Perspective (Whittington Goddard) - Sheffield

Address: 26 Causeway Head Rd, Dore, Sheffield S17 3DT, United Kingdom.

Phone: 1142351623.

Website: pfgl.co.uk.

Perspective (Whittington Goddard)

Based in Dore, Sheffield, Whittington Goddard is a reputable financial planning firm that provides expert guidance to individuals and families.

Especialidades

Specialties: Financial planner.

Otras características

On-site services, Online appointments, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Cómo llegar

Para visitar Whittington Goddard, se recomienda tomar un taxi o un autobús hasta la ubicación. El personal del establecimiento estará encantado de ayudar con cualquier solicitud de información o orientación.

Opiniones

Esta empresa tiene 16 reseñas en Google My Business.

La media de las opiniones es 5/5, lo que indica un excelente nivel de satisfacción entre los clientes.

Los clientes elogian la atención personalizada y el apoyo emocional que ofrece Whittington Goddard, así como la capacidad del equipo para adaptarse a las necesidades individuales de cada persona.

En general, se puede concluir que Whittington Goddard es una empresa confiable y profesional que ofrece una amplia gama de servicios financieros.

Para obtener más información o programar una cita, se recomienda visitar el sitio web oficial de Whittington Goddard o llamar al teléfono indicado.

👍 Reviews of Perspective (Whittington Goddard)

Geraldine P.

5/5

We have been with Whittington Goddard now for a number of years, they have been very helpful in planning our future financial security enabling us to look ahead with confidence. We are given a personal annual review by James in our home, which we find very reassuring.
Both me and my husband highly recommend this professional and friendly company.

Janine A.

5/5

My partner has trusted Whittington Goddard with his investments for many years, so when I needed advice on a trust fund investment I looked to them. Myself and the other trustees received a very professional and informative service from James State. I will certainly give Whittington Goddard any repeat business and am happy to recommend them to friends and family.

Barbara S.

5/5

I first came to Whittington Goddard shortly before retiring from a teaching career when I realised I had to exist on a pension! I had some savings and inheritance, but needed advice on how to manage the financial aspect of this important stage of my life.
I couldn't have found myself in better hands! Whittington Goddard are the kind of company who are approachable and friendly, but amazingly efficient and professional, who demystify the sometimes obscure world of finance, and best of all, treat you like a human being, not just a client!
Thanks to the very sound advice I have received, I now have peace of mind and a confidence in my future and that of my loved ones.
I also have a very reassuring feeling that I can seek and find help with any problems or changes in my circumstances when I need to. Overall, a fantastic and much appreciated service, and excellent value for money.

Debbie E.

5/5

I initially approached Whittington Goddard for some advice on what to do with the small lump sum I received on retirement. Having received some good advice and asking the company to manage it for me, my husband then got on board when he retired. What I find particularly good is their impartial advice about how much money I am likely to need at various life stages. They not only advised me on my investment but also encouraged me to use the money when I needed it. Withdrawing the money I needed at any time was very simple and with regular meetings and an online facility to look at the portfolio it was easy to see how my money was working for me. I recommend this very friendly and approachable company.

Sharon E.

5/5

I have known Richard and the team at Whittington Goddard for over 20 years. The advice offered is always given with my best interests in mind with time to reflect on decision making. The team are friendly, reliable and honest, which I believe is essential when dealing with financial matters.

Clive S.

5/5

My finances have been looked after by a member of the Whittington Goddard team since I retired in 1999. Through good times and bad I have had total confidence in their ability to look after my finances. They have always been available for advice and support immediately no matter how small or large the problem.

Simon R.

5/5

I have dealt with WGA through one of its specialist pensions and funds advisors over the last six months and have been impressed by their professionalism, accessibility and communication. A positive experience for sure.

chris P.

5/5

Steve shutt is always very thorough very professional and approachable, either in home meetings or on the phone. Steve and Whittington Goddard have been very good over the years I have been associated with the company.