Chesil Financial Planning - Financial Advisers Weymouth - Weymouth

Okay, here’s a comprehensive overview of Chesil Financial Planning – Financial Advisers Weymouth, presented in a formal and approachable style, designed to be helpful for prospective clients:

Chesil Financial Planning – A Trusted Financial Partner

Chesil Financial Planning – Financial Advisers Weymouth is a dedicated and reputable financial advisory firm located in Weymouth, Dorset. They offer a comprehensive suite of financial services designed to help individuals and families achieve their short-term and long-term goals. The firm prides itself on a client-centric approach, prioritizing clear communication, insightful advice, and a genuine commitment to building lasting relationships.

Location and Contact Information

The firm’s physical address is: Lynch Lane Offices, Lynch Ln, Weymouth DT4 9DN, United Kingdom. For immediate contact, you can reach them directly at 1305831755. Their website, chesilfinancialplanning.co.uk, provides detailed information about their services and team.

Specializations and Services Offered

Chesil Financial Planning specializes in a wide range of financial services, including:

• Financial Planning: Developing tailored strategies to meet individual financial needs.
• Financial Consulting: Providing expert guidance on complex financial matters.
• Investment Services: Assisting clients in building and managing investment portfolios.
• Mortgage Lending: Offering support and advice throughout the mortgage application process.

Key Features and Values

What sets Chesil Financial Planning apart is their dedication to creating a supportive and understanding environment. They are a women-owned business, reflecting a commitment to inclusivity. Clients can enjoy the convenience of online appointments and benefit from on-site services. The office facilities are designed with client comfort in mind, offering amenities such as a toilet. Furthermore, the firm actively fosters a welcoming atmosphere, identifying as LGBTQ+ friendly and a transgender safe space, demonstrating a strong commitment to diversity and respect.

Client Feedback and Reputation

Chesil Financial Planning currently has six reviews on Google My Business, all receiving an impressive average rating of 5/5. These reviews consistently highlight the firm’s responsiveness, patience, and ability to provide fair and considered advice – suggesting a team that truly prioritizes the client experience. There’s a clear emphasis on taking the time to thoroughly address client questions and concerns, fostering a sense of trust and confidence.

Recommended Actions

For anyone seeking a professional and trustworthy financial advisor in Weymouth, Chesil Financial Planning – Financial Advisers Weymouth is a strong recommendation. Their combined expertise, client-focused approach, and commitment to inclusivity make them a valuable partner in navigating the complexities of personal finance. We strongly encourage you to visit their website at chesilfinancialplanning.co.uk to schedule an initial consultation and discuss your specific financial goals.

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👍 Reviews of Chesil Financial Planning - Financial Advisers Weymouth

D R.

5/5

Kirsty is both informative and very helpful and goes the extra mile to help with any technical queries. She is always able to give fair considered advice and i would highly recommend her. Also she is never rushed and very patient. 5 stars from me!

Jessica B.

5/5

It’s always a pleasure speaking with Kirsty! Putting customers first, giving clear and knowledgeable advice alongside her friendly manner is something hard to come by. I would highly recommend Kirsty for any of your financial planning needs.

Andy F.

5/5

I would not hesitate to recommend Chesil Financial Planning. Kirsty is fantastic and goes above and beyond with her advice and communications. Our whole family uses Chesil and they look after us very well.

DENISE T.

5/5

Kirsty showed great care and attention in helping me arrange an ISA for my granddaughter and also swapping my pension. Her knowledge is outstanding and I would highly recommend her to anyone that needs help with financial planning.

Chris P.

5/5

Professional, friendly and flexible. Kirsty went above and beyond to help with my pension. Offering flexible appointment times and even offered to come to my address. Highly recommend her services

Deborah E.

5/5

Absolutely outstanding service, nothing too much trouble and would highly recommend