Finesse Financial Planning Ltd - Walton-on-Thames

Okay, here’s a comprehensive overview of Finesse Financial Planning Ltd, crafted with a formal and approachable tone, suitable for someone seeking financial planning services:

Introduction to Finesse Financial Planning Ltd

Finesse Financial Planning Ltd is a dedicated financial planner based in Walton-on-Thames, United Kingdom. The company operates from its address at House 44, Finesse Financial Planning Ltd, TR24 at Enterprise, 47 Terrace Rd, Walton-on-Thames KT12 2SD. Clients can readily contact them via telephone at 7957750989. For more detailed information and to explore their services, visitors can access their website at finessefinancialplanning.co.uk. Furthermore, a restroom is available for client comfort.

Company Overview and Specialties

Finesse Financial Planning Ltd specializes exclusively in providing tailored financial planning solutions. They understand that each client's circumstances and goals are unique. Their approach focuses on creating comprehensive and understandable plans that address a wide range of financial needs. They’re committed to helping individuals and families achieve their long-term financial security. The company’s core competency lies in providing strategic guidance, assessment, and advice across various areas, from retirement planning to investment strategies and ensuring a robust financial foundation.

Location and Contact Information

The company’s physical location at 47 Terrace Rd, Walton-on-Thames KT12 2SD, provides a professional and accessible environment for client consultations. This location is easily found and offers convenience for those residing in the Surrey area. Maintaining clear communication is paramount, and the dedicated phone line – 7957750989 – ensures prompt responses to inquiries and facilitates scheduling appointments. The company's website, finessefinancialplanning.co.uk, offers a wealth of information, including service details, frequently asked questions, and contact forms.

Client Feedback and Reputation

Finesse Financial Planning Ltd has garnered positive feedback within its client base. Based on available reviews, the company consistently receives high praise for its thoroughness, clarity, and dedication to client well-being. The average opinion rating of 4.7/5 on Google My Business reflects a strong commitment to client satisfaction. It is clear that the team prioritizes understanding client needs and translating complex financial concepts into accessible strategies. Specifically, clients appreciate the personalized attention and the ability to develop a clear, actionable plan for their future.

Key Takeaways & Recommendation

In essence, Finesse Financial Planning Ltd provides a dependable and knowledgeable service. They excel at simplifying complex financial matters, offering customized strategies and fostering a secure financial future for their clients. Their accessible location, coupled with readily available contact information, makes them a convenient option for those seeking professional financial guidance. We strongly recommend exploring their website at finessefinancialplanning.co.uk to schedule a consultation and discuss your specific financial goals. Let Finesse Financial Planning Ltd help you build a brighter financial future.

👍 Reviews of Finesse Financial Planning Ltd

Dawn D.

5/5

Catherine is amazing. She worked through a stack of paperwork for us, assessed and advised on a number of options suitable for us, and important things we needed to do, and then provided us with an easy to understand plan for our future. She got our finances in order and assisted us getting to a more secure position for our futures. I would highly recommend Finesse Financial Planning.

Murray N.

5/5

Catherine has been my financial advisor for a number of years. Her guidance has ensured that I am in a healthy financial position and able to take on the future with confidence.
I wholeheartedly recommend Catherine for her willingness to steer you through the confusing journey of personal finance knowing that I was being looked after along the way.
Thank you Catherine, for all the hard work.

newhorizons2travel

4/5

Catherine and the team have been very professional. By responding quickly and effectively to any need Catherine has helped resolve possible problems before they become real issues.