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Financial Advising Services, Financial Planners

Sheraton Financial Planning Ltd

Sheraton Financial Planning Ltd is a company based in Fareham, England that provides expert financial advising services. Their team of experienced financial planners offers a range of financial services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or wealth preservation, Sheraton Financial Planning Ltd is dedicated to providing personalized solutions to meet their clients' unique needs.

Introduction to Sheraton Financial Planning Ltd

Sheraton Financial Planning Ltd is a financial planning company based in Fareham, England. The company was founded with the goal of providing expert financial advising services to individuals and businesses. With years of experience in the financial services industry, Sheraton Financial Planning Ltd has built a reputation for its commitment to helping clients achieve their financial goals. What sets this company apart is their personalized approach to financial planning, taking into account each client's unique situation and needs.

Services & Products

Sheraton Financial Planning Ltd offers a range of financial services, including retirement planning, investment management, estate planning, and more. Their team of experienced financial planners works closely with clients to develop customized financial plans that align with their goals and values. Additionally, the company offers a variety of financial products, such as life insurance and annuities, to help clients secure their financial futures.

Location

Situated on Bridge St in Wickham, Fareham, Sheraton Financial Planning Ltd is located in a charming area with a mix of residential and commercial properties. In the surrounding area, customers can expect to find a variety of businesses, including cafes, shops, and restaurants. There are also several public transportation options available, including the Wickham Square Bus Stop (0.1 miles), Fareham Train Station (4.5 miles), and Portsmouth Harbour Train Station (10.2 miles).

Benefits

Customers should choose Sheraton Financial Planning Ltd because of the company's commitment to personalized financial planning. The team of financial planners takes the time to get to know each client and their unique financial situation, creating customized plans that align with their goals. Additionally, the company offers a range of financial products to help clients secure their financial futures, all while providing exceptional customer service.

Good to Know

Customers should be aware that Sheraton Financial Planning Ltd is a fee-based financial planning company, meaning that fees are charged for services rendered. However, the company is transparent about their fees and works with clients to create customized plans that fit their budget.

Reviews

Customers have praised Sheraton Financial Planning Ltd for their exceptional customer service and personalized approach to financial planning. Clients appreciate the team's attention to detail and their willingness to go above and beyond to help them achieve their financial goals. Overall, customers highly recommend Sheraton Financial Planning Ltd for their financial planning needs.

Amenities

  • amenity
    free consultation
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    credit counseling
  • amenity
    estate planning
  • amenity
    financial planning
  • amenity
    wealth management
  • amenity
    insurance coverage

FAQ

What types of financial services do you offer?

We offer a range of financial services such as retirement planning, investment management, tax planning, estate planning, and insurance planning.

What professional qualifications do your financial planners have?

Our financial planners hold professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and/or Chartered Financial Planner (ChFP).

How do you customize your services to meet individual client needs?

We take the time to understand each client's unique financial situation, goals, and objectives. Based on this information, we develop a customized financial plan that meets their specific needs.

What are your fees and how are they structured?

Our fees are structured based on the specific services provided and the complexity of the client's financial situation. We offer both fee-only and fee-based services, and our fees are transparent and disclosed upfront.

How do you charge for your services and what are the fees?

We charge for our services based on a percentage of the assets under management, a flat fee, or an hourly rate depending on the service provided. Our fees may vary depending on the complexity of the client's financial situation. We always disclose our fees upfront to ensure transparency.