Prestwood Group - Stourbridge
Address: Beauchamp House, Wolverhampton Rd, Stourton, Stourbridge DY7 5AF, United Kingdom.
Phone: 1384872137.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Prestwood Group
For individuals seeking expert financial planning services, Prestwood Group presents itself as a noteworthy option. Located at Beauchamp House, Wolverhampton Rd, Stourton, Stourbridge DY7 5AF, United Kingdom, and reachable at 1384872137, the company operates as a dedicated provider of personalized financial advice.
About Prestwood Group
Prestwood Group specializes in assisting clients with a wide range of financial planning needs. Their core function is to develop and implement tailored strategies designed to help individuals and families achieve their financial goals. They focus on providing comprehensive advice, encompassing areas such as retirement planning, investment management, tax optimization, and estate planning. The company’s approach is built upon a foundation of understanding each client’s unique circumstances, risk tolerance, and aspirations.
Location and Accessibility
The firm’s physical address at Beauchamp House in Stourbridge offers a convenient location for clients. The address is: Address: Beauchamp House, Wolverhampton Rd, Stourton, Stourbridge DY7 5AF, United Kingdom. Furthermore, Prestwood Group demonstrates a commitment to inclusivity by providing essential accessibility features. These include a wheelchair-accessible car park, ensuring ease of access for those requiring mobility assistance. A wheelchair-accessible toilet is also available on-site, reflecting a dedication to accommodating diverse needs. Additionally, toilets are available for all visitors. These considerations highlight a proactive approach to creating a welcoming and convenient environment for all clients.
Services Offered
- Financial Planning: This is the cornerstone of their offering, encompassing goal-based planning and ongoing adjustments.
- Retirement Planning: Assistance with securing a comfortable retirement through strategic savings and investment.
- Investment Management: Guidance on building and managing investment portfolios to align with individual risk profiles.
- Tax Optimization: Strategies to minimize tax liabilities and maximize after-tax returns.
- Estate Planning: Advice on planning for the distribution of assets after death, ensuring a smooth transition for beneficiaries.
Prestwood Group differentiates itself by emphasizing a consultative approach. They prioritize building strong relationships with their clients, taking the time to thoroughly understand their financial situation and objectives. This personalized attention allows them to craft bespoke solutions that cater to specific requirements.
Client Feedback and Reputation
Currently, Prestwood Group has 0 reviews on Google My Business, indicating a limited public record of client experiences. The average opinion is 0/5, suggesting a lack of readily available feedback at this time. However, it's important to note that this does not necessarily reflect the quality of the services provided. It simply indicates a scarcity of publicly available reviews.
Contact Information
To contact Prestwood Group, clients can utilize the following:
- Phone: 1384872137
- Website: (Currently unavailable)
- Address: Beauchamp House, Wolverhampton Rd, Stourton, Stourbridge DY7 5AF, United Kingdom
Despite the absence of online reviews, potential clients are encouraged to contact the firm directly to discuss their financial planning needs and learn more about their services. The team at Prestwood Group is committed to providing professional and reliable advice.
Key Considerations for Potential Clients
| Feature | Details |
|---|---|
| Accessibility | Wheelchair-accessible car park, wheelchair-accessible toilet, toilets available |
| Specialization | Financial Planner |
| Contact | Phone: 1384872137 |
Considering the limited information available publicly, prospective clients are advised to schedule a consultation with Prestwood Group to gain a deeper understanding of their approach and expertise. The firm’s commitment to accessibility and personalized service suggests a potential benefit for those seeking a supportive and knowledgeable financial planner. Further research and direct communication are highly recommended before making any decisions regarding financial planning services. The absence of readily available reviews underscores the importance of a direct assessment of the firm’s capabilities.