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Financial Consultants

MMR Financial Planning Midlands Ltd

MMR Financial Planning Midlands Ltd is a financial consulting company based in Kingswinford, England. They provide a range of financial services to individuals and businesses, including financial planning, investment advice, and retirement planning. With their expertise and experience, MMR Financial Planning Midlands Ltd helps their clients make informed decisions about their finances and achieve their financial goals.

Introduction to MMR Financial Planning Midlands Ltd

MMR Financial Planning Midlands Ltd is a financial consultancy firm based in Kingswinford, England. The company was established with the mission to provide personalized financial planning services to clients. What makes MMR Financial Planning Midlands Ltd unique is their team of experienced financial consultants who work closely with clients to understand their financial goals and provide tailored solutions to meet those goals.

Services & products

MMR Financial Planning Midlands Ltd offers a range of financial services including retirement planning, investment management, tax planning, and estate planning. Clients can also benefit from the company's expertise in insurance planning and risk management.

Location

Located in Kingswinford, MMR Financial Planning Midlands Ltd is situated in a bustling area with a variety of businesses. Clients can expect to find restaurants, cafes, and shops in the vicinity. The closest public transportation options are the Kingswinford Bus Station (0.2 miles), the Kingswinford Railway Station (1.2 miles), and the Pensnett Railway Station (1.3 miles).

Benefits

Customers should choose MMR Financial Planning Midlands Ltd because of their commitment to providing personalized financial planning services. The company's team of experienced financial consultants will work closely with clients to understand their unique financial goals and provide tailored solutions to meet those goals. Moreover, MMR Financial Planning Midlands Ltd is dedicated to providing the highest level of customer service and building long-lasting relationships with clients.

Good to know

Customers should be aware that MMR Financial Planning Midlands Ltd is an independent financial consultancy firm. This means that the company is not affiliated with any financial institutions or product providers, and is therefore able to provide unbiased advice to clients.

Reviews

Customers have praised MMR Financial Planning Midlands Ltd for their personalized approach to financial planning. Clients appreciate the company's dedication to understanding their unique financial situation and providing tailored solutions. Overall, customers have had positive experiences working with MMR Financial Planning Midlands Ltd and would recommend the company to others in need of financial planning services.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • 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 retirement planning, investment advice, tax planning, estate planning, and insurance planning. Our experienced financial consultants work with clients to create customized financial plans based on their individual needs and goals.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry and hold relevant certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They undergo ongoing training and education to stay up-to-date with the latest market trends and investment strategies.

How do you charge for your services?

We provide transparent pricing for our services and offer different fee structures based on the level of service required. Our fees may be based on a percentage of assets under management, hourly rates, or a flat fee. We work with clients to determine the most appropriate fee structure for their needs.

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

Yes, we are happy to provide references and case studies of our past clients upon request. Our satisfied clients are our best advocates and we are proud to have helped many individuals and families achieve their financial goals.

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

We take a personalized approach to financial planning and work closely with clients to understand their unique needs and goals. Our financial consultants develop customized financial plans and investment strategies based on each client's risk tolerance, time horizon, and financial objectives. We provide ongoing support and guidance to ensure clients stay on track towards achieving their financial goals.

Reviews

  • Alex

    Very professional and experienced financial advisors. Alan truly has his clients best interests at heart and I would recommend to all family and friends seeking financial advice.

    27-01-2023

  • Chris rickard

    Excellent,no rushed advice.Alan is very thorough,seeking the best for the future.

    27-12-2022