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Financial Planners, Financial Consultants, Investment Services

Station Financial

Station Financial is a financial services company based in New Milton, England. They specialize in providing financial consulting, financial planning, and investment services to their clients. With a team of experienced financial planners, Station Financial is dedicated to helping their clients achieve their financial goals. They offer a range of financial services to meet the unique needs of each client.

Introduction to Station Financial

Station Financial is a financial services company located in New Milton, England. The company was founded with the goal of providing expert financial advice and guidance to individuals and businesses alike. With a team of experienced financial consultants and planners, Station Financial is dedicated to helping their clients achieve their financial goals through personalized and comprehensive financial services. What makes this company unique is their commitment to building long-term relationships with their clients and providing ongoing support throughout their financial journey.

Services & Products

Station Financial offers a range of financial services including investment services, retirement planning, estate planning, and tax planning. They also provide comprehensive financial planning and consulting services for both individuals and businesses. Additionally, they offer a variety of financial products such as insurance, annuities, and mutual funds to help their clients achieve their financial goals.

Location

Located on Station Rd in New Milton, Station Financial is situated in a bustling area filled with various businesses and amenities. The area is known for its vibrant community and friendly atmosphere. Nearby public transportation options include the New Milton train station, which is just a 5-minute walk away, as well as several bus stops located within a 10-minute walk from the office.

Benefits

Customers should choose Station Financial because of their commitment to providing personalized and comprehensive financial services. The company's team of experienced financial consultants and planners work closely with clients to develop customized financial plans that meet their unique needs and goals. Additionally, their ongoing support and guidance ensures that clients stay on track towards achieving their financial goals.

Good to Know

Customers should be aware that Station Financial is a fee-based financial services company, which means that they charge a fee for their services rather than earning commissions from the sale of financial products. This ensures that their clients receive unbiased and objective financial advice.

Reviews

Customers have praised Station Financial for their knowledgeable and friendly staff, as well as their personalized and comprehensive financial services. Clients appreciate the company's commitment to building long-term relationships and providing ongoing support throughout their financial journey. Overall, Station Financial has received positive reviews for their professionalism, expertise, and dedication to helping their clients achieve their financial goals.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
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    meeting room
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    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    retirement planning
  • amenity
    insurance coverage
  • amenity
    wealth management
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    budgeting assistance
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    credit counseling
  • amenity
    online trading
  • amenity
    portfolio management
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    financial education
  • amenity
    asset allocation
  • amenity
    risk management

FAQ

What types of financial services do you offer?

We offer a range of financial services, including financial planning, investment services, and financial consultation.

What types of financial planning services do you offer?

Our financial planning services include retirement planning, estate planning, tax planning, and education planning.

What is your minimum investment amount?

Our minimum investment amount varies depending on the investment strategy and portfolio chosen by the client. We work with clients to find a solution that fits their needs and budget.

How do you develop an investment strategy for your clients?

We work closely with our clients to understand their financial goals, risk tolerance, and investment preferences. Based on this information, we develop a customized investment strategy that aligns with their needs and objectives.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, tailoring our services to meet the unique needs and goals of each client. We work closely with clients to understand their financial situation, goals, and objectives and develop a customized plan that fits their specific needs.

Reviews

  • Catherine Beal

    15-05-2023
  • Geoffrey Bere

    29-06-2022
  • Andrew Ingram

    First time I have contacted SF. I found them to be professional and clear on what I was looking for. This led them to recommend one of their partner specialist companies in DB transfers. I have followed up on their recommendation and thank them for their support. Kieran Burgess was excellent.

    29-05-2021