Rise Financial Planning - Stockport

Rise Financial Planning

Rise Financial Planning is a reputable financial advisory firm located at 14 Hazel St, Hazel Grove, Stockport SK7 4JR, United Kingdom. They are dedicated to providing personalized financial planning solutions to help their clients achieve their long-term financial goals.

Specialties: Financial advisor

The team at Rise Financial Planning takes a comprehensive approach to financial planning, considering various aspects such as investments, retirement planning, tax planning, and risk management. They work closely with their clients to understand their unique financial situations and develop tailored strategies to meet their specific needs.

Location: 14 Hazel St, Hazel Grove, Stockport SK7 4JR, United Kingdom

Contact Information:

• Phone: 1615154589
• Website: risefp.co.uk

Reviews: This company has received 20 reviews on Google My Business, with an impressive average rating of 5/5. Clients have praised Rise Financial Planning for their professionalism, expertise, and personalized service.

For individuals seeking a reliable and knowledgeable financial advisor, Rise Financial Planning offers a comprehensive range of services designed to help clients achieve financial stability and growth. With their commitment to personalized service and expertise in financial planning, they are well-positioned to assist clients in navigating the complexities of personal finance.

👍 Reviews of Rise Financial Planning

Rodney R.

5/5

Luke worked through my current position in relation to inheritance tax and the proposed changes to the way pensions are going to be treated in the coming years. Although no perfect answer exists to pay the same amount of tax as we would have done under the last government I now better understand what I need to do to protect my family's interests.
We've also explored my attitude to risk and how I may want to adjust this as I close in on retirement.
Luke is professional, friendly and very good at what he does with extensive knowledge of all aspects of personal financial planning be that for there here and now or the distant future.

Ben H.

5/5

Luke has been recommended to me by a friend and I contacted him when my family started growing to see what my options were and how my finances can be organised better to suit my family's changing needs. Luke provided excellent advice around things like life insurance and critical illness cover and helped me choose policies that best suited my needs and budget. He also helped me gain an understanding on the benefits of consolidating my pensions and investments and understanding my attitude to risk.

Ben G.

5/5

Luke offered comprehensive advice on family protection. His professionalism and care were outstanding and having insurance in place has really given us peace of mind. I would recommend speaking to Luke if you are looking for help with your finances.

Gillian H.

5/5

Luke responded to my financial queries in a timely fashion with all the options available to me thus allowing me to make what I feel have been sound decisions regarding my financial future. I have no hesitation in using his services going forward and would definitely recommend him to others.

Ian A.

5/5

I've known Luke for a number of years now and he is an advisor that I trust- he has been honest, reliable and has always had by best interests at heart. Luke helped me organise my pension and investment portfolio so it's easier to access and manage.

David F.

5/5

I am incredibly pleased with the service I received from Luke. He was attentive and took the time to explain the different parts of his advice which has helped me to feel in control of my finances. Luke also advised my wife on how best to manage her pensions, and she now much happier about her retirement plans.

Yameen E.

5/5

I've never had a financial advisor before, this was my first time seeking such a service. Luke made me feel comfortable speaking about my finances and he explained everything in a way I could understand. His recommendations made sense to me and included all of my circumstances. I would highly recommend his services.

Ali Z.

5/5

I contacted Rise Financial Planning because I needed guidance on my finances and I wasn't sure if what I had in place is suitable and beneficial long term. I had an initial discussion with Luke which was free and there was no obligation to proceed. I told him about my situation and we ended up having quite a long meeting. Luke told me how the advice process works and how he can help me. We had quite a few meetings now and Luke helped me set goals and manage my finances in a way that will help me achieve them, his advice has been spot on.