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Financial Consultants, Press Advisories

Pannells Financial Planning Ltd

Pannells Financial Planning Ltd is a financial consulting firm based in Birmingham, England. They offer a range of financial services to their clients, including press advisories, advertising, and marketing. With a team of experienced professionals, Pannells Financial Planning Ltd is dedicated to providing their clients with the best possible financial advice and solutions.

Introduction to Pannells Financial Planning Ltd

Pannells Financial Planning Ltd has been providing financial services since 1998. Their main goal is to help their clients achieve their financial goals through personalized financial planning. What makes this company unique is their team of experienced financial consultants who work closely with their clients to create tailored financial plans that meet their specific needs.

Services & products

Pannells Financial Planning Ltd offers a wide range of financial services, including investment planning, retirement planning, estate planning, and tax planning. They also provide press advisories and advertising & marketing services to help their clients grow their businesses.

Location

Pannells Financial Planning Ltd is located in the heart of Birmingham, England, on Church Street. The area is bustling with activity and is known for its many shops, restaurants, and businesses. The nearest public transportation options include Birmingham Snow Hill Station (0.2 miles), Birmingham New Street Station (0.6 miles), and Birmingham Moor Street Station (0.7 miles).

Benefits

Customers should choose Pannells Financial Planning Ltd because of their commitment to providing personalized financial planning services. Their team of experienced financial consultants takes the time to understand each client's unique financial situation and goals, and creates a tailored financial plan that meets their needs. They also offer a wide range of financial services, making them a one-stop-shop for all of their clients' financial needs.

Good to know

Customers should be aware that Pannells Financial Planning Ltd takes a conservative approach to investing, which may not be suitable for everyone. However, their team of financial consultants will work closely with each client to create an investment strategy that meets their needs and risk tolerance.

Reviews

Customers have praised Pannells Financial Planning Ltd for their professionalism, knowledge, and personalized approach. Many have noted that their financial consultants take the time to understand their clients' needs and goals, and create customized financial plans that help them achieve their financial objectives.

Amenities

  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    wi-fi
  • amenity
    reception area
  • amenity
    parking lot
  • amenity
    air conditioning

FAQ

What types of financial services do you offer?

We offer a wide range of financial services including retirement planning, investment management, tax planning, insurance, and estate planning. Our team of experienced financial consultants can help you create a customized plan that fits your unique needs and goals.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry and hold various certifications and licenses, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They regularly participate in continuing education to stay up-to-date with the latest industry trends and regulations.

How do you charge for your services?

We offer both fee-based and commission-based services depending on the type of service and the client's preference. We are transparent about our fees and will provide a detailed breakdown of all charges before any services are rendered.

Can you provide examples of successful press advisories you have done in the past?

Yes, we have successfully provided press advisories for various clients in the financial industry, including investment firms, insurance companies, and retirement communities. We can provide case studies and examples upon request.

How do you ensure that a press advisory aligns with our company's brand and messaging?

We work closely with our clients to understand their brand and messaging, and we conduct thorough research before crafting any press advisory. We also provide multiple drafts for review and feedback to ensure that the final product aligns with the client's vision and goals.