Financial Planners

Worthy Financial Planning

Worthy Financial Planning is a financial services company located in Waterlooville, England. They specialize in providing expert financial planning services to their clients. With a team of experienced financial planners, they are dedicated to helping individuals and businesses achieve their financial goals. Worthy Financial Planning is committed to providing personalized solutions that meet the unique needs of each client. They are a trusted partner for anyone seeking professional financial advice and guidance.

Introduction to Worthy Financial Planning

Worthy Financial Planning is a financial planning company based in Waterlooville, England. Founded in 2015, the company was established with a mission to provide top-notch financial services and products to its customers. The company prides itself on being unique due to its personalized approach to financial planning, which takes into consideration the individual needs of customers.

Services & Products

Worthy Financial Planning offers a variety of services to its customers, including retirement planning, investment advice, tax planning, and wealth management. Customers can also purchase financial products like life insurance, long-term care insurance, and disability insurance. The company's financial planners work with customers to develop a custom financial plan that meets their specific needs and goals.

Location

Worthy Financial Planning is located in Waterlooville, a bustling town known for its shopping and leisure facilities. The area is home to a variety of businesses, including restaurants, shops, and banks. Customers of Worthy Financial Planning can expect a warm and welcoming atmosphere when they visit the company's offices. The nearest public transportation options are the Waterlooville Bus Station (0.3 miles), the Waterlooville Train Station (1.1 miles), and the Hambledon Road Bus Stop (0.2 miles).

Benefits

Customers should choose Worthy Financial Planning because of the company's commitment to personalized financial planning. The company's financial planners work with each customer to create a customized financial plan that meets their unique needs. The company also offers a wide range of financial products and services, making it a one-stop-shop for all financial planning needs.

Good to Know

Customers should be aware that Worthy Financial Planning charges fees for its financial planning services. However, the company is transparent about its fee structure and works with customers to ensure that they are comfortable with the fees before moving forward with any services.

Reviews

Customers have reported positive experiences with Worthy Financial Planning, praising the company's financial planners for their expertise and professionalism. Customers also appreciate the company's personalized approach to financial planning, which takes into consideration their unique needs and goals.

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, estate planning, tax planning, and insurance planning. We work closely with our clients to understand their unique financial goals and needs, and develop customized plans to help them achieve their objectives.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, tailoring our services to meet the specific needs of each client. We begin by conducting a comprehensive assessment of their financial situation, including their income, expenses, assets, liabilities, and investment objectives. Based on this information, we develop a customized plan that takes into account their individual goals, risk tolerance, and time horizon.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management, and we structure them in a way that is transparent and easy to understand. We believe in full transparency and disclosure when it comes to our fees, and we work closely with our clients to ensure they understand the costs associated with our services. Our fees are competitive and reflect the value we provide to our clients.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and have extensive experience in the financial planning industry. They hold a range of professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). We are committed to ongoing education and professional development, and our team stays up-to-date with the latest 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 have a strong track record of delivering excellent results for our clients, and we are proud of the relationships we have built over the years. Our clients trust us to help them achieve their financial goals, and we are committed to providing the highest level of service and support.