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Financial Planners

Total Wealth Planning

Total Wealth Planning is a financial services company based in Poole, England. They specialize in providing expert financial planning and advice to clients, helping them to achieve their financial goals and secure their financial future. With a team of experienced financial planners, Total Wealth Planning offers a range of services to meet the unique needs of each client. Their services include investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Total Wealth Planning can help you achieve your financial goals.

Introduction to Total Wealth Planning

Total Wealth Planning is a financial planning company located in Poole, England. The company was founded with the goal of providing comprehensive financial services to individuals and businesses. The team is made up of experienced financial planners who work to create personalized plans for each client. What sets Total Wealth Planning apart is their commitment to educating clients and empowering them to make informed financial decisions.

Services & products

Total Wealth Planning offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also offer business planning services, such as employee benefits and succession planning. Clients can expect a tailored approach to their financial needs, with a focus on long-term goals.

Location

Located in Poole, Total Wealth Planning is situated in a bustling area with a mix of residential and commercial properties. The surrounding area is home to a variety of businesses, including restaurants, shops, and professional offices. The nearest public transportation options include the Poole Railway Station (2.4 miles), the Poole Bus Station (2.1 miles), and the Parkstone Railway Station (1.9 miles).

Benefits

Clients of Total Wealth Planning can expect a personalized approach to their financial planning needs. The team of experienced financial planners works to create customized plans that are tailored to each client's unique goals and circumstances. Additionally, the company is committed to educating clients and empowering them to make informed financial decisions.

Good to know

Clients of Total Wealth Planning should be aware that the company operates on a fee-only basis. This means that they do not receive commissions or other compensation from the sale of financial products. Instead, they are compensated solely by the fees paid by their clients. This ensures that their advice is always unbiased and in the best interest of their clients.

Reviews

Customers of Total Wealth Planning have praised the company for their personalized approach to financial planning. They appreciate the team's attention to detail and willingness to take the time to educate clients. Overall, clients feel that Total Wealth Planning has helped them achieve their financial goals and provided peace of mind for their financial future.

Amenities

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

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services such as retirement planning, estate planning, investment planning, tax planning, and insurance planning. We work with our clients to create customized financial plans that meet their unique needs and goals.

How do you customize financial plans to fit individual clients?

We take a comprehensive approach to financial planning that involves getting to know our clients on a personal level. We ask questions to understand their financial situation, goals, and risk tolerance. Based on this information, we create a customized financial plan that is tailored to their needs and objectives.

What are your fees and how are they structured?

Our fees vary depending on the services provided and the complexity of the client's financial situation. We typically charge a flat fee or a percentage of assets under management. We are transparent about our fees and provide a written agreement outlining all costs associated with our services.

What professional qualifications do your financial planners have?

Our financial planners hold a variety of professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We also require our planners to participate in 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 happy to provide references and testimonials from satisfied clients. We take pride in the relationships we build with our clients and the positive impact we have on their financial lives.