The Financial Planning Practice - Harrogate

The Financial Planning Practice, located at Windsor House, Cornwall Rd, Harrogate HG1 2PW, is a renowned financial planning firm that has been serving its clients with utmost dedication and professionalism for many years. With a telephone number of 01943871627, this practice has established itself as a trusted and reliable financial partner for individuals seeking expert guidance and advice on their financial journey.

Specialties: Financial Planner

The Financial Planning Practice specializes in providing comprehensive financial planning services, tailored to meet the unique needs and goals of each client. With a team of experienced and knowledgeable financial planners, this practice is committed to helping its clients achieve financial success by providing them with personalized financial plans that align with their risk tolerance and investment objectives.

Online Appointments and On-site Services

One of the key features of The Financial Planning Practice is its convenience and accessibility. The practice offers online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. Additionally, the practice provides on-site services, allowing clients to meet with their financial planners in person and receive expert guidance and advice face-to-face.

Amenities: Toilet and Appointment Required

The Financial Planning Practice is equipped with amenities such as a toilet, ensuring that clients have a comfortable and convenient experience during their visits. It is important to note that an appointment is required to meet with a financial planner, as this practice prioritizes providing personalized and dedicated service to each of its clients.

Opinions: 5/5

The Financial Planning Practice has received numerous positive reviews from its clients, with an average rating of 5/5 on Google My Business. Many clients have praised the practice for its responsiveness, attentiveness, and professionalism, as well as its thorough understanding of individual risk tolerance and investment objectives. The practice has been commended for its commitment to looking out for its clients' best interests and providing unbiased financial advice.

Recommendation

If you are looking for a trusted and reliable financial planning partner, The Financial Planning Practice is an excellent choice. With its personalized financial planning services, convenient online appointments and on-site services, and commitment to putting its clients' best interests first, this practice is dedicated to helping you achieve your financial goals. We highly recommend visiting The Financial Planning Practice's website at thefpp.co.uk to learn more and schedule a consultation with one of its experienced financial planners.

👍 Reviews of The Financial Planning Practice

Mark Hefferland

5/5

Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning it is reassuring to know Paul, Claire and the team are always looking out for our best interests.
Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment.
I would recommend, and do recommend Paul to anyone.

Roy Hodson

5/5

I consulted Paul at the Financial Planning Practice shortly before my retirement for advice on consolidating my pension policies and providing the best long-term income. It was not a straightforward situation as there were a number of different providers involved, both in the UK and in Belgium. Paul took great care to weigh up all my assets and requirements, as well as my attitude towards risk, and has set up a pension plan and an ISA for me. He continues to manage those funds on my behalf.

Paul clearly monitors developments in the field of pensions and how they affect his clients throughout the year, not just when an annual review comes round. He explains his recommendations clearly and in detail, and is extremely easy to communicate with. I have now been a client for three years and have no hesitation in recommending Paul and FPP to others.

Naveen Vasudev

5/5

I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner

Emily Turner

5/5