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Financial Consultants

Seventy Financial Planning

Seventy Financial Planning is a company based in Harrogate, England that provides financial consulting services to clients. Their expertise in financial services allows them to offer tailored solutions to meet the unique needs of each individual client. With a focus on providing exceptional customer service, Seventy Financial Planning is committed to helping their clients achieve their financial goals.

Introduction to Seventy Financial Planning

Seventy Financial Planning is a company that offers professional financial services to individuals and businesses. The company was founded with the goal of providing personalized financial planning and investment management services to clients. What makes this company unique is their commitment to building long-term relationships with their clients and always putting their clients' best interests first.

Services & Products

Seventy Financial Planning offers a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. They work with clients to create customized financial plans that are tailored to their unique needs and goals. Clients can expect to receive expert advice and guidance throughout the entire financial planning process.

Location

Seventy Financial Planning is located in Harrogate, England, in the Haggs Farm area. This is a beautiful and peaceful area that is home to a number of businesses, including cafes, restaurants, and shops. Visitors to the area can expect to experience a relaxed and welcoming atmosphere. The company is easily accessible by public transportation, with the closest bus stop (Haggs Road) located just a few minutes' walk away. Other nearby public transportation options include the Harrogate train station (3.5 miles away) and Leeds Bradford Airport (12 miles away).

Benefits

Clients should choose Seventy Financial Planning for their financial needs because of the company's commitment to providing personalized and high-quality services. The team of financial consultants at the company have extensive experience in the industry and are dedicated to helping clients achieve their financial goals. Clients can expect to receive transparent and honest advice that is tailored to their specific needs and goals.

Good to Know

One thing customers should be aware of when working with Seventy Financial Planning is that the company charges fees for their financial services. However, these fees are transparent and are based on the services provided, so clients can rest assured that they are receiving fair and reasonable pricing.

Reviews

Customers have consistently praised Seventy Financial Planning for their personalized and attentive services. Many clients have noted that the team of financial consultants are knowledgeable and responsive, and that they feel confident in their financial plans and investments as a result of working with the company. Overall, customers have reported high levels of satisfaction with the services provided by Seventy Financial Planning.

Amenities

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

FAQ

What types of financial services do you offer?

At Seventy Financial Planning, we offer a wide range of financial services that include retirement planning, investment management, tax planning, estate planning, and insurance planning. We work with our clients to develop customized financial plans that meet their specific needs and goals.

What experience do your financial consultants have?

Our financial consultants at Seventy Financial Planning have extensive experience in the financial services industry. They hold various professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). They also participate in ongoing training and education to stay up-to-date with industry changes and best practices.

How do you charge for your services?

At Seventy Financial Planning, we charge a fee for our services based on the complexity of the client's financial situation and the scope of services provided. We believe in transparency and will always provide a clear explanation of our fees upfront.

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

Yes, we are happy to provide references and case studies of our past clients upon request. We are proud of the relationships we have built with our clients over the years and the positive impact we have had on their financial lives.

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

At Seventy Financial Planning, we take a personalized approach to financial planning. We work with our clients to understand their unique financial situation, goals, and needs. We then develop a customized financial plan that is tailored to their specific circumstances. We also provide ongoing support and guidance to ensure that our clients stay on track to achieve their financial goals.