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Financial Consultants

Personal Financial Solutions Ltd

Personal Financial Solutions Ltd is a leading provider of financial services in Birmingham, England. Their team of experienced financial consultants is dedicated to helping clients achieve their financial goals through personalized solutions. With a focus on building long-term relationships, Personal Financial Solutions Ltd offers a range of services designed to meet the unique needs of each client. Whether it's retirement planning, investment management, or estate planning, Personal Financial Solutions Ltd is committed to providing expert guidance and support every step of the way.

Introduction to Personal Financial Solutions Ltd

Personal Financial Solutions Ltd is a financial consulting company located in Birmingham, England. The company was founded with the purpose of providing personalized financial services to individuals and businesses. What makes this company unique is their dedication to understanding the unique financial needs of each client and tailoring their services accordingly.

Services & Products

Personal Financial Solutions Ltd offers a range of financial services including investment planning, retirement planning, tax planning, and estate planning. They also provide business financial consulting services such as accounting and bookkeeping. Customers can expect personalized attention from experienced financial consultants who are committed to helping them achieve their financial goals.

Location

Personal Financial Solutions Ltd is located on Riversdale Road in Birmingham. The area is primarily residential with a mix of small businesses and shops. Customers can expect a quiet and peaceful environment when visiting the office. The closest public transportation options are the Moseley Railway Station, which is 1.5 miles away, the Kings Heath Bus Station, which is 2 miles away, and the Yardley Wood Train Station, which is 2.5 miles away.

Benefits

Customers should choose Personal Financial Solutions Ltd because of their commitment to providing personalized financial services. The experienced financial consultants take the time to understand each client's unique financial situation and tailor their services accordingly. They also offer a range of services that can help clients achieve their financial goals, whether it's planning for retirement or starting a new business.

Good to know

Customers should be aware that Personal Financial Solutions Ltd is a fee-based financial consulting company. This means that they charge a fee for their services rather than earning commissions on products sold. This ensures that their financial consultants are working in the best interest of their clients and not pushing products that may not be in their clients' best interest.

Reviews

Customers have praised Personal Financial Solutions Ltd for their personalized attention and commitment to helping them achieve their financial goals. Many have noted that the financial consultants take the time to understand their unique financial situations and tailor their services accordingly. Overall, customers have had positive experiences working with Personal Financial Solutions Ltd.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services such as investment planning, retirement planning, tax planning, estate planning, and insurance planning.

What experience do your financial consultants have?

Our financial consultants have years of experience and are highly qualified with degrees in finance and accounting. They also undergo regular training to stay up-to-date with the latest financial trends and regulations.

How do you charge for your services?

We charge a fee based on the complexity of the services provided. This fee is agreed upon with the client before any services are rendered.

Can you provide references or case studies of your past clients?

Yes, we have a portfolio of satisfied clients who can attest to our expertise and professionalism. We can provide references and case studies upon request.

How will you tailor your services to meet my specific financial goals and needs?

We take a personalized approach to financial planning, and our financial consultants work closely with clients to understand their unique financial goals and needs. We then create a customized financial plan that aligns with their specific objectives.