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Financial Planners

South Coast Financial Planning Ltd

South Coast Financial Planning Ltd is a financial planning company based in Southampton, England. They specialize in providing expert financial services to their clients, including financial planning and investment management. Their team of experienced financial planners is dedicated to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed decisions about their finances. South Coast Financial Planning Ltd is committed to providing personalized service and building long-term relationships with their clients.

Introduction to South Coast Financial Planning Ltd

South Coast Financial Planning Ltd is a financial planning company based in Southampton, England. Established in 2005, the company has been providing top-notch financial planning services to its clients for over 15 years. The company's mission is to help its clients achieve their financial goals by providing them with personalized financial advice and guidance. What sets South Coast Financial Planning Ltd apart from other financial planning companies is its commitment to providing unbiased financial advice that is tailored to its clients' specific needs.

Services & products

South Coast Financial Planning Ltd offers a wide range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. The company's team of experienced financial planners works closely with clients to develop personalized financial plans that are designed to help them achieve their financial goals. Additionally, the company offers a range of financial products, including mutual funds, stocks, and bonds, to help clients build and manage their investment portfolios.

Location

South Coast Financial Planning Ltd is located in Basepoint Business Centre, Andersons Rd, Southampton, which is a bustling commercial area that is home to a variety of businesses, including tech startups, marketing agencies, and accounting firms. The area is easily accessible by public transportation, with the Southampton Central Station, Southampton Airport, and the St. Mary's Stadium all located within 3 miles of the business centre.

Benefits

One of the key benefits of choosing South Coast Financial Planning Ltd over other financial planning companies is the company's commitment to providing personalized financial advice that is tailored to each client's unique needs. The company's team of experienced financial planners works closely with clients to develop customized financial plans that help them achieve their financial goals. Additionally, the company's focus on providing unbiased financial advice means that clients can trust that the advice they receive is in their best interest.

Good to know

Clients should be aware that South Coast Financial Planning Ltd is a fee-only financial planning company, which means that the company does not receive any commissions or other incentives for recommending specific financial products or services. This ensures that the company's financial advice is unbiased and in the best interest of its clients.

Reviews

Customers have praised South Coast Financial Planning Ltd for its knowledgeable and experienced team of financial planners, as well as its commitment to providing personalized financial advice. Many clients have noted that the company's financial advice has helped them achieve their financial goals and given them peace of mind when it comes to their finances.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    budgeting assistance
  • amenity
    credit counseling

FAQ

What types of financial planning services do you offer?

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

How do you customize financial plans to fit individual clients?

We understand that each client has unique financial goals and circumstances, so we take the time to get to know our clients and tailor our services to meet their specific needs. We work closely with our clients to develop personalized financial plans that align with their goals and values.

What are your fees and how are they structured?

Our fees vary depending on the services provided and the complexity of each client's financial situation. We offer transparent fee structures and provide detailed information on the costs of our services upfront. We believe in charging fair and reasonable fees for our services and strive to deliver value to our clients.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and experienced professionals who hold relevant industry certifications and designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). We require our planners to maintain ongoing education and training to stay up-to-date with industry trends and best practices.

Can you provide references or testimonials from satisfied clients?

Yes, we are proud to have many satisfied clients who have provided us with positive feedback and testimonials. We are happy to provide references upon request, and we encourage prospective clients to read our online reviews and testimonials to learn more about our services.