ProPlan Financial Advice Limited - Clitheroe

ProPlan Financial Advice Limited: Una compañía de asesoramiento financiero de confianza

ProPlan Financial Advice Limited es una empresa de asesoramiento financiero con sede en Barrow, Clitheroe, Reino Unido, específicamente ubicada en The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB. Puedes contactarlos a través de su teléfono 1200411955 o visitar su página web en proplanfa.co.uk.

Características y especialidades

ProPlan Financial Advice Limited se especializa en asesoramiento financiero, específicamente en planes financieros. Su equipo de expertos está comprometido con brindar asesoramiento personalizado y confiable a sus clientes.

Otras características destacadas

Algunas características destacadas de ProPlan Financial Advice Limited incluyen:

• Acceso a la entrada y al estacionamiento accesible para sillas de ruedas
• Asientos accesibles para sillas de ruedas

Ubicación y accesibilidad

La empresa se encuentra ubicada en The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB, lo que la hace accesible para personas con discapacidad. Su ubicación en el Reino Unido lo convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en la zona.

Opiniones y recomendaciones

Con 25 opiniones en Google My Business, ProPlan Financial Advice Limited ha demostrado ser una empresa confiable y de alta calidad. Los clientes han elogiado a su asesor, Steven, por su amabilidad, explicación clara y atención al detalle. La media de opinión es de 5/5, lo que refleja la satisfacción general de los clientes con los servicios de la empresa.

Recomendación final

Si estás buscando asesoramiento financiero confiable y personalizado, ProPlan Financial Advice Limited es una excelente opción. Con su equipo de expertos y ubicación accesible, puedes confiar en que recibirás la mejor asesoría financiera para tus necesidades. Visita su página web en proplanfa.co.uk para obtener más información y contactar con ellos.

👍 Reviews of ProPlan Financial Advice Limited

alison S.

5/5

Steven was recommended to me by a friend, an existing client of his ,when I was seeking help with my complex occupational pension options initially. I found him very friendly and always willing to explain everything and to check that I was happy with his advice and understood.
I would have no hesitation in recommending him.

Martin A.

5/5

Highly professional and extremely knowledgeable, Steven has been our trusted, financial advisor for a number of years. He has a very friendly and approachable manner making communication with him easy. He meets us regularly, providing sound advice and ongoing support. We would have no hesitation in recommending Steven to others.

Mandy E.

5/5

Steven has looked after myself and my husband for many years. He has given us some fantastic advice which enabled us to retire in March 2023 which is earlier than we ever thought possible. 6 months on and we are comfortable and happy and couldn't have done it without Steven's very patient help and clear guidance.

Peter L.

5/5

Steven has been our financial advisor for many years. During this time he has given us sound, professional advice, always in a friendly and approachable manner.
We had no hesitation in recommending Steven to other family members.

Philip H.

5/5

We are delighted with the advice that we have received from Steven. He is engaging and informative and has recently analysed our finances, suggesting changes that will be of real benefit to us. We have no hesitation in giving Steven the highest possible reccomendation.

Becca E.

5/5

My advisor, Steven has been great at explaining my options in simple language to help me make decisions. He had explained options without pressurising me for decisions at any point. The plan he has arranged is doing well already. I wish I had used ProPlan sooner!

Julie S.

5/5

Professional advice and guidance and my trusted advisor. Lisa Estill has provided invaluable and continued support and guidance over many years and empowered me to make informed decisions around securing my financial future. No hesitation in recommending her as a trusted financial advisor.

Frank B.

5/5

Steven combined our various pensions and AVCs into individual plans.
Consulting with Steven we now have a clear and concise plan for our future lives in retirement.
Plus a lot less paperwork.