Cornerstone Financial Planning Ltd - Ormskirk

Address: 11 Liverpool Rd N, Burscough, Ormskirk L40 5TN, United Kingdom.
Phone: 1704896488.
Website: cornerstonecfp.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

Location of Cornerstone Financial Planning Ltd

1704896488

Cornerstone Financial Planning Ltd is a financial planning firm located at Address: 11 Liverpool Rd N, Burscough, Ormskirk L40 5TN, United Kingdom. They can be reached at Phone: 1704896488 or through their website Website: cornerstonecfp.co.uk.

This company specializes in providing Financial planner services. They have a wheelchair accessible entrance, parking lot, and restroom, making it easy for people with mobility issues to visit. An appointment is required to ensure that the staff can provide the necessary attention and time to each client.

Cornerstone Financial Planning Ltd has received positive feedback from their clients, with a Average opinion: 5/5 rating based on 13 reviews on Google My Business. Here are some points of interest that past clients have highlighted:

Expertise in financial planning
Personalized attention and service
Clear and concise communication
Easy to schedule appointments
* Accessible facilities

If you are looking for a financial planning firm that can help you manage your finances, Cornerstone Financial Planning Ltd is an excellent choice. Their team of experts can provide you with the guidance and support you need to make informed decisions about your financial future.

Their website offers a wealth of information about their services, team, and approach to financial planning. You can learn more about what sets them apart from other firms and how they can help you achieve your financial goals.

Reviews of Cornerstone Financial Planning Ltd

Cornerstone Financial Planning Ltd - Ormskirk

Tim Edwards

5/5

Chris has been our Financial Advisor for nearly 8 years. The advice and guidance he has given has been invaluable especially since my wife and I both retired 6 years ago. He is a highly professional operator and has our complete trust on every level of financial planning. We have regular meetings and discuss / review our financial plans with him. Knowing that we have Chris guiding us is a source of great comfort. We would recommend him and Cornerstone Financial Planning to anyone

Margaret Johnson

5/5

Chris Whitehead IFA, Cornerstone Financial Planning, was highly recommended to us. Since initially contacting Chris we were treated with respect and our attitude to investing was explored and agreed where the necessary investments would be made. During our yearly investment reviews, Chris fully discusses our options and relevant variables in a language that is uncomplicated. We have been very impressed with his professionalism and approachability shown by Chris; plus flexible with his time.

Chris has been our IFA for several years and we have received excellent service, plus the fees are really reasonable compared to the big firms. With the stock market turbulence over the years, our investments remain buoyant.

We have and will continue to recommend Chris for family and friends.

Anne Oldhams

5/5

Chris was recommended to me by a good friend. I contacted him for advice with regards to my finances & he was extremely helpful & honest with his advice to me. He is a true professional & his expertise in Financial Management was clearly evident. I trust Chris completely & have every confidence in his ability to help me with all aspects of my finances. I recommend him without hesitation.

Margaret Wilkinson

5/5

Chris was recommended to me by a friend and has managed my financial affairs since 2018. He is always very professional, knowledgeable and friendly in his approach to managing my finances. I am very happy with the service he provides and would have no hesitation in recommending him to others.

Doug Taylor

5/5

We have known Countrywide and Chris Whiteside for a little over four years. We have found Countrywide to be a thoroughly professional company. They have always been prompt and knowledgeable in their dealings with us. Chris is friendly and efficient. Our dealings have been in connection with our pensions, investments and wills. He is insightful of our needs and has always recommended products which have turned out to be what my wife and I needed. If we have any questions throughout the year we can email or phone him, and he deals with our queries promptly. We are very happy to recommend him.

Chris Summers

5/5

Chris has been our financial Advisor for three years now and we have found his advice very useful. He is friendly, extremely knowledgeable, very professional and explains everything clearly. I don't hesitate to recommend him.

Ruth Shields

5/5

Chris has been my financial adviser for the past 4 years. During this time I have found him to be a man who works with wisdom and integrity. He has an all encompassing knowledge pertaining to financial services, be it pensions, savings or investments. I would highly recommend him to anyone without any hesitation

David Ashworth

5/5

I recently used Chris at Countrywide to review my existing pension provisions and to plan my future income.

His expertise and knowledge is first class and would have no hesitation in recommending Chris to my family and friends.

Thank you Chris