Andrew Orr Financial Services - Kilmarnock

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Andrew Orr Financial Services: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Andrew Orr Financial Services presents itself as a dedicated provider. Located at Address: 23 Macnab Pl, Ayrshire, Kilmarnock KA3 7EH, United Kingdom, this firm specializes in offering tailored financial planning services. Contacting them is simple via Phone: 7881221788. While the company currently lacks reviews on Google My Business, indicating a nascent online presence, its foundational services warrant consideration for those in the Ayrshire region seeking professional financial support.

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About Andrew Orr Financial Services

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Andrew Orr Financial Services operates with a core philosophy centered on building long-term relationships with its clients. The firm’s approach emphasizes a deep understanding of each client’s unique circumstances, goals, and risk tolerance. This personalized strategy allows them to develop customized financial plans that address a wide range of needs, including retirement planning, investment management, estate planning, and insurance coverage. The firm likely focuses on providing a holistic view of a client's financial life, considering all aspects to ensure sustainable and effective planning. Financial planning isn’t simply about investment returns; it's about achieving peace of mind and realizing long-term aspirations.

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Location and Accessibility

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The physical location at 23 Macnab Pl in Ayrshire, Kilmarnock, is a key factor for local clients. Being situated within this community allows for face-to-face consultations and fosters a sense of trust and familiarity. The firm’s presence in Kilmarnock provides convenience for residents of the area. Furthermore, the facility is designed with accessibility in mind, boasting a wheelchair-accessible toilet, ensuring that individuals with mobility challenges can comfortably engage with their financial advisors. The availability of a toilet further enhances the overall visitor experience.

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Services Offered – Specializations

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While the firm’s core competency is defined as financial planning, the specific services offered likely extend beyond this primary designation. Here’s a breakdown of potential offerings:

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as savings, investments, and potential income sources.

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• Investment Management: Providing guidance on investment selection and portfolio management, aligning investments with clients’ financial goals and risk profiles.

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• Estate Planning: Assisting clients in creating wills, trusts, and other legal documents to ensure their assets are distributed according to their wishes.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to protect clients’ assets and loved ones.

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• Tax Planning: Offering strategies to minimize tax liabilities and maximize after-tax returns.

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It’s important to note that the breadth of services may be subject to change based on the firm’s evolving expertise and client demand. Direct communication with Andrew Orr Financial Services is recommended to confirm the precise scope of their offerings.

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Current Reputation and Feedback

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Currently, Andrew Orr Financial Services has 0 reviews on Google My Business, which suggests a relatively new or emerging service provider. The average opinion: 0/5 reflects this lack of established feedback and highlights the opportunity for the firm to actively cultivate a positive reputation through client testimonials and online engagement. Building a strong online presence is crucial for attracting new clients and demonstrating credibility within the financial services industry. The firm should prioritize soliciting client feedback and responding thoughtfully to any comments or concerns.

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Contact Information and Additional Points of Interest

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Phone: 7881221788 – For direct inquiries and consultations.\n

Address: 23 Macnab Pl, Ayrshire, Kilmarnock KA3 7EH, United Kingdom – The firm’s physical location for in-person meetings.

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Website: Currently, there is no website available. This represents a potential area for development and improvement, allowing the firm to showcase its services and provide valuable resources to prospective clients. A professional website would significantly enhance the firm's visibility and credibility.

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Other points of interest: Wheelchair-accessible toilet, Toilet – Demonstrating a commitment to inclusivity and accessibility.

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"summary": "Andrew Orr Financial Services is a local financial planning firm in Ayrshire, UK, offering personalized advice on retirement, investments, and estate planning. Currently with no online reviews, it presents an opportunity for growth and client testimonials.",
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