Method Financial Planning - Bishop's Stortford

Address: Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom.
Phone: 1279295928.
Website: methodfp.com
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Paid multi-storey car park, Paid parking lot, Paid street parking.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Method Financial Planning

Method Financial Planning Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom

☎️1279295928

⏰ Open Hours of Method Financial Planning

Monday: 9 am–6 pm
Tuesday: 9 am–6 pm
Wednesday: 9 am–6 pm
Thursday: 9 am–6 pm
Friday: 9 am–6 pm
Saturday: Closed
Sunday: Closed

Method Financial Planning

Overview: Method Financial Planning, located at Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom, offers comprehensive financial advisory services tailored to individual needs. With an emphasis on personalized care and professional guidance, this firm has built a strong reputation for helping clients plan effectively for their financial futures. The company's commitment to accessibility and inclusivity is evident in its various amenities and services, making it a welcoming space for all clients.

Location & Contact Information:

Address: Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, UK
Phone:<a href=\"tel:1279295928\" target=\"_blank\">1279295928</span>
Website:<a href=\"https:\/\/www.methodfp.com\/\" target=\"_blank\" rel=\"nofollow\">methodfp.com
Phone Number: For inquiries, clients can reach out via the provided phone number.

Specialties:

Financial Consulting: Method Financial Planning specializes in providing bespoke financial advice to individuals looking to manage their investments and plan for the future. Their financial consultants are adept at understanding client needs and crafting tailored plans.

Services Offered:

Online Appointments: Clients can schedule consultations remotely, ensuring convenience.
On-site Services: For those preferring in-person advice, on-site services are available at their location.
Assistive Hearing Loop: The office is equipped with an assistive hearing loop to ensure clear communication for clients with hearing aids.
Wheelchair-Accessible: The premises are fully accessible, including wheelchair-accessible seating and toilet facilities.
LGBTQ+ Friendly: Method Financial Planning welcomes clients from all backgrounds, creating a safe and inclusive environment.

Facilities:

Appointment Required: Clients are advised to book appointments in advance to ensure optimal service.
Appointments Recommended: The firm strongly recommends scheduling appointments to discuss financial plans in detail.
Car Parking: A paid multi-storey car park is available for clients' convenience.
Parking: Both paid parking lots and street parking options are available nearby.

Client Opinions:

Reviews: Method Financial Planning has garnered a highly positive reputation with 21 reviews on Google My Business. Clients consistently praise the firm's professionalism, personal touch, and tailored advice. One notable review describes Martin Jackson as a 'professional and personable financial advisor' who provides sound advice and shows genuine care for his clients' well-being. Clients appreciate the clarity he brings to their financial planning and his active interest in their lives, especially as they approach retirement.

Average Opinion: 5/5

Key Points from Reviews:
Professionalism: Advisors are commended for their professionalism and attention to detail.
Personal Approach: Clients value the advisors' personable nature and willingness to take an interest in their personal lives.
Tailored Advice: Advice is customized to meet individual financial needs, helping clients clarify their goals and plan effectively.
Accessibility: The company's commitment to inclusivity and accessibility is highlighted, making it a comfortable space for all clients.
Experience: Long-term clients appreciate the consistent quality of service and the trust they've developed with the advisors.
Recommendations: Given the overwhelmingly positive feedback, clients are generally recommended to seek advice from Method Financial Planning for their financial planning needs.

How to Get Involved:

Visit the Website: For more detailed information, potential clients can visit the official website at methodfp.com.
Contact via Phone: Interested parties can call the provided number for initial consultations or inquiries.
Schedule Online: Online appointment booking is available for convenience.

Key Features and Benefits:

Expertise: With a focus on financial consulting, Method Financial Planning offers deep expertise in crafting effective financial strategies.

Client-Centric Approach: The firm's advisors prioritize understanding and meeting the unique needs of each client, ensuring personalized solutions.

Accessibility and Inclusivity: The office's commitment to being accessible and welcoming to all clients creates a comfortable and safe environment.

Convenience: With options for online and in-person appointments, clients can choose the method that best suits their schedule and preferences.

Safety and Comfort: The provision of wheelchair-accessible facilities and an LGBTQ+ friendly environment ensures that all clients feel safe and respected.

Trust and Reliability: The high average opinion score and positive reviews underscore the trust clients place in Method Financial Planning's services and advisors.

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👍 Reviews of Method Financial Planning

Method Financial Planning - Bishop's Stortford

Carolyn F. H.

5/5

We have had Martin Jackson as our Financial Advisor for the last 3 years. We have always found him to be both professional and personable in his approach and give sound financial advice with reference to our investments. We value his care and attention to detail and found him to be efficient and effective in his management of our affairs. He tailors his advice to our personal needs, and takes an active interest in our lives. He has helped us to clarify our financial needs and plan for the future. We consider that we have found someone who we trust to guide us through our retirement.

Danielle S.

5/5

Martin Jackson is reliable, trustworthy and knowledgeable. He meets with us every six months to discuss our finances in detail and walks us through our portfolio, patiently answering any questions we might have, and always following up after each meeting. Having always given good advice and never steered us wrong, I fully trust Martin and genuinely believe that he has our best interests at heart. I have already recommended Martin to others and will continue to do so.

Kate V.

5/5

Martin Jackson provides excellent, knowledgeable, professional, considered and methodical advice. He fully understands my specific financial requirements and my ongoing goals. Martin explained the options available in the lead up to retirement and has helped me with my long term financial planning with investments and pensions. A real people person, he is always quick to respond to any queries, is utterly reliable and trustworthy.

Kevin R.

5/5

I have known Martin now for over 3 years, in that time I have built up a complete trust in him and his advice. He keeps things simple and easy to understand. Always gives you the pros and cons for any investments so you can make an informed choice. I would definitely recommend Martin to take good care of all your financial planning.

Rebecca R.

5/5

We found Martin to be very easy to chat to, very knowledgeable and really keen to understand and help with the issues we discussed with him. He provided clear, straightforward and pertinent advice that was exactly what we needed, and we would absolutely recommend his services. Thank you Martin!

Kevin W.

5/5

I was passed martins details from my accountant having had a quick conversation about planning for my future.

I have always been hesitant regarding pension and financial planning experts, however, Martin is a true professional.
He explained the process and the different options available in a way that made sense without all the confusing jargon that others would use.

He is extremely personable and interested in what makes me tick as an individual to ensure his advice fits me perfectly
.
I already strangely regard Martin as a friend and am sure we will have a very long working relationship together.

Would I suggest Martin to anyone else? Simply, YES!

Thank you Martin for your valuable assistance with the financial planning for my future.

David W.

5/5

Martin Jackson is the consummate professional when it comes to overseeing my pension and financial planning requirements.

What I particularly like about his approach is his ability to simplify sometimes complex financial matters, explaining how and why he is choosing to invest my money, to maximise the returns.

He operates with full transparency and over the five years I’ve known him he has gained my total trust.

Not only is he highly skilled in pension management and much broader financial planning, he is extremely personable and someone I now regard as a friend.

Method Financial Planning is a relatively new entity, but be in no doubt, Martin is no novice!

I cannot speak highly enough of him and he comes with a 5 Star recommendation.

Mick H.

5/5

My wife and I were quite apprehensive as we have little understanding of finance and pension schemes. However, Martin was very patient and explained all our options in a clear and understandable way making the whole process quite straightforward. I wouldn’t hesitate to recommend Method Finance planning to anyone needing honest financial advice.