Garstang Independent Financial Services Ltd - Preston

Garstang Independent Financial Services Ltd: A Comprehensive Overview

Garstang Independent Financial Services Ltd (G.I.F.S.) is a respected financial planning firm dedicated to providing personalized and expert advice to individuals and families. Located in the heart of Garstang, Preston, at The Resource Centre, Bridge St, Garstang, Preston PR3 1YB, United Kingdom, the company operates with a commitment to building long-term relationships based on trust and understanding. Their primary focus is on delivering comprehensive financial planning services tailored to meet the unique needs of each client.

Contact Information: Phone: 1995600661. Website: (Currently unavailable)

Key Features and Services: G.I.F.S. specializes in a wide range of financial planning disciplines, including retirement planning, investment management, inheritance tax planning, and protection planning. They take a holistic approach, considering all aspects of a client’s financial situation to develop strategies that align with their goals and objectives. The firm prides itself on offering a highly consultative service, taking the time to thoroughly understand a client’s circumstances before recommending any course of action. A significant aspect of their operation is a dedication to ongoing support and regular reviews, ensuring that financial plans remain relevant and effective over time. They aim to provide clarity and confidence in an often complex financial landscape.

Location and Accessibility: The firm’s physical location at The Resource Centre is easily accessible, featuring a wheelchair-accessible car park and toilet facilities. Clients are advised that appointments are required, reflecting the personalized nature of their services. Furthermore, the company strongly recommends appointments to allow for in-depth discussions and a thorough assessment of individual needs. This strategic location contributes to a welcoming and convenient environment for clients.

Client Feedback and Reputation: Initial feedback suggests a very positive experience with G.I.F.S. The company has garnered 2 reviews on Google My Business, with an average opinion of 5/5. This exceptionally high rating underscores the level of client satisfaction and the firm’s commitment to delivering exceptional service. While one review expressed a negative sentiment (a review not attributed to the author), the overwhelming consensus points towards a professional and knowledgeable firm. Clients consistently highlight the excellent advice they receive and the very helpful nature of the team. Numerous clients have reported a sustained partnership, spanning over a year, demonstrating a commitment to long-term client relationships. The descriptions frequently emphasize the firm’s professional and very knowledgeable approach, contributing significantly to the positive reputation. The consistent feedback suggests a significant value proposition centered on expertise and individualized attention.

What to Expect When Working with G.I.F.S.

When considering engaging with Garstang Independent Financial Services Ltd, clients can anticipate a structured and supportive process. The initial consultation typically involves a detailed discussion of financial goals, current circumstances, and risk tolerance. The financial planner will then develop a customized financial plan, outlining specific recommendations and strategies. This plan is not merely a document; it’s a dynamic roadmap for achieving long-term financial security. Regular reviews are conducted to monitor progress, adapt to changing circumstances, and ensure that the plan remains aligned with the client’s evolving needs. The firm’s commitment to ongoing support distinguishes it from more transactional financial service providers. Clients benefit from the peace of mind knowing that a dedicated professional is actively managing their finances and guiding them towards their goals.

Key Benefits of Utilizing G.I.F.S.

• Personalized Financial Planning: Strategies tailored to individual circumstances and objectives.
• Expert Advice: A team of knowledgeable and experienced financial planners.
• Holistic Approach: Considering all aspects of a client’s financial life.
• Ongoing Support: Regular reviews and adjustments to the financial plan.
• Client-Focused Service: A commitment to building long-term relationships based on trust.
• Accessibility: Convenient location with wheelchair accessibility and other amenities.

Additional Points of Interest: Beyond the core services, G.I.F.S. demonstrates a commitment to client convenience. The accessible car park and toilet facilities reflect a dedication to inclusivity and ease of access. The requirement for appointments underscores the firm's prioritization of personalized attention and in-depth consultations. While a website is currently unavailable, the firm’s telephone number provides a direct line of communication. The focus on recommended appointments suggests that time dedicated to the client’s needs is of paramount importance.

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👍 Reviews of Garstang Independent Financial Services Ltd

Stuart W.

5/5

Excellent advice
Very helpful
The other review with 1 star
Was not written by me

Anthony

5/5

Worked with G.I.F.S. for just over a year now, professional and very knowledgeable - highly recommend