CG Financial Consultancy - Stourbridge

Introduction to CG Financial Consultancy

CG Financial Consultancy is a dedicated financial planning firm committed to providing tailored financial advice and support to individuals and families. Situated in Stourbridge, West Midlands, the consultancy operates from its address at 19 Stourton Cres, Stourton, Stourbridge DY7 6RR, United Kingdom. Clients can readily contact them via telephone at 7825639410. Their website, partnership.sjp.co.uk, serves as a valuable resource for prospective clients, offering insights into their services and approach. Currently, CG Financial Consultancy maintains 0 reviews on Google My Business, reflecting a nascent presence and an opportunity for clients to share their experiences.

Key Features and Services: The consultancy specializes in comprehensive financial planning, assisting clients in achieving their short-term and long-term financial goals. They focus on building secure futures, managing investments, and planning for retirement. Their services encompass a wide range of areas, including:

• Pension Planning: Helping clients maximize their pension savings and understand their options.
• Investment Management: Providing tailored investment strategies based on individual risk profiles and financial objectives.
• Retirement Planning: Developing detailed retirement plans to ensure financial security in later life.
• Tax Planning: Offering strategies to minimize tax liabilities and optimize financial efficiency.
• Estate Planning: Assisting clients with planning for the distribution of their assets upon death.
• Financial Reviews: Conducting regular reviews of clients’ financial situations to ensure plans remain aligned with their goals.

Location and Accessibility

CG Financial Consultancy’s physical location at 19 Stourton Cres, Stourton, Stourbridge DY7 6RR, United Kingdom, is strategically chosen to serve clients in the local area and beyond. The office is designed with accessibility in mind, offering a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site, demonstrating a commitment to inclusivity and catering to the diverse needs of its clientele. Appointments are recommended to ensure sufficient time for personalized consultations, allowing the financial advisors to fully understand each client’s unique circumstances. The consultancy also provides a standard toilet facility for all visitors.

Operational Details and Recommendations

To ensure a smooth and productive visit, it is strongly recommended that clients schedule an appointment in advance. This allows the financial advisors to prepare thoroughly for the consultation and dedicate the necessary time to address all client inquiries and concerns. The consultancy maintains a professional and client-focused environment, prioritizing clear communication and building strong, trusting relationships.

Client Feedback and Reputation

As previously noted, CG Financial Consultancy currently has no publicly available reviews on Google My Business. This lack of existing feedback doesn't necessarily reflect the quality of service provided, but rather the relatively recent establishment of the consultancy’s online presence. The average opinion, currently 0/5, underscores this point. However, the consultancy is actively seeking client testimonials and encouraging satisfied clients to share their experiences to build a positive reputation. The team is dedicated to providing exceptional service and strives to exceed client expectations.

About the Lead Advisor – Chris Gledhill

The consultancy is led by Chris Gledhill, a seasoned professional with a strong background in financial services. His expertise and commitment contribute significantly to the firm’s success. He leverages his experience to deliver tailored solutions to a diverse range of clients. His approach is characterized by a combination of strategic thinking and a genuine understanding of individual client needs.

Contact Information Summary

Here’s a summary of the key contact details for CG Financial Consultancy:

• Address: 19 Stourton Cres, Stourton, Stourbridge DY7 6RR, United Kingdom
• Phone: 7825639410
• Website: partnership.sjp.co.uk

CG Financial Consultancy aims to be a trusted partner in helping individuals and families achieve their financial aspirations. With a commitment to personalized service and expert advice, they are well-positioned to meet the evolving needs of their clientele. The accessible facilities and recommended appointment scheduling further enhance the client experience.

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