Pecunia Financial Planning Ltd - Chorley

Pecunia Financial Planning Ltd is a reputable financial planning company located at 5 The Dingle, Chorley PR6 9AZ, United Kingdom. They can be reached via phone at 782-152-4942 or through their website pecuniafp.com.

The company specializes in life coaching and financial planning, offering a range of services to help individuals make informed decisions about their finances. Some other points of interest include the option for online appointments, on-site services, a wheelchair-accessible car park, and gender-neutral toilets. It is recommended to book an appointment in advance.

This company has been positively reviewed by clients, with an average rating of 5/5 on Google My Business. Clients appreciate the personalized approach to financial planning and the helpful guidance provided by the team.

👍 Reviews of Pecunia Financial Planning Ltd

Duncan H.

5/5

We've known and dealt with Greg Heath as a trusted Independent Financial Adviser for the last 30 years. We recently engaged with Greg and his new company Pecunia Financial Planning to help us optimise and plan for our future retirement. Greg has got a straightforward approach for strategic guidance, without product recommendations. This was perfect for our needs as we needed help with the planning, ensuring we made sound well informed financial decisions, without the need for product advice. Therefore, it significantly reduces the costs compared to a full Financial advice service.
Greg's got a great personal approach, practical plain language to help you navigate the complex Financial options available. We wouldn't hesitate to recommend his services to anyone needing this type of guidance without the hefty costs involved.

Gail C.

5/5

Greg has been my trusted financial advisor for many years, and now he's bringing that expertise into his new venture with Pecunia Financial Planning Ltd. Having someone who not only understands the complexities of finance but can also explain things clearly is invaluable when making long-term investment decisions. A secure retirement and smart investing require a solid strategy, Greg is well-equipped to help his clients navigate that path.
Trust is one of the most important qualities in financial planning, with Greg at the helm, he has earned that trust through years of reliable advice and expertise.

Pennie F.

5/5

Can't recommend Greg highly enough. He is very professional and knows his stuff, but is able to explain it to you in a format easy to understand. He is very thorough, making sure he has done his research before advising you. He is very affable and down to earth and really cares about giving you the best advice he can. If you ever need financial advice, this is the person to go to. Would 100% use him again.

Stan P.

5/5

Having Greg advise me over a number of years, in his past capacity as a financial adviser, I feel very confident that this new business will be as professionally run. I therefore would have no qualms in recommending Greg and his new company to safely and professionally deal with any financial planning matters that you may have (big or small).

Graeme W.

5/5

I have used Greg's services several times in the past and will continue to use him in his new venture.
The world of planning pensions, to most people, is a daunting prospect and one that many people put to one side. Its an "I'll do that later' sort of thing.
I asked Greg to look at myself and my wife's pensions and savings, expecting him to comeback with handfuls of forms and asking us to do tons of searching through drawers for past statements etc. .......
I couldn't have been more wrong. After a short meeting and a few details Greg had all our pensions and investments collected together and he gave us a detailed plan of how our retirement looked.
Greg has a way of explaining quite detailed complicated issues in a clear jargon free way that makes you feel confident in your future and you know, should you need further advice, he's just a phone call away.
All in all we are very happy with the services Greg offers.

terry D.

5/5

I first employed Greg for financial advice when I decided to take early retirement in 2009. He looked at my financial circumstances & formulated a forecast & plan for my pensions & investments. This was put in place & has proved a very sound decision. If you are looking for financial advice from an experienced, trustworthy & knowledgeable professional, I would highly recommend speaking to Greg Heath at Pecunia Financial Planning. Terry D., Lancashire.