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Financial Planners

Perrett & Co Financial Services Ltd

Perrett & Co Financial Services Ltd is a UK-based company that specializes in providing financial planning and other financial services to its clients. With a team of experienced professionals, the company offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or tax planning, Perrett & Co Financial Services Ltd has the expertise and knowledge to provide customized solutions to meet the unique needs of its clients.

Introduction to Perrett & Co Financial Services Ltd

Perrett & Co Financial Services Ltd is a UK-based company that specializes in providing financial planning and advice to individuals and businesses. The company was founded in 1994 by John Perrett, a well-respected financial planner with over 30 years of experience in the industry. What sets Perrett & Co apart from other financial services companies is their commitment to providing personalized service and advice that is tailored to each client's unique needs and goals.

Services & products

Perrett & Co offers a wide range of financial planning and advisory services, including retirement planning, investment management, tax planning, and estate planning. They also offer a variety of financial products, such as mutual funds, stocks, and bonds, to help clients achieve their financial objectives.

Location

Perrett & Co is located in Limehurst House, Bridge St, Loughborough, which is a bustling town in the East Midlands region of England. The area is home to a mix of businesses, including retail shops, restaurants, and professional services firms. Customers can expect to experience a friendly and welcoming atmosphere when visiting the Perrett & Co office, which is conveniently located near several public transportation options, including the Loughborough railway station, which is just a short walk away.

Benefits

Customers should choose Perrett & Co because of their extensive experience and knowledge in the financial planning industry, as well as their commitment to providing personalized service and advice to each client. Their team of expert financial planners will work with clients to develop a customized plan that helps them achieve their unique financial goals.

Good to know

Customers should be aware that Perrett & Co is a fee-based financial planning firm, which means that they charge a fee for their services rather than receiving commissions from the sale of financial products. This ensures that their advice is always unbiased and in the best interest of their clients.

Reviews

Customers have consistently praised Perrett & Co for their exceptional service and expertise in the financial planning industry. Many have noted that their advice has been instrumental in helping them achieve their financial goals, and that they would recommend the company to anyone looking for personalized financial planning and advice.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services, including retirement planning, investment planning, estate planning, tax planning, and insurance planning. Our services are designed to help clients achieve their financial goals and secure their financial future.

How do you customize financial plans to fit individual clients?

We understand that every client has unique financial needs and goals. That's why we take a personalized approach to financial planning. We work closely with each client to understand their financial situation, goals, and risk tolerance. Based on this information, we develop a customized financial plan that is tailored to their individual needs.

What are your fees and how are they structured?

Our fees are based on the complexity of each client's financial situation and the services they require. We offer transparent and competitive fee structures that are agreed upon upfront. We believe in being upfront with our clients about our fees so that they can make informed decisions.

What professional qualifications do your financial planners have?

Our financial planners hold a range of professional qualifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Wealth Manager (CWM). We believe in investing in the ongoing professional development of our team to ensure that our clients receive the highest level of service and advice.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from satisfied clients. We are proud of our reputation for delivering high-quality financial planning services and building long-term relationships with our clients. Please contact us if you would like to see references or testimonials from our clients.