Parsonage Financial Planning
Parsonage Financial Planning is a financial services company based in Altrincham, England. They specialize in providing financial planning and consulting services to their clients. Their team of experienced financial planners and consultants work closely with clients to develop customized financial plans that meet their unique needs and goals. Parsonage Financial Planning is committed to providing high-quality financial services to help clients achieve financial success.
Introduction to Parsonage Financial Planning
Parsonage Financial Planning is a financial services company located in Altrincham, England. The company has been in the industry for several years and has been providing top-notch financial services to its clients. Parsonage Financial Planning is unique because it has a team of highly skilled and experienced financial planners and consultants who are committed to providing personalized financial planning solutions to their clients.Services & Products
Parsonage Financial Planning offers a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, and tax planning. The company's financial planners and consultants work closely with their clients to understand their financial goals and create customized financial plans that suit their needs.Location
Parsonage Financial Planning is located in Altrincham, a bustling town in Greater Manchester, England. The town is known for its vibrant shopping and dining scene, with a mix of independent and high-street stores and restaurants. The town is easily accessible by public transportation, with the Altrincham Interchange located just a few minutes' walk from the company's office. The three closest public transportation options are the Altrincham Interchange (0.2 miles), Altrincham Train Station (0.2 miles), and the Altrincham Bus Station (0.2 miles).Benefits
Customers should choose Parsonage Financial Planning because the company offers personalized financial planning solutions that are tailored to their individual needs. The company has a team of highly skilled and experienced financial planners and consultants who are dedicated to helping their clients achieve their financial goals. Parsonage Financial Planning also offers a wide range of financial services, allowing customers to choose the services that are most relevant to their needs.Good to Know
Customers should be aware that Parsonage Financial Planning requires an initial consultation fee for new clients. This fee is used to cover the cost of the initial consultation and the creation of the customized financial plan. The company also has a strict confidentiality policy to protect the privacy of its clients.Reviews
Customers have praised Parsonage Financial Planning for its exceptional customer service, professionalism, and expertise. Clients have reported that the company's financial planners and consultants are knowledgeable, patient, and take the time to understand their financial goals. Many clients have also reported that they have seen significant improvements in their financial situation since working with Parsonage Financial Planning.FAQ
What experience do your financial consultants have?
Our financial consultants have years of experience in the industry, with many of them holding advanced degrees in finance or related fields. We ensure that our consultants are knowledgeable about the latest financial trends and regulations, so that they can provide the best advice to our clients.How do you charge for your services?
We charge for our services on a fee-only basis, which means that we do not receive commissions from third-party products or services. Our fees are transparent and are based on the complexity of the financial plan that we develop for our clients. We believe that this fee structure allows us to provide unbiased advice that is in the best interests of our clients.How do you customize financial plans to fit individual clients?
We work closely with each of our clients to understand their unique financial situation and goals. Based on this information, we develop a customized financial plan that takes into account their risk tolerance, investment preferences, and other important factors. We believe that this personalized approach is key to helping our clients achieve their financial objectives.What professional qualifications do your financial planners have?
Our financial planners hold a variety of professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We also require our planners to participate in ongoing training and education to ensure that they are up-to-date on the latest financial trends and regulations.Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references and testimonials from satisfied clients. We believe that our clients are our best advocates, and we are proud of the relationships that we have built with them over the years. Please contact us if you would like to speak with some of our clients about their experience working with us.Reviews
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Andrew Smith
Yet another business that isn't able to answer the phone. Pitiful!
27-05-2022
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James Grant
For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that.
27-05-2019
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Nigel Pocock
I appreciated the dedication and swift action of Parsonage Financial Planning to get my wife's Lasting Power of Attoney activated following a very serious stroke which meant she no longer had capacity to look after her accounts held in her sole name. Urgent access was needed for nursing home fees. Communication with them was very good and I was regularly kept up to date on the progress. Nothing was too small or too great for them to tackle quickly and efficiently.
27-05-2019
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Den
Excellent work from this company in sorting out my pensions. Lovely people doing an amazing job... I would fully recommend them. Denis Gleave. N-le-W
27-05-2019
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B C
Very happy with Parsonage Financial Planning, and Flora Maudsley-Barton in particular. She has looked after my finances since 2009 and has always been extremely helpful and patient in explaining investments and financial planning. Parsonage Financial are always quick to respond to queries and have a flexible approach to a client's requirements. Even as someone who hasn't a natural head for figures I feel in safe hands and trust them implicitly to look after my investments.
27-05-2019
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Paul Fusi
Flora listened and understood my requirements, a trait not found in all IFAs ! She then provided her advice in a professional and clear manner, enjoyed doing business with Flora and Team.
27-05-2019
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Claire Stephens
Friendly and professional service; Flora is excellent at explaining in-depth financial matters in a simple and straightforward way. She and the team take the fear out of financial advice and make it a pleasurable experience.
27-05-2019
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Rich Ferrie
Helpful, thoughtful and insightful financial advice delivered in a friendly and convivial way. Strongly recommend Flora and the team...
27-05-2019
