Financial Consultants

Reed Financial Planning

Reed Financial Planning is a financial consulting firm located in West Linton, Scotland. They offer a range of financial services to help clients achieve their financial goals. With a team of experienced financial consultants, Reed Financial Planning provides personalized solutions to meet the unique needs of each client. Their services include investment planning, retirement planning, estate planning, and more. Contact Reed Financial Planning today to learn how they can help you achieve financial success.

Introduction to Reed Financial Planning

Reed Financial Planning is a financial consulting company based in West Linton, Scotland. The company was founded with the aim of providing personalized financial planning services to individuals and businesses. What makes Reed Financial Planning unique is their commitment to understanding their clients' financial goals and tailoring their services to meet those goals.

Services & Products

Reed Financial Planning offers a range of financial services, including retirement planning, investment management, estate planning, and tax planning. Their team of experienced financial consultants works closely with clients to develop customized financial plans that meet their individual needs.

Location

Reed Financial Planning is located on Main St in West Linton, a charming village in the Scottish Borders. The area is known for its picturesque countryside and historic architecture. In addition to Reed Financial Planning, visitors to West Linton can expect to find a variety of small shops, cafes, and restaurants. The closest public transportation options to the office are the West Linton bus stop (0.1 miles), the Dolphinton Road bus stop (0.3 miles), and the West Linton train station (3.3 miles).

Benefits

Customers should choose Reed Financial Planning because of their commitment to personalized service and their team of experienced financial consultants. The company takes the time to understand each client's unique financial situation and goals, and works with them to create a customized financial plan that meets their needs. In addition, Reed Financial Planning is committed to transparency and honesty in all of their dealings with clients.

Good to Know

Customers should be aware that Reed Financial Planning is a fee-only financial planning firm. This means that they do not receive commissions or other incentives for recommending specific financial products or services. Instead, they charge a flat fee for their services, which ensures that their recommendations are always in the best interest of their clients.

Reviews

Customers have praised Reed Financial Planning for their personalized service, attention to detail, and knowledgeable team of financial consultants. Many have noted that the company's customized financial plans have helped them achieve their financial goals and feel more secure in their financial futures.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
wheelchair accessible
atm
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services including 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 in the industry and hold various professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

How do you charge for your services?

We charge our clients on a fee-only basis, which means that we do not receive any commissions or kickbacks from financial products. Our fees are transparent and agreed upon in advance with our clients.

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

Yes, we are happy to provide references and case studies upon request. We have a track record of helping our clients achieve their financial goals and we are proud of our client satisfaction rate.

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

We understand that each client has unique financial goals and needs. That is why we take a personalized approach to financial planning and work closely with our clients to develop a customized plan that meets their specific objectives. We also regularly review and adjust the plan as needed to ensure that our clients stay on track to reach their goals.