Rotherbrook Financial Planning
Rotherbrook Financial Planning is a company based in Petersfield, England that provides Financial Advising Services and Financial Services to its clients.
Introduction to Rotherbrook Financial Planning
Rotherbrook Financial Planning is a financial advising service located in Petersfield, England. The company was founded with the purpose of helping individuals and businesses achieve their financial goals. The team at Rotherbrook Financial Planning has a wealth of experience in the financial services industry, and they are committed to providing personalized and tailored advice to each of their clients. What sets Rotherbrook Financial Planning apart is their dedication to building long-term relationships with their clients and helping them navigate the complexities of the financial world.Services & Products
Rotherbrook Financial Planning offers a range of services to meet the needs of their clients. These services include retirement planning, investment management, tax planning, estate planning, and more. They also offer a variety of financial products, such as stocks, bonds, mutual funds, and insurance policies. Clients can work with the team at Rotherbrook Financial Planning to create a personalized financial plan that will help them achieve their long-term financial goals.Location
Rotherbrook Financial Planning is located in Antrobus House on College Street in Petersfield. Petersfield is a charming market town located in the South Downs National Park. The area is known for its picturesque countryside and historic buildings. In addition to financial services, Petersfield is home to a variety of shops, restaurants, and cafes. There are several public transportation options near Rotherbrook Financial Planning, including the Petersfield train station (0.4 miles), the Petersfield bus station (0.2 miles), and the Petersfield Heath bus stop (0.1 miles).Benefits
Clients should choose Rotherbrook Financial Planning because of their commitment to providing personalized and tailored financial advice. The team at Rotherbrook Financial Planning takes the time to get to know their clients and understand their unique financial situation and goals. They also have a wealth of experience in the financial services industry, which allows them to provide expert advice and guidance. Additionally, Rotherbrook Financial Planning is committed to transparency and honesty, and they always act in the best interests of their clients.Good to Know
Clients should be aware that Rotherbrook Financial Planning is a fee-only financial advising service. This means that they do not receive commissions or other forms of compensation for recommending specific financial products. Instead, they are paid directly by their clients for the services they provide. This ensures that their advice is always unbiased and in the best interests of their clients.Reviews
Customers have praised Rotherbrook Financial Planning for their personalized and attentive service. Clients appreciate the team's ability to explain complex financial concepts in a way that is easy to understand. Many clients also appreciate the transparency and honesty of the team at Rotherbrook Financial Planning. Overall, customers have had positive experiences working with Rotherbrook Financial Planning and would recommend their services to others.Amenities
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free consultation -
online services
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investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We have years of experience in providing financial advising services and our team consists of highly qualified professionals with relevant degrees and certifications in the field of finance.What types of financial services do you offer?
We offer a wide range of financial services including retirement planning, investment advice, estate planning, tax planning, and insurance planning.How do you customize your services to meet individual client needs?
We understand that each client has unique financial goals and needs. That's why we take the time to understand our clients' financial situations and develop customized plans that are tailored to their specific needs and goals.How do you charge for your services and what are the fees?
We charge for our services on a fee-only basis, which means that we do not receive commissions or compensation from third-party sources. Our fees are transparent and based on the complexity of the services we provide.What is your process for monitoring and adjusting investment portfolios?
We regularly monitor our clients' investment portfolios to ensure that they are aligned with their financial goals and risk tolerance. We also adjust portfolios as needed based on changes in the market and our clients' financial situations.Reviews
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Sau-Wan Surveyor
I can highly recommend Rotherbrook Financial Planning, as Will was very knowledgeable and patient with us, whilst we reviewed our pension and financial cover for income protection/keypersons insurance. We are pleased to have been advised on ExecutIve Income Protection, and through Will's guidance and experience in making sure it works for us, I have now got peace of mind with EIP.
29-09-2022
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Andrew Fisher
Will Currie has been excellent throughout our mortgage application. He is careful to listen and to offer thoughtful advice. The service and support he has offered has been prompt, professional and personal.
29-07-2022
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Diane Chaplin
Really interesting and level headed advice, Will covered such a wide range of information and different forecasts that have opened my mind and given me a new enthusiasm for the future and financial planning. I hope more people will tap into his source of financial wisdom as hes been a real blessing of help and advice. Thank you so much"
29-07-2022
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Matt Smith
I can highly recommend Rotherbrook Financial Planing. Will was so helpful and thorough when advising me on setting up my pension. I am confident in the fact that my pension could not be in safer hands. Whenever I have any questions at all, Will is always prompt and professional with his answers.
29-06-2022
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I would have no hesitation to recommend Will Currie. Will takes time to explain everything in layman's terms and talks you through everything at your own pace. Will does not 'push' any services on you but talks you through your specific requirements and comes up with recommendations Highly recommended
29-06-2022
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Nicola Hillyer
Investing in your future finances can be daunting. Will can be trusted to provide excellent professional advice. He has taken time to explain our options in a clear and understandable manner. We would highly recommend Will for financial advice and planning 👍🏻
29-06-2022
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Milly Hill
I don’t know what I’d do without Will. So friendly, professional and knowledgeable. He takes something I loathe – managing my finances – so easy to understand and much less stressful for me. I now feel like I have a plan and someone looking out for me, which gives me great comfort! He also helped me find the right solicitors when selling my property and shown me where to invest my savings for a maximum return and he’s helped merge all my pensions. He stays in touch to make sure that he’s up to date with our needs. Will thinks about short, med term and long term option and genuinely seems to care. I wouldn’t hesitate in recommending him to others.
29-06-2022
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Graham Souter
Will first introduced himself approx. 2 years ago. At the time we were not in a position to proceed with any services. Since then in a short period of time Will has provided advice in relation to pensions and tax which has resulted in our future looking a lot brighter than before which I am very grateful.
29-06-2022
