Financial Consultants
PPM Financial Planning
PPM Financial Planning is a leading provider of financial services in Redditch, England. Their team of experienced financial consultants offers personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships, PPM Financial Planning is committed to providing exceptional service and guidance to their clients. Contact them today to learn more about their comprehensive financial planning services.
Introduction to PPM Financial Planning
PPM Financial Planning is a financial consulting company that provides personalized financial advice and services to clients. Founded in 2001, the company has been helping clients achieve their financial goals for almost two decades. PPM Financial Planning prides itself on its commitment to providing unbiased, expert advice to clients, regardless of their financial backgrounds. What sets PPM Financial Planning apart from other financial consulting firms is their focus on building long-term relationships with clients and helping them navigate the complexities of the financial world.Services & Products
PPM Financial Planning offers a variety of financial services to clients, including retirement planning, wealth management, investment planning, tax planning, and insurance planning. Their team of experienced financial consultants works closely with clients to develop customized financial plans that meet their unique needs and goals. PPM Financial Planning also provides ongoing support and guidance to clients, ensuring that their financial plans are up-to-date and aligned with their changing needs and circumstances.Location
PPM Financial Planning is located in Redditch, England, in the heart of the town's historic British Mills district. The area is known for its rich history and cultural heritage, and is home to a variety of businesses, including artisanal shops, cafes, and restaurants. The nearest public transportation options to PPM Financial Planning are the Redditch Train Station, which is 0.6 miles away, the Redditch Bus Station, which is 0.4 miles away, and the Kingfisher Shopping Centre Bus Stop, which is 0.3 miles away.Benefits
Customers should choose PPM Financial Planning because of their commitment to providing personalized, expert financial advice and services. The team at PPM Financial Planning takes the time to get to know each client and their unique financial situation, and develops customized plans that help clients achieve their goals. PPM Financial Planning also provides ongoing support and guidance to clients, ensuring that their financial plans remain up-to-date and aligned with their changing needs and circumstances.Good to Know
Customers should be aware that PPM Financial Planning is a fee-only financial consulting firm, which means that they do not receive commissions for selling financial products or services. This ensures that their advice is unbiased and focused solely on the client's best interests.Reviews
PPM Financial Planning has received rave reviews from clients, who praise the company's personalized approach to financial consulting and their commitment to helping clients achieve their goals. Customers appreciate the team's expertise and professionalism, and many have noted that they feel more confident and in control of their finances after working with PPM Financial Planning.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, and insurance planning. Our team of financial consultants can help you develop a comprehensive financial plan tailored to your unique needs and goals.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry, with expertise in various areas such as investment management, retirement planning, tax planning, and more. They hold relevant certifications and licenses, and are committed to providing the highest level of service and expertise to our clients.How do you charge for your services?
We offer fee-based financial planning services, which means that we charge a fee for the services we provide rather than earning commissions on financial products we recommend. Our fees are based on the complexity of your financial situation and the scope of services you require. We are transparent about our fees and will discuss them with you upfront.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients and the results we have helped them achieve. We are happy to share our success stories and demonstrate our track record of providing high-quality financial planning services.How will you tailor your services to meet my specific financial goals and needs?
At PPM Financial Planning, we believe that every client has unique financial goals and needs. We take the time to get to know you and understand your financial situation, goals, and priorities. Based on this information, we develop a customized financial plan that addresses your specific needs and objectives. We also provide ongoing support and guidance to ensure that your plan remains aligned with your goals over time.Reviews
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ANDY LOWE
Martin has looked after our pensions for 25 years plus through good time and bad and at the age of 55 due to Martins advise, guidance and expertise we have been able to retire Thank you so much to Martin and his team Andy & Anita Lowe
27-05-2021
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TTW Julie
Laura organised our re mortgage for us and have to say she was very professional and prompt with answering any queries. Highly recommended.
27-05-2019
