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Financial Consultants

Money Doctor Financial Planning Ltd

Money Doctor Financial Planning Ltd is a financial services company based in Solihull, England. They specialize in providing expert financial advice and consultation to their clients as financial consultants. Their services are tailored to meet the unique needs of each individual client, ensuring that they receive the best possible financial planning solutions. Money Doctor Financial Planning Ltd is committed to helping their clients achieve their financial goals and secure their financial future.

Introduction to Money Doctor Financial Planning Ltd

Money Doctor Financial Planning Ltd is a financial consulting company based in Solihull, England. The company has been in business for several years and was founded with the purpose of helping individuals and businesses achieve their financial goals. What makes this company unique is their personalized approach to financial planning as they understand that each client has different financial needs and goals.

Services & products

Money Doctor Financial Planning Ltd offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also offer financial education and coaching to help clients gain a better understanding of their finances and make informed decisions.

Location

Money Doctor Financial Planning Ltd is located in Rotton Row Barns on Warwick Road in Knowle, Solihull. The area is known for its picturesque countryside, historic buildings, and local businesses, including cafes, restaurants, and boutiques. The nearest public transportation options are the Knowle bus stop (0.2 miles), the Dorridge train station (1.5 miles), and the Bentley Heath bus stop (1.6 miles).

Benefits

Customers should choose Money Doctor Financial Planning Ltd because of their personalized approach to financial planning. They take the time to understand each client's unique financial situation and goals to create a customized plan that meets their needs. Additionally, their team of experienced financial consultants provides ongoing support and guidance to help clients stay on track and achieve their financial goals.

Good to know

Customers should be aware that Money Doctor Financial Planning Ltd may require a minimum investment amount for some of their services. Additionally, they may charge fees for their services, which vary depending on the type of service and the amount of assets under management.

Reviews

Customers have praised Money Doctor Financial Planning Ltd for their exceptional customer service and personalized approach to financial planning. They appreciate the team's knowledge and expertise in the financial industry, as well as their dedication to helping clients achieve their financial goals.

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 investment advice, retirement planning, tax planning, estate planning, and insurance planning.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry, with many years of experience in providing financial planning services to individuals and businesses. They hold relevant qualifications and are committed to ongoing professional development.

How do you charge for your services?

We charge for our services based on a fee-for-service model, which means that we charge a set fee for the services we provide rather than receiving commissions or other incentives. We will provide a clear fee schedule and will discuss this with you before any work is undertaken.

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, subject to their permission. This will give you an idea of the types of clients we work with and the results we have achieved for them.

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

We will take the time to understand your specific financial goals and needs, and develop a personalised financial plan that takes into account your unique circumstances. We will work with you to develop a plan that is tailored to meet your needs and help you achieve your financial goals.