KGL Financial Planning - Bromyard

Overview of KGL Financial Planning

KGL Financial Planning stands out as a reliable financial advisory service, located at 10 Dry Thistle Cl, Bromyard HR7 4UE, United Kingdom. This firm offers tailored financial planning services, ensuring that clients receive personalized advice to meet their unique financial goals. With a dedicated office at 10 Dry Thistle Cl and a commitment to accessibility, KGL Financial Planning is designed to accommodate the needs of all customers, including those with mobility issues. The address includes features like a wheelchair-accessible entrance, parking lot, and restrooms, making their services inclusive and comfortable for everyone.

Contact Information

For those looking to reach out, KGL Financial Planning can be contacted via telephone at 7474136558. They also have a professional online presence with a website at partnership.sjp.co.uk, where potential clients can find more details about their services and schedule consultations.

Specialties and Services

KGL Financial Planning specializes in offering Financial Planning services. Their Financial Planner, Karl Long, is highly esteemed for his diligence, honesty, and exceptional ability to demystify complex financial concepts. His approach is customer-focused and centered around the client's needs, ensuring a supportive and guided experience. Services likely include retirement planning, investment advice, tax strategy, and more, all designed to help individuals and families secure their financial futures.

Accessibility and Facilities

The office at KGL Financial Planning is not just professionally equipped but also thoughtfully accessible. Features like a wheelchair-accessible entrance, parking, and restrooms demonstrate their commitment to inclusivity. This makes it convenient and welcoming for everyone to seek financial guidance.

Client Opinions and Reviews

The service provided by KGL Financial Planning has garnered significant praise, with an impressive average rating of 5/5 based on 34 reviews on Google My Business. Clients consistently highlight Karl Long’s professionalism, honesty, and exceptional communication skills. Many have expressed their confidence in his ability to provide clear, understandable advice on financial planning matters. This feedback underscores the company’s dedication to building trust and delivering value to its clients.

Recommendation

For anyone in need of financial guidance, KGL Financial Planning is a standout choice. Their approachable expertise and commitment to customer satisfaction make them a trusted partner in your financial journey. To learn more or to schedule a consultation, visiting their website at partnership.sjp.co.uk is highly recommended. Don’t hesitate to take the first step towards securing your financial future – contact KGL Financial Planning today.

This structured response highlights the key aspects of KGL Financial Planning, emphasizing its specialties, accessibility, and the high regard in which it is held by its clients, all while providing a clear call to action for potential clients.

👍 Reviews of KGL Financial Planning

Chandan B.

5/5

Karl is somebody I have met through networking. I have found him to be diligent, honest, incredibly helpful and excellent at explaining financial planning matters in an easy to understand manner.
He is also very respectful and does not try to hard sell...he's customer focussed and customer led.

I would have no hesitation in recommending him to anybody that needs financial support.

stacey B. B.

5/5

Karl is a fantastic all round financial planner and highly recommend. Its great to see/hear his passion in helping people and has all the knowledge and more that we need in lots of areas from personal finances and our businesses or getting the right life insurance and protection too. We know we can rely on Karl and he's only a phone call away if I need more help with anything . Wouldn't go to anyone else !

Lynne T. -. T. B. B.

5/5

Karl makes everything so easy to understand and avoids all the usual jargon that can be confusing to a lay person. He is extremely knowledgeable and friendly and presents information in a clear and professional manner. I would thoroughly recommend speaking to Karl for mortgage, pension or investment advice.

Lloyd H.

5/5

Karl is fantastic!! Met him at a networking event, very friendly, helpful and all round nice guy. Very knowledgeable and has sorted not only a mortgage, but my personal finances also. Highly recommend, go and talk to Karl about your financial situation!!!

Neil C.

5/5

I network a lot, and speak with many financial advisers. The main thing I learnt when Karl spoke to me was that he really does care for his clients and strives to do the best he can for them. This is a quality I believe is really important when you a choosing a financial adviser so Karl Long is someone you should consider.

Jamer 1.

5/5

Karl came into the school I work at and put on some financial work shops for our pupils aged from year 3-6. These workshops were very informative and engaging which got all of our pupils involved and really taking a keen interest. Would highly recommend!!

Chris D.

5/5

I found Karl through an online search for a local (to me) Financial Planning Advisor. After our initial contact via email he visited me at my home. He is professional, knowledgeable and helpful, and did not try to hard sell me anything. He took time to answer my questions and explain how things worked to my satisfaction. It turned out my affairs are in order right now so I didn't need anything further in terms of products or advice. However as and when my situation changes I will be in touch with him I'm sure. Highly recommended.

Julia W.

5/5

I highly recommend KGL Planning if you require financial advice. Karl is extremely thorough and takes time to get to know his clients and understand their circumstances and future plans. Karl explains things in detail and goes the extra mile.