Point to Point Financial Management - Wantage

Point to Point Financial Management, located at Address: 4, Point to Point Financial Management, East Lockinge, Wantage OX12 8QG, United Kingdom, is a reputable financial firm that offers excellent financial planning and consulting services. You can easily contact them through Phone: 7747100264 or visit their website Website: pointtopointfm.co.uk to book an appointment.

This company specializes in Financial planner and Financial consultant services, making it an excellent choice for individuals and businesses seeking expert guidance on financial matters. Point to Point Financial Management is committed to providing personalized and professional services tailored to meet the unique needs of each client.

One of the key features of Point to Point Financial Management is their accessibility. The location has Wheelchair-accessible car park, Wheelchair-accessible entrance, and Wheelchair-accessible toilet facilities, making it easy for people with mobility challenges to access their services. Additionally, they offer Online appointments for clients who prefer virtual meetings, making their services convenient and accessible to everyone.

Point to Point Financial Management also offers On-site services, allowing clients to meet with their financial advisors in person. This approach provides a more personalized experience and enables clients to build a strong rapport with their advisors.

According to Opinions: This company has 9 reviews on Google My Business, with an impressive Average opinion: 5/5. This high rating reflects the company's commitment to providing exceptional financial services and maintaining strong relationships with their clients.

Reviews of Point to Point Financial Management

Lizz Clarke

5/5

We were introduced to Peter by another professional contact when our IFA left the industry, and are really pleased we chose to use PTPFM. Peter recently spent several hours with me creating a single electronic document to hold every piece of important information so my family has it all to hand when I'm no longer around. It was a job I'd been putting off for years and he made it actually enjoyable.

Matthew Chapman

5/5

I am very impressed with the service provided by Peter and Natalie through PTPFM. The quality of information, clarity of advice and overall professionalism is superb. I have complete confidence in the advice they have provided so I have been more than happy to recommend them to friends and family and to clients of my own business.

Rachael Dunbar

5/5

We found Point to Point to be excellent throughout providing us with reassurance with our finances for today and tomorrow. Knowing we are in safe hands has meant we can relax and enjoy life. 100% recommend a chat with Pete or one of the team, no matter your position.

Caroline Parry

5/5

we are newbees and therefore don't have a great deal of dealings but I can say Pete was fantastice in sorting out my new investment and went beyond in sorting out POAs and wills
Mant thanks
Mark Parry

Karl naylon

5/5

I’ve known Peter and Natalie for many years and absolutely delighted with the services they’ve provided. Thoroughly recommended and above all trustworthy in securing the right investments in securing my financial future in my soon to be retirement. I couldn’t recommend highly enough.

Karen Marshall

5/5

I have been dealing with Peter and Natalie for many years and their service and advice has never waived. Always very professional, full of knwoledge and given in a friendly and trustworthy way. Would not go anywhere else!

Marion Hecht

5/5

I'm very happy with the advice, time and one to one time given to sort my finances out. There is promt help or information given at short notice per Telefon, Email or in person if needed.

Ed Preece

5/5

We have been very pleased with the advice and support Pete has provided and would happily recommend to others.