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Financial Planners, Tax Preparation Services, Life Insurance Agencies, Investment Banks, Savings Banks

Unique Financial Planning

Unique Financial Planning is a financial services company based in Southampton, England. They specialize in financial planning, investment banking, life insurance, savings banks, tax preparation services, and other financial services. With a team of experienced professionals, Unique Financial Planning is committed to helping their clients achieve their financial goals and secure their financial future.

Introduction to Unique Financial Planning

Unique Financial Planning is a financial services company based in Southampton, England. The company was founded with the purpose of providing personalized and unique financial planning services to its clients. What sets this company apart from other financial planners, investment banks, life insurance agencies, savings banks, and tax preparation services is its commitment to offering customized solutions to meet the specific needs of each client.

Services & Products

Unique Financial Planning offers a range of financial services, including investment planning, retirement planning, insurance planning, tax planning, and estate planning. The company also offers financial education and guidance to help clients make informed decisions about their finances. Clients can expect to receive personalized attention and tailored solutions that meet their unique needs.

Location

Located in the peaceful area of Durley in Southampton, Unique Financial Planning is surrounded by beautiful countryside and is easily accessible by public transportation. The area is known for its quaint shops, cafes, and local businesses. The closest public transportation options include the Botley train station (2.4 miles), Hedge End train station (3.1 miles), and Southampton Airport Parkway train station (5.1 miles).

Benefits

Clients should choose Unique Financial Planning because of the personalized attention they will receive from the team of experienced financial planners. The company is committed to providing customized solutions that meet the specific needs of each client, and they take the time to understand each client's unique financial situation. Clients can trust that they are receiving expert advice and guidance that will help them achieve their financial goals.

Good to Know

Clients should be aware that Unique Financial Planning is a fee-only financial planning firm. This means that the company does not receive any commissions from the sale of financial products, and their only source of income is the fees charged for their services. This ensures that clients receive unbiased advice and recommendations that are solely in their best interest.

Reviews

Clients have consistently praised Unique Financial Planning for their personalized attention and customized solutions. They appreciate the expert advice and guidance they receive, and many have reported achieving their financial goals with the help of the company. Overall, clients recommend Unique Financial Planning for anyone seeking personalized and unique financial planning services.

Amenities

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

FAQ

Do you offer assistance with audits or IRS correspondence?

Yes, we do offer assistance with audits or IRS correspondence. Our team of experts is well-versed in dealing with such matters and can help you navigate through them with ease.

How do you ensure the accuracy of the tax return before submission?

We ensure the accuracy of the tax return before submission by using advanced software and tools. Our team of professionals is highly skilled and experienced, and they carefully review every detail to ensure that the tax returns are error-free.

How do you customize financial plans to fit individual clients?

We customize financial plans to fit individual clients by taking into consideration their unique financial situation, goals, and priorities. We work closely with our clients to understand their needs and then create a tailored financial plan that is designed specifically for them.

Can I access my account online or through a mobile app?

Yes, you can access your account online or through a mobile app. We offer a user-friendly online platform and mobile app that make it easy for you to access your account and manage your finances on the go.

How much coverage do I need?

The amount of coverage you need depends on various factors, such as your age, income, assets, liabilities, and dependents. Our team of experts can help you determine the right amount of coverage based on your specific needs and circumstances.