Pentins Financial Planners
Pentins Financial Planners is a company based in Canterbury, England that specializes in providing financial planning services. They are committed to helping their clients achieve their financial goals through personalized and comprehensive planning. With a team of experienced financial planners, Pentins offers a range of services to individuals and businesses alike. Their expertise in financial services makes them a trusted partner for those seeking to secure their financial future.
Introduction to Pentins Financial Planners
Pentins Financial Planners is a financial services company based in Canterbury, England. Established with the aim of providing expert financial planning advice to individuals and businesses, Pentins Financial Planners has been serving clients for several years. The company boasts a team of highly experienced financial planners who are committed to helping clients achieve their financial goals. What makes this company unique is their personalized approach to financial planning, ensuring that clients receive tailored solutions that meet their specific needs.Services & products
Pentins Financial Planners offers a range of financial planning services to clients, including retirement planning, investment management, tax planning, and estate planning. In addition, the company also provides advice on insurance and protection products such as life insurance and critical illness cover. Clients can also benefit from the company's expertise in financial planning for businesses, including employee benefits and pension schemes.Location
Pentins Financial Planners is located in the Canterbury Innovation Centre on University Road in Canterbury. The area is home to a diverse range of businesses, including technology companies, startups, and educational institutions. Visitors to the area can expect a bustling atmosphere with plenty of opportunities for networking and collaboration. The closest public transportation options to the Innovation Centre are the Canterbury West railway station (0.8 miles), the Canterbury East railway station (1.1 miles), and the Canterbury Bus Station (1.2 miles).Benefits
Clients of Pentins Financial Planners can benefit from the company's expert financial planning advice, tailored to their specific needs. The company's team of experienced financial planners are dedicated to helping clients achieve their financial goals, whether that be saving for retirement or investing for growth. Pentins Financial Planners places a strong emphasis on building long-term relationships with clients, ensuring that they receive ongoing support and advice throughout their financial journey.Good to know
Customers should be aware that Pentins Financial Planners is a fee-based financial planning firm, meaning that clients are charged for advice and services provided. However, the company operates on a transparent fee structure, ensuring that clients are fully informed of the costs involved before entering into any agreements.Reviews
Customers have praised Pentins Financial Planners for their expert financial planning advice and personalized approach to client service. Many have commented on the company's ability to provide tailored solutions that meet their specific needs, while others have noted the professionalism and expertise of the company's financial planners. Overall, customers have expressed high levels of satisfaction with the service provided by Pentins Financial Planners.Amenities
-
free consultation -
online account access
-
financial planning
-
investment advice
-
retirement planning
-
tax planning
-
insurance coverage
-
wealth management
FAQ
What types of financial planning services do you offer?
At Pentins Financial Planners, we offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, estate planning, and insurance planning.How do you customize financial plans to fit individual clients?
We understand that every client has unique financial goals and circumstances, which is why we take a personalized approach to financial planning. Our financial planners work closely with each client to create a customized plan that takes into account their specific needs, preferences, and objectives.What are your fees and how are they structured?
Our fees vary depending on the complexity of the financial plan and the services required. We offer transparent and competitive fees, and we provide a detailed breakdown of all costs upfront. Our fees can be structured as a one-time flat fee or an ongoing percentage of assets under management, depending on the client's preference.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and experienced professionals with advanced degrees in finance, accounting, or related fields. They also hold professional certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA).Can you provide references or testimonials from satisfied clients?
Absolutely. We are proud to have a track record of satisfied clients who have achieved their financial goals with our help. We can provide references or testimonials upon request, and we encourage prospective clients to read our reviews and ratings online.Reviews
-
Kevin Andrews
Extremely happy with the advice and help I get from Mick and Dan. Everything is explained and I trust them both to work with my best interest in all decisions that are taken.
27-02-2023
-
Claire Slater
Positive: Professionalism, Quality, Responsiveness, Value
27-05-2021
-
Judy Pope
Excellent and professional service received from Pentins. They have great expertise but I also really appreciate the friendly approach and practical solutions, combined with an ability to explain things very well. Totally recommend!
27-05-2020
-
Aaron Neil
27-05-2019
-
urban Kuhl
We have been using Pentins Financial Planning for many years. Since Samantha has joined the company we have been able to completely review our various investments and are we pleased with the results to date. Samantha and Oliver are knowledgeable and experts in their field, and explain all aspects of their strategies in layman’s terms, which makes for easy understanding. Samantha has changed our platform provider to a more cost effective one, and from what we have seen over the last few months, a more productive one. We would recommend Samantha and her team to any new clients looking for a well run and proactive Financial advisory service.
27-05-2019
-
Penny Moore
Very grateful to find knowledgeable people to help get my pensions sorted out. I had several pots from previous jobs and i didn't want lots of small bits of income. Pentins helped me get it tidied up and modernised to a cheaper online account.
27-05-2019
-
Jason Couch
Excellent, knowledgeable and genuinely independent Financial Planners. Great people to work with.
27-05-2019
