Cloisters Financial Management Limited - Leicester

When considering financial services in the Leicester area, Cloisters Financial Management Limited emerges as a noteworthy entity. This financial advisory firm operates from a dedicated office space designed to provide professional guidance to clients seeking financial planning expertise.

Overview of Cloisters Financial Management Limited

Cloisters Financial Management Limited stands as a financial advisory service provider operating within the United Kingdom. Their core business revolves around offering comprehensive financial planning tailored to individual client needs. The company's presence signifies a commitment to providing accessible financial advice to residents and potentially businesses in the Leicester region.

Founded and managed by experienced professionals in the financial sector, Cloisters Financial Management Limited positions itself as a reliable partner for individuals navigating complex financial decisions. Their approach likely emphasizes personalized service, leveraging market knowledge to create bespoke financial strategies that align with each client's unique circumstances, goals, and risk tolerance.

Services and Specialties

At the heart of Cloisters Financial Management Limited's offerings lies their primary expertise: acting as a Financial Planner. This service encompasses a wide range of activities aimed at helping clients achieve their financial objectives through strategic planning, investment advice, and ongoing management.

Financial Planning Services

As a financial planner, Cloisters Financial Management Limited likely assists clients in mapping out their financial future. This involves:

• Conducting thorough financial assessments to understand the client's current situation, including income, assets, liabilities, and expenditure patterns.

• Setting clear, achievable financial goals based on the client's aspirations, risk appetite, and time horizon.

• Developing customized strategies that might include savings plans, investment portfolios, retirement planning, tax-efficient strategies, and estate succession planning.

• Providing ongoing monitoring and adjustment of financial plans as circumstances change.

While their primary listing identifies them specifically as a 'Financial planner', it's possible they also offer related services like pension advice, mortgage guidance, or protection planning, although these aren't explicitly mentioned in their initial data.

Location Information

Cloisters Financial Management Limited operates from a professional office environment located at 22 Raine Wy, Oadby, Leicester LE2 4UB. This address places their physical presence firmly within the Leicester postal area, specifically in the Oadby district.

Oadby is a desirable location in Leicester, offering good accessibility and proximity to various parts of the city. The office location is likely chosen for its convenience to clients within the Leicester area and surrounding regions. Potential clients might find this location advantageous for face-to-face meetings, should they prefer in-person consultations alongside remote advice.

Contact Information

For those seeking to engage with Cloisters Financial Management Limited or inquire about their services, direct contact can be established through their provided telephone number: +44 1162719888. This direct line allows for immediate communication regarding financial planning inquiries, appointment scheduling, or general information requests.

Accessibility Features

Demonstrating a commitment to inclusivity, Cloisters Financial Management Limited has implemented accessibility features for clients with mobility challenges:

• A wheelchair-accessible car park is available, ensuring that clients with disabilities can access the premises conveniently.

• The premises include a wheelchair-accessible toilet, catering specifically to the needs of clients or visitors who may require such facilities during their visit.

• Standard toilet facilities are also available for general use.

These features suggest that the company aims to provide a welcoming and accommodating environment for all clients, regardless of physical ability.

Online Presence and Digital Engagement

Currently, the specific website address for Cloisters Financial Management Limited is not provided in the available information. This absence means potential clients would primarily rely on alternative channels for detailed information or to schedule appointments.

In the digital age, a company website typically serves as a central hub for services offered, client testimonials, downloadable resources, and online contact forms. The lack of a listed website might direct interested individuals towards contacting them via phone or visiting in person first.

It's advisable for potential clients to consider whether the absence of a listed website might impact their ability to gather preliminary information online. However, they can still reach out via the provided telephone number to request further details or explore the services offered.

Client Feedback and Reputation

At present, Cloisters Financial Management Limited does not appear to have any reviews posted on Google My Business. This lack of online reviews means there is no public feedback available regarding their service quality, responsiveness, or client satisfaction levels.

Accordingly, the average rating on Google My Business stands at 0/5, reflecting the absence of any user feedback. For potential clients, this means relying on indirect sources of information, such as recommendations, personal research, or direct inquiries before deciding to engage their services.

Conclusion and Recommendations

For individuals in the Leicester area or beyond seeking professional financial guidance, Cloisters Financial Management Limited presents itself as a local option specializing in financial planning. Their Leicester base suggests a focus on serving clients within commuting distance or the local community.

When considering engagement with Cloisters Financial Management Limited, potential clients should:

• Initiate contact via the provided telephone number to discuss their specific financial needs and determine if their services align with professional requirements.

• Schedule an initial consultation to gain deeper insights into their approach, methodologies, and fee structures.

• Discuss any specific financial goals, concerns, and investment preferences to understand how the planner can tailor services accordingly.

• Consider arranging a visit if face-to-face interaction is preferred, taking advantage of their accessible facilities.

• Prioritize building a clear understanding of any associated fees, charges for advice, and the scope of the financial planning services provided.

• Explore if additional information might be available despite the lack of a listed website, perhaps through direct follow-up queries.

While the absence of reviews and an online presence requires careful consideration, the company's focus on accessibility and their specialization in financial planning offer a foundation for potentially valuable professional guidance for those seeking help with their financial future.