Burt Financial Planning Ltd - Haddington

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Burt Financial Planning Ltd: A Trusted Financial Planning Service

For individuals and families seeking expert financial planning guidance, Burt Financial Planning Ltd stands out as a reliable and client-focused service provider. Based in Haddington, Scotland, the company offers a personalized approach to help clients achieve their long-term financial goals. Burt Financial Planning Ltd is committed to providing comprehensive and tailored advice, ensuring clients feel confident and secure about their financial future.

Location and Contact Information: Burt Financial Planning Ltd is strategically located at 36 Market St, Haddington EH41 3JE, United Kingdom. They can be easily reached by phone at 1620282150. You can also explore their services and learn more on their website: burtfinancialplanning.co.uk.

Specializations and Services: The company specializes in providing a wide range of financial planning services, including:

• Retirement Planning
• Investment Management
• Pension Planning
• Estate Planning
• Tax Planning

Accessibility and Amenities: Burt Financial Planning Ltd recognizes the importance of inclusivity. The office is designed with accessibility in mind and offers the following features:

• Wheelchair-Accessible Car Park
• Wheelchair-Accessible Seating
• Wheelchair-Accessible Toilet
• Assistive Hearing Loop

Client Feedback & Reputation: Burt Financial Planning Ltd has garnered excellent feedback from its clients. Currently, they have 1 review on Google My Business, all receiving a remarkable 5/5 average opinion. This demonstrates their commitment to providing high-quality service and building strong client relationships. Clients consistently praise their professional advice, approachable demeanor, and dedication to understanding individual needs.

Key Features & Benefits:

• Online Appointments: Clients can schedule convenient appointments remotely, saving time and effort.
• On-Site Services: For those who prefer face-to-face consultations, Burt Financial Planning Ltd offers comprehensive services at their Haddington location.

Further Information: For a more detailed understanding of Burt Financial Planning Ltd's services and approach, we encourage you to visit their website: burtfinancialplanning.co.uk. You’ll find detailed information about their team, services offered, and client testimonials.

Recommendation: If you’re seeking a trustworthy and knowledgeable financial planner to help you navigate your financial journey, Burt Financial Planning Ltd is an excellent choice. We highly recommend visiting their website today to schedule a consultation and discuss how they can assist you in achieving your financial goals. Don't hesitate to contact them at 1620282150.

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👍 Reviews of Burt Financial Planning Ltd

Mike S. (. S. S.

5/5

I recently had the pleasure of working with Connel Burt at Burt Financial Planning to set up my pension, and I can confidently say the experience exceeded all my expectations. From our initial conversation to the final setup, Connel demonstrated an exceptional level of professionalism, knowledge, and customer service that made the entire process seamless and stress-free.

One of the things I really appreciated was Connel’s commitment to making the process as convenient as possible for me. Rather than asking me to visit his office, he made the effort to come to my premises, which I thought was a fantastic touch. This level of service showed his dedication to putting clients first and ensuring everything was as easy and hassle-free as possible.

What truly set Connel apart was his ability to explain complex financial matters in a clear and concise way. Pensions can often feel overwhelming, but he took the time to break everything down into simple, easy to understand terms, ensuring I fully grasped my options and felt confident in my decisions.

Beyond his expertise, Connel was incredibly personable and approachable. He made me feel valued as a client, and I never felt like just another number. His attention to detail and tailored approach meant that he didn’t just set up a pension for me, he crafted a plan that aligned perfectly with my financial goals and future aspirations.

I can’t recommend Connel highly enough for anyone looking for financial advice, particularly regarding pensions. His dedication, transparency, and customer first attitude make him a standout in his field. If you’re looking for someone who truly cares about securing your financial future, Connel Burt at Burt Financial Planning is the person to trust.