Money Honey Financial Planning
Money Honey Financial Planning is a leading financial services company based in London, England. Their team of experienced financial planners provides expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and attention to detail, Money Honey Financial Planning is committed to helping clients navigate the complex world of finance with confidence and ease. Whether you are looking to invest for the future, plan for retirement, or manage your finances more effectively, Money Honey Financial Planning is here to help. Contact them today to learn more about their services and how they can help you achieve your financial objectives.
Introduction to Money Honey Financial Planning
Money Honey Financial Planning is a financial planning company based in London, England. The company was founded with the purpose of providing personalized financial planning services to individuals and businesses. They pride themselves on their unique approach to financial planning, which focuses on building strong relationships with clients and understanding their individual needs and goals.Services & Products
Money Honey Financial Planning offers a range of services to their clients, including financial planning, investment management, retirement planning, and tax planning. They also offer a variety of financial products, such as mutual funds, stocks, and bonds.Location
Money Honey Financial Planning is located on Wenlock Road in London, which is known for its diverse mix of businesses and residential areas. The surrounding area is home to a variety of shops, restaurants, and cafes, as well as several parks and green spaces. The closest public transportation options are the Old Street station (0.4 miles away), the Angel station (0.7 miles away), and the Hoxton station (0.7 miles away).Benefits
Customers should choose Money Honey Financial Planning because of their personalized approach to financial planning, which sets them apart from other companies in the industry. They take the time to build strong relationships with their clients, and tailor their services to meet individual needs and goals. Their team of experienced financial planners is dedicated to helping clients achieve financial success and security.Good to Know
Customers should be aware that Money Honey Financial Planning charges fees for their services, which can vary depending on the scope of the work. However, they are transparent about their fees and work with clients to create a customized plan that fits within their budget.Reviews
Customers rave about the personalized approach and expertise of the financial planners at Money Honey Financial Planning. They appreciate the time and effort put into understanding their individual needs and goals, and feel confident in the advice and guidance they receive. Overall, customers highly recommend Money Honey Financial Planning for their financial planning needs.Amenities
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free consultation -
online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management. We work with our clients to develop a customized plan that fits their unique financial situation and goals.How do you customize financial plans to fit individual clients?
We take a comprehensive approach to financial planning, starting with an in-depth analysis of our clients' financial situation, goals, and risk tolerance. Based on this information, we develop a personalized plan that takes into account their unique needs and objectives. We also regularly review and update their plan to ensure it remains relevant and effective.What are your fees and how are they structured?
Our fees are based on the services we provide and the complexity of our clients' financial situation. We offer both fee-only and commission-based pricing structures, depending on the client's preference and needs. We are transparent about our fees and will provide a detailed breakdown of the costs associated with our services.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold a range of professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They also have years of experience in the financial planning industry and regularly undergo continuing education to stay up-to-date on the latest trends and best practices.Can you provide references or testimonials from satisfied clients?
Absolutely. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial lives. We can provide references and testimonials from satisfied clients upon request.Reviews
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Neil Sowler
Jane Hodges and the team at Money Honey are very professional whilst also demonstrating genuine care towards their clients. Making use of video calls and web platforms doesn't inhibit what they provide as an exceptionally responsive service. Advice has been insightful and relevant, and challenges have been resolved constructively. I used Money Honey for a pension transfer but would feel comfortable recommending for wider financial planning requirements.
27-05-2022
