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Financial Planners

Sandford Dunbar Ltd

Sandford Dunbar Ltd is a financial services company based in Tunbridge Wells, England. They specialize in providing expert financial planning services to their clients. With a focus on personalized solutions, Sandford Dunbar Ltd helps individuals and businesses achieve their financial goals.

Introduction to Sandford Dunbar Ltd

Sandford Dunbar Ltd is a well-established financial services company that has been assisting their clients with financial planning for over 30 years. They are dedicated to providing personalized financial planning services that are tailored to their clients' unique needs and goals. What makes Sandford Dunbar unique is their commitment to building long-term relationships with their clients and their focus on ethical and transparent financial planning practices.

Services & Products

Sandford Dunbar Ltd offers a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. Their team of experienced financial planners works closely with their clients to create customized financial plans that help them achieve their financial goals. Additionally, they offer a variety of financial products, such as mutual funds, stocks, and bonds, to help their clients build and manage their investment portfolios.

Location

Sandford Dunbar Ltd is located in the picturesque village of Langton Green, just outside of Tunbridge Wells in England. The area is known for its beautiful countryside and historic architecture, as well as its vibrant community of businesses and shops. The nearest public transportation options are the Langton Green bus stop, which is a 5-minute walk from the office, and the Tunbridge Wells train station, which is a 10-minute drive away. There is also ample parking available for those who prefer to drive.

Benefits

Customers should choose Sandford Dunbar Ltd because of their commitment to personalized financial planning services that are tailored to their clients' unique needs and goals. Their team of experienced financial planners has a wealth of knowledge and expertise to help their clients navigate the complex world of finance. Additionally, they are dedicated to building long-term relationships with their clients and providing ethical and transparent financial planning practices.

Good to Know

Customers should be aware that Sandford Dunbar Ltd is a fee-only financial planning firm, which means that they do not receive commissions for any financial products they recommend. This ensures that their clients can trust that their financial planners are acting in their best interests and not simply trying to sell them products to earn a commission.

Reviews

Customers rave about the personalized financial planning services they receive from Sandford Dunbar Ltd. They appreciate the attention to detail and the transparent and ethical practices of their financial planners. Many customers have been with the company for years and trust them implicitly with their financial planning needs.

Amenities

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

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services such as retirement planning, investment planning, tax planning, estate planning, and insurance planning. Our services are tailored to meet the unique needs and goals of each client.

How do you customize financial plans to fit individual clients?

We take the time to understand each client's financial situation, goals, and risk tolerance. Based on our assessment, we develop a customized financial plan that is designed to meet their specific needs. We also regularly review the plan to ensure that it stays on track.

What are your fees and how are they structured?

Our fees vary depending on the complexity of each client's financial situation and the services they require. We use a transparent fee structure and discuss our fees upfront with our clients. We do not charge commissions or receive any hidden fees.

What professional qualifications do your financial planners have?

Our financial planners hold professional qualifications such as the Certified Financial Planner (CFP) designation and are members of professional associations such as the Chartered Institute for Securities and Investment (CISI). They also have years of experience in the industry and undergo regular training to stay up-to-date with the latest developments.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from satisfied clients upon request. We are proud of our track record of delivering high-quality financial planning services that meet our clients' needs and goals.