Parsonage Financial Planning - Altrincham

Parsonage Financial Planning: Expert Financial Guidance in Altrincham

Located in the heart of Altrincham, Parsonage Financial Planning offers comprehensive financial planning services to individuals and businesses in the UK. With their expert team, led by experienced financial planners, they provide personalized guidance to help clients achieve their financial goals.

About Parsonage Financial Planning

Address: 1 Dunham Rd, Altrincham WA14 4NX, United Kingdom
Phone: 1619282706

Specialties and Services

• Financial planner
• Mortgage broker
• Full-service financial planning
• Investment advice
• Retirement planning

At Parsonage Financial Planning, they offer a range of services to suit individual needs, from investment advice and retirement planning to mortgage broking. Their team is dedicated to providing personalized guidance and support to help clients achieve their financial objectives.

Other Amenities and Features

Parsonage Financial Planning offers several amenities to enhance the client experience, including:

• Online appointments
• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible seating
• Restroom
• LGBTQ+ friendly
• Appointment required

These features demonstrate their commitment to accessibility and inclusivity, ensuring that clients with diverse needs feel welcome and supported.

Expertise and Reviews

With years of experience, Parsonage Financial Planning has built a reputation for providing expert financial guidance. Their team, led by Flora Maudsley-Barton, has helped clients since 2009, earning a 4.5/5 star rating on Google My Business. Clients appreciate the team's patience, helpfulness, and flexibility, making them feel at ease with complex financial matters.

Recomendación

For individuals seeking expert financial planning and guidance, we highly recommend Parsonage Financial Planning. Their comprehensive services, inclusive amenities, and exceptional expertise make them an ideal partner for achieving financial success. Visit their website or contact them today to schedule an appointment and take the first step towards securing your financial future.

Visit Parsonage Financial Planning's website to learn more about their services and schedule an appointment. Call them at 1619282706 to speak with a financial expert today.

👍 Reviews of Parsonage Financial Planning

B C.

5/5

Very happy with Parsonage Financial Planning, and Flora Maudsley-Barton in particular. She has looked after my finances since 2009 and has always been extremely helpful and patient in explaining investments and financial planning. Parsonage Financial are always quick to respond to queries and have a flexible approach to a client's requirements. Even as someone who hasn't a natural head for figures I feel in safe hands and trust them implicitly to look after my investments.

Claire S.

5/5

Friendly and professional service; Flora is excellent at explaining in-depth financial matters in a simple and straightforward way. She and the team take the fear out of financial advice and make it a pleasurable experience.

Nigel P.

5/5

I appreciated the dedication and swift action of Parsonage Financial Planning to get my wife's Lasting Power of Attoney activated following a very serious stroke which meant she no longer had capacity to look after her accounts held in her sole name. Urgent access was needed for nursing home fees. Communication with them was very good and I was regularly kept up to date on the progress. Nothing was too small or too great for them to tackle quickly and efficiently.

Paul F.

5/5

Flora listened and understood my requirements, a trait not found in all IFAs ! She then provided her advice in a professional and clear manner, enjoyed doing business with Flora and Team.

James G.

5/5

For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me.
I sleep well knowing Parsonage does just that.

Rich F.

5/5

Helpful, thoughtful and insightful financial advice delivered in a friendly and convivial way. Strongly recommend Flora and the team...

Den

5/5

Excellent work from this company in sorting out my pensions. Lovely people doing an amazing job... I would fully recommend them.
Denis Gleave. N-le-W

Andrew S.

1/5

Yet another business that isn't able to answer the phone. Pitiful!