Financial Planners, Savings Banks

Wardour Financial Planners Ltd

Wardour Financial Planners Ltd is a financial services company based in Birmingham, England. They specialize in financial planning, savings banks, and other related financial services. With their expertise and experience, they aim to help individuals and businesses achieve their financial goals.

Introduction to Wardour Financial Planners Ltd

Wardour Financial Planners Ltd is a financial planning company based in Birmingham, England. The company was established with the aim of providing expert financial advice and planning to individuals and businesses. With over a decade of experience in the industry, Wardour Financial Planners Ltd has built a reputation for delivering tailored financial solutions to clients. What sets this company apart is their commitment to providing unbiased and independent financial planning services.

Services & Products

Wardour Financial Planners Ltd offers a range of financial services to clients. These services include investment planning, retirement planning, tax planning, and estate planning. The company also offers financial advice to businesses, including employee benefits and business protection. Clients can expect to receive a personalized service from a team of experienced financial planners who will work closely with them to understand their needs and provide tailored solutions.

Location

Wardour Financial Planners Ltd is located on Calthorpe Road in Birmingham. The area is known for its thriving business community, and clients can expect to find a range of businesses in the surrounding area. The office is conveniently located near public transportation options, including the Five Ways train station, which is just a 5-minute walk away. Other nearby public transportation options include the Calthorpe Road bus stop and the Edgbaston Reservoir bus stop.

Benefits

Clients should choose Wardour Financial Planners Ltd because of their commitment to providing independent and unbiased financial planning services. The company has a team of experienced financial planners who work closely with clients to understand their needs and provide tailored solutions. Clients can also expect to receive a personalized service that is focused on achieving their financial goals.

Good to Know

Clients should be aware that Wardour Financial Planners Ltd is not a savings bank, but rather a financial planning company that provides expert advice and planning services.

Reviews

Customers have praised Wardour Financial Planners Ltd for their professional and knowledgeable team of financial planners. Clients have also noted the personalized service they received and the tailored solutions provided to help them achieve their financial goals. Overall, customers have had a positive experience with the company and would recommend their services to others.

Amenities

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

FAQ

What types of financial planning services do you offer?

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

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning and work closely with each client to understand their unique financial goals, risk tolerance, and financial situation. Based on this information, we create a customized financial plan that is tailored to meet their specific needs.

What are your fees and how are they structured?

Our fees are based on the services provided and the complexity of each client's financial situation. We offer both fee-only and fee-based arrangements, and our fees are transparent and structured in a way that aligns our interests with those of our clients.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from satisfied clients upon request. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial lives.

Are there any fees associated with opening or maintaining an account?

We do not charge any fees for opening or maintaining an account with us. Our focus is on providing high-quality financial planning services that help our clients achieve their financial goals.