Salmon Financial Planning
Salmon Financial Planning is a financial consulting firm based in Bishop's Stortford, England. They provide a range of financial services to help their clients achieve their financial goals. With a team of experienced financial consultants, Salmon Financial Planning offers personalized advice and solutions to meet the unique needs of each client. Their services include investment planning, retirement planning, estate planning, and more. Contact Salmon Financial Planning today to learn how they can help you achieve financial success.
Introduction to Salmon Financial Planning
Salmon Financial Planning is a financial services company based in Bishop's Stortford, England. The company was founded with the purpose of providing personalized financial advice to clients based on their unique needs and goals. What makes Salmon Financial Planning unique is their team of experienced financial consultants who work closely with clients to create customized financial plans that meet their specific needs.Services & products
Salmon Financial Planning offers a range of financial services including retirement planning, investment management, tax planning, and estate planning. Their team of financial consultants work closely with clients to create personalized financial plans that help them achieve their financial goals.Location
Salmon Financial Planning is located in Barn 2, Wickham Hall, The Residence Coworking in Bishop's Stortford. The area is known for its vibrant community and bustling business district. Clients can expect to find a variety of businesses in the area, including restaurants, cafes, and shops. The closest public transportation options include Bishop's Stortford train station (2.5 miles), Stansted Mountfitchet train station (3.5 miles), and Harlow Town train station (7 miles).Benefits
Clients should choose Salmon Financial Planning because of their commitment to providing personalized financial advice. Their team of experienced financial consultants work closely with clients to create customized financial plans that meet their unique needs and goals. They also offer a range of financial services, including retirement planning, investment management, tax planning, and estate planning.Good to know
Clients should be aware that Salmon Financial Planning is committed to providing unbiased financial advice. They do not receive commissions or other incentives for recommending specific products or services.Reviews
Customers have praised Salmon Financial Planning for their personalized approach to financial planning. Many clients appreciate the company's dedication to creating customized financial plans that meet their unique needs and goals. Overall, customers have had positive experiences working with Salmon Financial Planning and would recommend the company to others.Amenities
-
computer -
wi-fi
-
meeting room
-
coffee maker
-
reception desk
-
parking
-
wheelchair accessible
-
financial advice
-
investment advice
-
tax planning
-
insurance services
FAQ
What types of financial services do you offer?
At Salmon Financial Planning, we offer a wide range of financial services including but not limited to retirement planning, investment management, tax planning, and estate planning. We work closely with our clients to understand their individual needs and create a personalized plan that meets their financial goals.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry and are highly qualified to provide expert advice and guidance. They hold professional designations such as Certified Financial Planner (CFP) and have a deep understanding of the complex financial landscape.How do you charge for your services?
We charge our clients based on a fee-only structure, which means we do not receive any commissions or incentives for recommending specific financial products. Our fees are transparent and agreed upon in advance with our clients, so they know exactly what they are paying for.Can you provide references or case studies of your past clients?
Absolutely, we are happy to provide references and case studies of our past clients. We take great pride in the work we do and the relationships we build with our clients, and we are confident that their experiences will speak for themselves.How will you tailor your services to meet my specific financial goals and needs?
At Salmon Financial Planning, we recognize that every client is unique and has different financial goals and needs. We take the time to understand each client's individual situation and create a personalized plan that is tailored to their specific needs. Our goal is to help our clients achieve financial success and peace of mind.Reviews
-
ed croft
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2022
-
Michelle Guy
Positive: Professionalism, Quality, Responsiveness, Value
29-05-2022
-
Tanja Jones
We recently needed some help in sorting out our financial affairs as we were looking to invest some money and also get advice on what to do with our various pension schemes. Tammy spent a lot of time with us, explaining how she works and provided us later with some thoughtful suggestions based on our circumstances, which we felt very comfortable with in terms of investing our money. Tammy is professional, friendly and trustworthy and has a wealth of experience in her field. We feel very much in good hands!
29-05-2022
-
Nicola Benson
I have been seeing Tammy for a few months for the purposes of setting up health insurance and a pension for me. I’ve been ‘meaning to do it’ for years and with her encouragement and guidance I have finally done it! Tammy is patient, thorough and very knowledgeable and I feel grateful to her for helping me out. I shall be spreading the word about her!
29-05-2022
