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Financial Planners

Prestige Wealth Planning Ltd

Prestige Wealth Planning Ltd is a financial planning company based in Southampton, England. They specialize in providing financial services to their clients, including financial planning and advice. Their team of experienced financial planners work closely with their clients to help them achieve their financial goals. Prestige Wealth Planning Ltd is committed to providing high-quality financial services to their clients and helping them make informed financial decisions.

Introduction to Prestige Wealth Planning Ltd

Prestige Wealth Planning Ltd is a financial planning company based in Southampton, England. Established in 2010, the company was founded with the aim of providing top-notch financial services to individuals and businesses alike. What sets Prestige Wealth Planning Ltd apart from other financial planning companies is their personalized approach to financial planning. They believe that every client is unique and, therefore, requires a customized financial plan tailored to their specific needs and goals.

Services & products

Prestige Wealth Planning Ltd offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also offer financial advice to businesses, including business succession planning and employee benefits planning. Clients can expect a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance.

Location

Prestige Wealth Planning Ltd is located in Southampton, a bustling port city on the south coast of England. The area is home to a diverse range of businesses, including shipping companies, financial institutions, and tech startups. Clients visiting Prestige Wealth Planning Ltd can expect a professional and welcoming environment. The closest public transportation options are the Redbridge Station, which is 1.2 miles away, the Millbrook Station, which is 1.5 miles away, and the Totton Station, which is 2 miles away.

Benefits

Clients should choose Prestige Wealth Planning Ltd because of their personalized approach to financial planning. The company takes the time to understand each client's unique financial situation and goals, and then creates a customized financial plan that is designed to help them achieve those goals. Clients can also expect a high level of professionalism and expertise from the team at Prestige Wealth Planning Ltd.

Good to know

Clients should be aware that Prestige Wealth Planning Ltd is a fee-based financial planning company. This means that they charge a fee for their financial planning services, rather than earning commissions on the products they recommend. This ensures that their advice is unbiased and in the best interests of their clients.

Reviews

Customers have consistently praised Prestige Wealth Planning Ltd for their personalized approach to financial planning and their high level of expertise. Clients have also commented on the professionalism of the team and their commitment to helping clients achieve their financial goals.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    wealth management
  • amenity
    insurance coverage

FAQ

What types of financial planning services do you offer?

At Prestige Wealth Planning Ltd, we offer a range of financial planning services such as retirement planning, investment planning, tax planning, estate planning and risk management. We work closely with our clients to assess their financial goals and create a customized plan to help achieve those goals.

How do you customize financial plans to fit individual clients?

We understand that each client is unique, and therefore we tailor our financial plans to meet their specific needs and goals. We start by getting to know our clients and learning about their financial situation, investment goals, and risk tolerance. Based on this information, we create a customized financial plan that is designed to help achieve their goals.

What are your fees and how are they structured?

Our fees are based on the services provided and the complexity of the financial plan. We offer a complimentary initial consultation to discuss our services and fees. Our fees are typically structured as a percentage of the assets we manage or as a flat fee. We are transparent with our fees and will provide a detailed breakdown of the costs associated with our services.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and experienced professionals with a variety of certifications and designations. All of our financial planners are registered with the Financial Conduct Authority (FCA) and hold the appropriate licenses to provide financial advice. They also hold relevant qualifications such as Chartered Financial Planner (CFP), Certified Financial Planner (CFP), and/or Society of Trust and Estate Practitioners (STEP) qualifications.

Can you provide references or testimonials from satisfied clients?

We are proud of the relationships we have built with our clients and are happy to provide references and testimonials upon request. Our clients value our personalized approach, attention to detail, and commitment to helping them achieve their financial goals. We have a proven track record of success and are confident in our ability to provide exceptional financial planning services.