The Financial Planning Practice
The Financial Planning Practice is a financial services company based in Harrogate, England. They specialize in providing expert financial advice and planning to individuals and businesses. Their team of experienced financial advisors and consultants work closely with clients to create customized financial plans tailored to their unique needs and goals. The Financial Planning Practice is committed to helping their clients achieve financial success and security.
Introduction to The Financial Planning Practice
The Financial Planning Practice is a company that provides financial services to help people plan and manage their finances. The company was founded with the aim of providing quality financial advice to individuals and businesses. What sets this company apart is its team of experienced financial advisors and consultants who work closely with clients to understand their unique financial needs and goals before offering tailored advice.Services & products
The Financial Planning Practice offers a range of financial services, including retirement planning, investment management, tax planning, and estate planning. Clients can work with financial advisors to create a personalized financial plan that aligns with their individual goals and priorities. The company also offers various financial products such as life insurance, annuities, and mutual funds.Location
Located in Windsor House on Cornwall Road in Harrogate, The Financial Planning Practice is situated in a bustling area with a mix of businesses and residential areas. Public transportation options are easily accessible, with the Harrogate train station, Harrogate bus station, and Victoria Avenue bus stop all within a mile of the company's location.Benefits
What sets The Financial Planning Practice apart from other financial services companies is its personalized approach and commitment to building long-term relationships with its clients. The company's team of financial advisors and consultants work closely with clients to understand their unique financial goals and provide tailored advice to help them achieve those goals.Good to know
Customers should be aware that The Financial Planning Practice is a fee-based financial services company. This means that the company charges a fee for its services, rather than earning commissions from third-party products.Reviews
Customers have praised The Financial Planning Practice for its knowledgeable and friendly staff, as well as its personalized approach to financial planning. Many clients have reported feeling more confident and informed about their finances after working with the company's team of financial advisors.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
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computer
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wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment planning, retirement planning, tax planning, estate planning, and insurance planning.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry and hold various certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).What types of financial products do you offer?
We offer a variety of financial products including stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, and life insurance.How do you determine the best financial strategy for your clients?
We work closely with our clients to understand their financial goals, risk tolerance, and current financial situation. Based on this information, we develop a customized financial plan that includes a tailored investment strategy and other recommendations to help our clients achieve their financial objectives.Can you provide references from satisfied clients?
Yes, we can provide references from satisfied clients upon request. We take pride in our client relationships and strive to provide the highest level of service and satisfaction.Reviews
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Mark Hefferland
Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning it is reassuring to know Paul, Claire and the team are always looking out for our best interests. Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment. I would recommend, and do recommend Paul to anyone.
29-05-2020
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Naveen Vasudev
I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner
29-05-2020
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Roy Hodson
I consulted Paul at the Financial Planning Practice shortly before my retirement for advice on consolidating my pension policies and providing the best long-term income. It was not a straightforward situation as there were a number of different providers involved, both in the UK and in Belgium. Paul took great care to weigh up all my assets and requirements, as well as my attitude towards risk, and has set up a pension plan and an ISA for me. He continues to manage those funds on my behalf. Paul clearly monitors developments in the field of pensions and how they affect his clients throughout the year, not just when an annual review comes round. He explains his recommendations clearly and in detail, and is extremely easy to communicate with. I have now been a client for three years and have no hesitation in recommending Paul and FPP to others.
29-05-2020
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Emily Turner
29-05-2016
