Little Green Owl Financial Planning Ltd - IFA - Droitwich

Little Green Owl Financial Planning Ltd - IFA is a financial consulting firm located in a convenient and accessible location at The Stables Business Centre, Walnut Tree House, Astwood Ln, Wychbold WR9 0BU, United Kingdom. The company can be easily reached via phone at 1905676331 or through their website littlegreenowlfp.co.uk.

As a financial consultant, planner, and investment service provider, Little Green Owl Financial Planning Ltd - IFA specializes in helping individuals and businesses make informed decisions about their financial futures. They offer a wide range of services, including retirement planning, investment management, and tax planning. With a focus on building long-term relationships with their clients, this women-owned firm takes a personalized approach to financial planning, tailoring their services to meet the unique needs and goals of each client.

One of the key features of Little Green Owl Financial Planning Ltd - IFA is their commitment to accessibility. The business center where they are located is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Additionally, they offer online appointments, making it easy for clients to schedule consultations from the comfort of their own homes.

Little Green Owl Financial Planning Ltd - IFA is also proud to be an LGBTQ+ friendly business, and they are dedicated to creating a welcoming and inclusive environment for all clients.

The company has received rave reviews from clients, with an average rating of 5/5 based on 8 reviews on Google My Business. Here are some of the things that clients have had to say about their experience with Little Green Owl Financial Planning Ltd - IFA:

I couldn't be happier with the service I received from Little Green Owl Financial Planning Ltd - IFA. They took the time to really understand my financial goals and provided me with a clear and actionable plan for achieving them.
The team at Little Green Owl Financial Planning Ltd - IFA is knowledgeable, professional, and easy to work with. I feel confident that my finances are in good hands with them.
* I highly recommend Little Green Owl Financial Planning Ltd - IFA to anyone looking for expert financial advice and guidance. They are truly a cut above the rest.

Overall, Little Green Owl Financial Planning Ltd - IFA is an excellent choice for anyone looking for personalized and professional financial planning services. With a commitment to accessibility, inclusivity, and exceptional client service, this women-owned firm is sure to exceed your expectations. Be sure to visit their website at littlegreenowlfp.co.uk to learn more and schedule an appointment today.

Reviews of Little Green Owl Financial Planning Ltd - IFA

Andrew Barnett

5/5

Andrew is incredibly helpful and helped arrange everything whilst patiently explaining each stage of the process, the inherent risks, and what could be got out of the investment. Communication has been excellent

Neil Fray

5/5

Andy Johnson has been my pension advisor for a number of years. Andy is highly knowledgeable, very supportive and an excellent guide through the challenges of retirement planning. Andy is very accessible, his advice is easy to understand and he is always available to answer my questions. I also find his annual reviews very thorough and important for my level of confidence in the advice I'm getting. I have recommended Andy to family and friends and would do so in the future.

Peter Johnson

5/5

We like Little Green Owl because it is headed by Andrew. The independent advice he gave us just before we retired was spot on. He put us at ease and listened to us and then comes up with a plan. There was no pressure from him. He is professional, honest and ethical to his core which is why we entrusted our financial retirement into his hands. We have never been disappointed in that decision. When we have needed to make contact he has been very quick to respond.
Nothing is ever too much trouble.
We would give more than five stars if we could.

John Bunch

5/5

Little Green Owl provides a financial planning service to anyone who needs
help to make decisions best suited to their needs. Although it has only been
in business a short while, one of it's co founders, Andy Johnson brings a wealth
of knowledge with his sound background of the financial industry.
It is with this judgement makes it easier to sleep at night.

Neil Fairburn

5/5

It's all I could have hoped for from a financial advisor and more. Easy to deal with and thorough. A financial advisor should help you make the right choices for your individual circumstances and Little Green Owl does just that. They should also help you to be better off as well as finacially secure and Little Green Owl has done exactly that for me - I am on track for a much more comfortable retirement than I ever thought possible. Unlike some, they are properly independent too. Highly recommended.

Colin Walker

5/5

We made an excellent choice and over the last five years we have benefitted our investments by good help and advice

Mark Brace

5/5

Excellent service Andrew spends time to explain all options and potential pit falls as well as benefits.

Jonathon Wardle

5/5

Great advice, polite and professional.