Smarter Financial Planning - Amersham

Address: Saint Mary's Court, The Broadway, Amersham HP7 0UT, United Kingdom.
Phone: 1494911700.
Website: smarterfinancialplanning.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, LGBTQ+ friendly, Appointment required.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Smarter Financial Planning

☎️1494911700

⏰ Open Hours of Smarter Financial Planning

Monday: 9 am–4 pm
Tuesday: 9 am–4 pm
Wednesday: 9 am–4 pm
Thursday: 9 am–4 pm
Friday: 9 am–4 pm
Saturday: Closed
Sunday: Closed

Smarter Financial Planning, located at Address: Saint Mary's Court, The Broadway, Amersham HP7 0UT, United Kingdom, is a reliable and professional financial planning firm. They can be reached at 1494911700 or through their website smarterfinancialplanning.co.uk.

Specialties

Their specialty lies in financial planning, where they offer a wide range of services including investment, retirement, pension advice, and care plans for elderly relatives.

Other Points of Interest

Smarter Financial Planning offers convenient online appointments, on-site services, and wheelchair-accessible facilities. They are an LGBTQ+ friendly business and require appointments for meetings.

Customer Reviews

With a average opinion: 5/5 from 7 reviews on Google My Business, Smarter Financial Planning has built a strong reputation for their dedication and attention to detail in providing financial advice.

Personal and Professional Recommendation

"My wife and I have been working with Jon for nearly 15 years, and in so many areas (investments, retirement, pension advice, care plans for elderly relatives etc) he has been an outstanding financial adviser. At every stage along the way, Jon has taken care to understand our needs, has met with us regularly, and has helped us achieve our objectives. His care, attention to detail and advice have been first class and we have total trust in him. Both as a person and a professional, we cannot recommend him highly enough."

Recommendation

If you're looking for a financial planner, Smarter Financial Planning comes highly recommended. With their expertise, personalized approach, and excellent customer service, you can trust them to help you achieve your financial goals. Contact them today through their website for an appointment and start your journey towards financial success.

👍 Reviews of Smarter Financial Planning

Ian Turnbull

5/5

My wife and I have been working with Jon for nearly 15 years, and in so many areas (investments, retirement, pension advice, care plans for elderly relatives etc) he has been an outstanding financial adviser. At every stage along the way, Jon has taken care to understand our needs, has met with us regularly, and has helped us achieve our objectives. His care, attention to detail and advice have been first class and we have total trust in him. Both as a person and a professional, we cannot recommend him highly enough.

Wendy A

5/5

I have been assisted by Jon's professional input over the last 5 years. Initially I was seeking reassurance and ideas about how best to manage my money. Jon was very knowledgeable and conducted a financial review for me, where we tweaked things like my pension. Over the years he has continued to answer occasional questions about my pension and investments, and more recently has taken time to understand my changing circumstances, and to begin to guide me on pension and IHT issues.

Jon is utterly professional, extremely efficient and always friendly. I remain very grateful for his continuing guidance. I would recommend Jon at Smarter Financial Planning without hesitation.

Lauren F

5/5

My session with Jon was great. Being in my early twenties, I wanted to better understand my current financial standing and opportunities for the near future and further. The session with Jon gave me confidence and clear direction for my immediate focuses as well as suggestions for longer term goals. I would highly recommend getting in touch with him, whatever your circumstance.

Natasha F

5/5

My session with Jon was excellent and I would definitely recommend getting in touch with him. Taking the time to understand my lifestyle and goals, Jon provided helpful, tailored and reassuring guidance. I left our session feeling confident and positive.

daiplum

5/5

Jon has been advising me for many years and I am so grateful for his knowledge and understanding of my circumstances. As a retired headteacher I have been able to maximise my pension allowing for greater independence and security.
He is a tried and trusted professional who is responsive and measured.

Mrsheltz

5/5

Jon (Smarter Financial Planning) has helped me for several years now; providing excellent advice as I have managed the transition from work to retirement. He has given me well-researched and knowledgeable advice on a number of investment possibilities and I have been delighted with the outcome of these. He continues to support my interests and to be a friendly and sound adviser. I can recommend SFP wholeheartedly.

D IH

5/5

Jon provided excellent service in difficult circumstances.