Falco Financial Planning Ltd - Cowbridge

Okay, here’s a comprehensive overview of Falco Financial Planning Ltd, presented in a formal and approachable style, suitable for someone seeking financial advice:

Falco Financial Planning Ltd: A Trusted Partner for Your Financial Future

Falco Financial Planning Ltd is a respected financial planner based in the United Kingdom, dedicated to providing tailored and comprehensive financial guidance to individuals. The company operates from its offices located at 1st Floor Graig Offices 53, Eastgate, Cowbridge CF71 7EL, United Kingdom. Prospective clients can easily reach them by phone at 1446679809. For more detailed information and to explore their services, you can visit their website at falcofinancial.co.uk.

About Falco Financial Planning

Falco Financial Planning specializes in assisting clients with a wide range of financial needs. They focus on developing personalized strategies to help individuals achieve their long-term financial goals. Their approach centers around building strong, trusting relationships with their clients, ensuring they fully understand their circumstances and aspirations. They offer advice and support across several key areas, including pension planning, Individual Savings Accounts (ISAs), and life insurance. The company prides itself on its ability to deliver clear, understandable advice and to proactively manage client portfolios to optimize returns and mitigate risk. It's clear, from client feedback, that they prioritize a deep understanding of each individual’s unique situation.

Location and Accessibility

The company’s physical address is strategically located in Cowbridge, Wales, at 1st Floor Graig Offices 53, Eastgate, CF71 7EL. Falco Financial Planning is committed to providing an accessible experience for all clients. The premises include a wheelchair accessible parking lot and a wheelchair accessible restroom, demonstrating a dedication to inclusivity. Furthermore, they offer a gender-neutral restroom, reflecting a commitment to a welcoming environment for everyone.

Client Feedback and Reputation

Falco Financial Planning boasts an impressive reputation, reflected in the overwhelmingly positive feedback received on Google My Business, with a remarkable average opinion of 5/5 across 8 reviews. These reviews consistently highlight the quality of the advice, the responsiveness of the advisors, and the overall peace of mind clients experience knowing their finances are in capable hands. It appears that clients value the consistent availability of their advisor and the dedication to finding solutions perfectly suited to their specific requirements. The feedback suggests a strong emphasis on client education and a proactive approach to financial management.

Key Contact Information

Address: 1st Floor Graig Offices 53, Eastgate, Cowbridge CF71 7EL, United Kingdom
Phone: 1446679809
* Website: falcofinancial.co.uk

👍 Reviews of Falco Financial Planning Ltd

Paula M.

5/5

I have been relying on Falco for financial advice for several years (Pension, ISAs, life insurance etc.) and I'm very happy with their service. I can always get hold of my adviser if I have a question and find his level of knowledge, way of communicating and the effort he puts into ensuring he finds the right solutions for my particular needs really reassuring. I've recommended Falco to several friends and colleagues as a result and I'll continue to do so. I feel like my pension is in safe hands and I'm enjoying watching it grow much faster than it did before I used Falco.

Dan S.

5/5

Matt reviewed my financial goals with me recently and helped me realise what steps I needed to take to reach them. His advice was professional and rounded (taking into account all my circumstances) and we agreed on a strategy going forward which he has implemented on my behalf. I've been very pleased with the work he has undertaken for me and would happily recommend his services to others.

Fraser O.

5/5

I have worked with Matthew at Falco for the past year and I have to say I am really pleased with the plan that we have developed together. Falco have been able to help me with my pension, my savings, my business savings and advise on the best means to acquire our new office. The full 360°
Thanks.

Tom B.

5/5

This company led by Matt is world-class. Matt is responsive, attentive and always has my well being and personal goals in mind. I couldn't be happier with the service and the advice.

Nia B.

5/5

As always, considered timely, knowledgeable and responsive service which instills complete trust . Highly recommend Matthew o Falco Financial Planning

Gavin H.

5/5

Great service from Matt. He’s been looking after me for over 5 years. And has never disappointed. He always goes above and beyond to help.

Luis G.

5/5

World class....defo recommend

Dennis K.

5/5