Financial Advising Services
Wealth Planning Associates
Wealth Planning Associates is a financial services company based in Sandwich, England. They specialize in providing expert financial advising services to their clients. With a focus on innovation and customer satisfaction, Wealth Planning Associates is dedicated to helping individuals and businesses achieve their financial goals.
Introduction to Wealth Planning Associates
Wealth Planning Associates is a financial advising services company located in Sandwich, England. Founded in 1998, the company's mission is to provide personalized financial advice and planning services to their clients. What makes this company unique is their dedication to building long-term relationships with their clients to help them achieve their financial goals.Services & Products
Wealth Planning Associates offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning. They also offer insurance services such as life insurance and long-term care insurance. Clients can expect personalized, comprehensive financial advice and planning to help them achieve their financial goals.Location
Wealth Planning Associates is located in Discovery Park, a business park in Sandwich, England. The area is known for its high-tech and innovative businesses, making it a hub for technology and science industries. The park offers easy access to public transportation, with the closest bus stop being Discovery Park (West), just a 2-minute walk away. The Sandwich train station is also just a 10-minute drive from the park.Benefits
Customers should choose Wealth Planning Associates for their personalized and comprehensive approach to financial planning. The company's experienced advisors work closely with clients to understand their unique financial situations and develop tailored plans to help them achieve their goals. Additionally, the company's dedication to building long-term relationships with their clients ensures that they are always working towards their clients' best interests.Good to Know
Customers should be aware that Wealth Planning Associates operates on a fee-only basis, meaning that they do not receive commissions for recommending specific investment products. This ensures that their advice is always unbiased and in their clients' best interests.Reviews
Customers have praised Wealth Planning Associates for their knowledgeable and attentive advisors, as well as their personalized approach to financial planning. Many have noted that the company has helped them achieve their financial goals and provided peace of mind for their financial futures.Amenities
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free consultation -
online services
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investment advice
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retirement planning
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tax planning
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insurance services
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asset management
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budgeting assistance
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debt management
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credit counseling
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estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We at Wealth Planning Associates have a team of experienced and qualified financial advisors who hold relevant certifications and licenses to provide financial advising services. Our advisors have years of experience in the industry and keep themselves updated with the latest market trends and regulations to provide the best advice to our clients.What types of financial services do you offer?
We offer a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, insurance planning, and more. We work with each client to understand their unique financial goals and needs and tailor our services accordingly to help them achieve their objectives.How do you customize your services to meet individual client needs?
We believe that every client is unique, and therefore, we offer customized financial plans and strategies to meet individual client needs. Our advisors work closely with clients to understand their financial goals, risk tolerance, and other factors that may impact their financial planning. Based on this information, we develop personalized financial plans that are tailored to meet their specific needs.How do you charge for your services and what are the fees?
Our fees for financial advising services vary depending on the scope of services, complexity, and other factors. We are transparent about our fees and provide clients with a detailed fee structure before starting any work. We do not charge any hidden fees, and our fees are competitive and reasonable.What is your process for monitoring and adjusting investment portfolios?
We have a robust process for monitoring and adjusting investment portfolios. We regularly review our clients' portfolios to ensure that they are aligned with their financial goals and risk tolerance. We also keep a close eye on market trends and adjust portfolios accordingly to optimize performance. Our advisors work closely with clients to keep them informed about any changes in their portfolios and provide regular performance reports.Reviews
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Penfold Panels
Amy at Wealth Planning Associates has provided me with ongoing excellent mortgage advice and more recently Doug Young has provided my mother with advice on Equity Release. He was really helpful and explained everything clearly so we both understood the options available to us.
27-05-2020
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David Vellani
Doug was really helpful organising our mortgage for us. He also sorted our insurance and introduced us to the concept of Vitality insurance which gives us some great benefits as well as protecting us.
27-05-2019
