Featured image
Financial Advising Services, Financial Planners, Investment Companies

Pharon Independent Financial Advisers Ltd

Pharon Independent Financial Advisers Ltd is a financial advising company based in Canterbury, England. They provide a range of financial services, including financial planning and investment advice. As an investment company, they aim to help clients achieve their financial goals through tailored advice and guidance. With a team of experienced financial planners, Pharon Independent Financial Advisers Ltd is committed to providing high-quality financial services to their clients.

Introduction to Pharon Independent Financial Advisers Ltd

Pharon Independent Financial Advisers Ltd is a company based in Canterbury, England that provides financial advising services to its clients. The company was founded with the purpose of helping individuals, families, and businesses manage their finances and investments. With over 20 years of experience in the industry, Pharon Independent Financial Advisers Ltd has established a reputation for providing personalized service and tailored solutions to each client's unique needs.

Services & products

Pharon Independent Financial Advisers Ltd offers a range of services, including financial planning, investment management, retirement planning, and tax planning. The company's team of financial planners and advisors work closely with clients to create a comprehensive financial plan that aligns with their specific goals and objectives. Additionally, Pharon Independent Financial Advisers Ltd offers investment opportunities through partnerships with top investment companies.

Location

Pharon Independent Financial Advisers Ltd is located in the Summer Hill neighborhood of Canterbury, a bustling and vibrant area with a mix of residential and commercial properties. The area is home to a variety of businesses, including cafes, restaurants, and shops. The nearest public transportation options are the Canterbury East train station (1.5 miles away), the Canterbury West train station (2.3 miles away), and the Canterbury Bus Station (2.1 miles away).

Benefits

What sets Pharon Independent Financial Advisers Ltd apart from other financial advising services is their commitment to providing personalized and tailored solutions to each client. The company's experienced team of financial planners and advisors work closely with clients to understand their unique needs and goals, and create a customized plan that aligns with those objectives. Additionally, Pharon Independent Financial Advisers Ltd offers access to top investment companies, providing clients with a wide range of investment opportunities.

Good to know

Customers should be aware that Pharon Independent Financial Advisers Ltd is a fee-based financial advising service, meaning that clients are charged a fee based on the services provided rather than commission-based charges.

Reviews

Customers have praised Pharon Independent Financial Advisers Ltd for their personalized service, attention to detail, and comprehensive financial planning solutions. Clients have reported feeling confident and secure in their financial future after working with the company.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    debt management
  • amenity
    credit counseling
  • amenity
    estate planning
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    online trading
  • amenity
    brokerage account
  • amenity
    mutual funds
  • amenity
    stocks
  • amenity
    bonds
  • amenity
    etfs
  • amenity
    risk management
  • amenity
    financial education
  • amenity
    trust services

FAQ

How do you customize your services to meet individual client needs?

At Pharon Independent Financial Advisers Ltd, we understand that every client has unique financial goals and circumstances. We work closely with each client to understand their needs and create a customized plan that fits their specific situation. We take into account factors such as risk tolerance, investment objectives, and personal preferences to develop a tailored solution for each client.

What is your track record for investment returns?

At Pharon Independent Financial Advisers Ltd, we have a proven track record of delivering strong investment returns for our clients. However, it's important to note that past performance is not a guarantee of future results. We always stress the importance of diversification and taking a long-term approach to investing.

What fees do you charge for your services?

Our fees at Pharon Independent Financial Advisers Ltd are transparent and competitive. We offer a range of services, and our fees are based on the level of service provided. We always fully disclose our fees to clients upfront, so there are no surprises. We believe in providing value for money and strive to keep our fees reasonable.

What professional qualifications do your financial planners have?

At Pharon Independent Financial Advisers Ltd, all of our financial planners hold professional qualifications and are highly experienced. Our team includes Chartered Financial Planners, Certified Financial Planners, and other industry-recognized certifications. We believe in ongoing professional development and encourage our team to stay up-to-date with the latest industry knowledge and best practices.

What is your process for monitoring and adjusting investment portfolios?

At Pharon Independent Financial Advisers Ltd, we take a proactive approach to monitoring and adjusting investment portfolios. We regularly review each client's portfolio to ensure it remains aligned with their goals and risk tolerance. We also monitor the broader economic landscape and make adjustments as needed to take advantage of market opportunities or mitigate risks. We believe in open communication with clients and always keep them informed of any changes to their portfolio.

Reviews

  • Tony Mitchell

    Well established and proudly independent financial advisors. Staff are polite and professional

    27-10-2022
  • Shirley Spall

    27-05-2020