Wensum Financial Planning - Norwich

Wensum Financial Planning: A Trusted Financial Advisor

Wensum Financial Planning stands as a respected provider of financial planning services, dedicated to assisting individuals and families in achieving their long-term financial goals. Located at 2c Oval Rd, New Costessey, Costessey, Norwich NR5 0DE, United Kingdom, the firm operates with a commitment to personalized advice and client-centric solutions. Their telephone number is 1603731170. While they do not currently maintain a public website, the focus remains firmly on delivering exceptional service and building lasting client relationships.

About Wensum Financial Planning

Wensum Financial Planning is a specialist firm concentrating exclusively on providing comprehensive financial planning guidance. They understand that everyone's financial situation and objectives are unique, and therefore, they prioritize a thorough understanding of each client’s circumstances before formulating a tailored strategy. The firm’s approach emphasizes a collaborative partnership, fostering clear communication and transparency throughout the entire process. They are dedicated to helping clients navigate the complexities of financial planning, ensuring they feel confident and secure about their future.

Location and Accessibility

The firm’s physical location at 2c Oval Rd in New Costessey is easily accessible. Notably, the business offers a wheelchair-accessible car park, demonstrating a commitment to inclusivity and ensuring that all clients can visit with ease. Appointments are required, reflecting the personalized nature of their service and allowing for dedicated time to discuss individual needs. Furthermore, the team strongly recommends pre-booked appointments to optimize the planning process and guarantee availability.

Key Features and Services

• Personalized Financial Plans: Wensum Financial Planning develops bespoke financial plans designed to align with each client’s specific goals, risk tolerance, and time horizon.
• Retirement Planning: They offer comprehensive retirement planning services, assisting clients in accumulating sufficient savings and developing strategies for a comfortable retirement.
• Investment Management: While not a full-fledged investment management firm, they provide strategic investment advice and guidance to complement their overall financial plans.
• Pension Planning: Expert advice on maximizing pension contributions and understanding pension options is a core service.
• Tax Planning: Strategic tax planning is integrated into the overall financial plan to minimize tax liabilities and optimize financial resources.

The firm’s philosophy centers around offering advice driven by the client’s best interests, rather than solely focusing on maximizing profits. This dedication to ethical practice has consistently been praised by clients who value honesty and integrity in their financial advisor.

Client Feedback and Reputation

Wensum Financial Planning currently holds one positive review on Google My Business, reflecting overwhelmingly favorable client experiences. This single review highlights a key differentiator: the advisor’s commitment to prioritizing the client’s needs above all else. The reviewer specifically commended Trevor Goodbun for his clear, professional advice and for acting in the client’s best interest, a rare quality in the current financial landscape. The feedback suggests a strong emphasis on building trust and fostering long-term relationships with clients. The consistently high rating underscores the firm's dedication to delivering exceptional service, suggesting a commitment to client satisfaction that extends beyond simply meeting regulatory requirements. It’s clear that Wensum Financial Planning fosters a client-focused approach, resulting in a positive and reliable service experience.

Contact Information

To schedule an appointment or to discuss your financial planning needs, please contact Wensum Financial Planning at Phone: 1603731170. While a website is not currently available, they can be reached via telephone to arrange a consultation.

👍 Reviews of Wensum Financial Planning

Jan G.

5/5

I am very impressed with the clear, professional advice given to me by Trevor Goodbun of Wensum Financial Planning. I dont usually leave reviews but I was particularly impressed. Trevor is unusual in that he gives advice on what is right for the client and not what makes money for his business. Rare to find in today's world, I highly recommend.