their personalized approach to financial planning, taking into account each client's unique situation and needs.

Services & Products

Laurent Wealth Management offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance and other financial products. Clients can expect a customized financial plan tailored to their specific needs and goals.

Location

Laurent Wealth Management is located in the quiet and peaceful area of Stoke Prior in Bromsgrove. The area is known for its beautiful green spaces and charming countryside views. There are several other businesses in the area, including small shops and restaurants. The nearest public transportation options are the Bromsgrove Train Station, approximately 2.5 miles away, the Stoke Prior Bus Stop, approximately 0.2 miles away, and the Bromsgrove Bus Station, approximately 3 miles away.

Benefits

Laurent Wealth Management stands out in the financial planning industry due to their personalized approach and attention to detail. Their team of experienced financial planners work closely with clients to create customized financial plans that meet their specific needs and goals. Clients can expect a high level of service and support from the team at Laurent Wealth Management.

Good to Know

Laurent Wealth Management is a fee-based financial planning company, which means that they charge a fee for their services rather than earning commissions on financial products. This ensures that their financial advice is unbiased and in the best interest of their clients.

Reviews

Customers have praised Laurent Wealth Management for their personalized approach to financial planning and the high level of service provided by their team of financial planners. Clients appreciate the attention to detail and the customized financial plans created for them. Overall, Laurent Wealth Management has received positive reviews from satisfied customers.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

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 expert financial planners work with clients to create customized plans tailored to their individual needs and goals.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, working closely with each client to understand their unique financial situation, goals, and risk tolerance. Our team of financial planners then uses this information to create a customized plan that is designed to help each client achieve their financial objectives.

What are your fees and how are they structured?

Our fees vary depending on the services provided and the complexity of the client's financial situation. We offer both fee-only and commission-based structures, and our fees are always transparent and clearly explained to clients before any work is done.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with a range of certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We are committed to ongoing education and professional development to ensure that our team stays up-to-date with the latest developments in the financial industry.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. We take pride in the quality of service we provide and are committed to building long-term relationships with our clients based on trust, transparency, and exceptional service.