FTA Financial & Wealth Management Ltd - Bournemouth

FTA Financial & Wealth Management Ltd es una empresa de asesoramiento financiero con sede en Bournemouth, Reino Unido. La empresa se encuentra ubicada en Address: 67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom. y puede ser contactada por teléfono en 3300535745 o a través de su sitio web en fta-fwm.com.

La empresa ofrece servicios de asesoramiento financiero, lo que incluye planificación financiera. Los especialistas de la empresa trabajan con sus clientes para entender sus objetivos financieros y desarrollar planes personalizados para alcanzarlos.

FTA Financial & Wealth Management Ltd tiene una buena reputación en la comunidad. Tiene 8 reseñas en Google My Business, con una media de opinión de 5/5 estrellas. Los clientes elogian la atención personalizada y la profesionalidad de los asesores financieros de la empresa.

La empresa también tiene instalaciones accesibles para personas con discapacidad. El Wheelchair-accessible car park, Wheelchair-accessible entrance y Wheelchair-accessible toilet garantizan que los clientes con discapacidad puedan acceder fácilmente al edificio y realizar sus transacciones financieras sin problemas.

Además, se recomienda hacer una cita con anticipación para asegurarse de que los asesores financieros estén disponibles para asistir.

Características y servicios

• Asesoramiento financiero
• Planificación financiera
• Atención personalizada
• Profesionales con experiencia

Ubicación

FTA Financial & Wealth Management Ltd se encuentra ubicada en Address: 67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom. La ciudad de Bournemouth es un centro turístico popular en el Reino Unido, conocido por sus playas y paisajes naturales.

Información de contacto

Teléfono: 3300535745

Website: fta-fwm.com

Correo electrónico: (no disponible)

Horarios de atención: (no disponibles)

Apoyo en inglés: Sí

Apoyo en español: No

👍 Reviews of FTA Financial & Wealth Management Ltd

Andy B.

5/5

Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of portfolios we required extra forms to complete all the information gathering. Since then Adam has rationalised these into a more manageable state.
I work in the regulated industry and recently was the subject of an internal audit, Adam and the team rallied to support the long, complex and demanding process.
I can't praise the team enough for their outstanding work, so I thought I'd publicly say here how much I value the work they do.

Simon B.

5/5

Adam has looked after my financial affairs since I sold my dental practice four years ago .
I have always found him thoroughly professional ,independent ,quick to respond ,efficient and very likeable . Building a personal trusting relationship with your financial advisor with regular face to face meetings is so important and in this regard Adam comes up trumps I cannot recommended Adam and his colleagues at FTA highly enough.

Mike W.

5/5

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

Koray F.

5/5

Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..
Dr Koray Feran BDS MSc FDSRCS
Clinical Director LCIAD Ltd

AME E.

5/5

I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!

john S.

5/5

I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.

David W.

5/5

Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

Tim J.

5/5

I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.