Wessex Financial Planning Ltd - Shaftesbury

Address: North Down Cottage, Jenkins Corner, Donhead St Mary, Shaftesbury SP7 9DD, United Kingdom.
Phone: 1747828264.
Website: wessexfinancial.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

Location of Wessex Financial Planning Ltd

1747828264

Wessex Financial Planning Ltd is a financial planning company located in the picturesque village of Donhead St Mary, near Shaftesbury, in the United Kingdom. The company's address is North Down Cottage, Jenkins Corner, Donhead St Mary, Shaftesbury SP7 9DD. You can easily reach them by phone at 1747828264 or visit their website at wessexfinancial.co.uk for more information.

As a financial planner, Wessex Financial Planning Ltd specializes in offering expert advice and tailored solutions for individuals and businesses looking to secure their financial future. Their team of experienced professionals is dedicated to understanding each client's unique circumstances and goals in order to create a comprehensive financial plan that meets their specific needs.

One of the key features of Wessex Financial Planning Ltd is their commitment to accessibility. The company's office is equipped with a wheelchair-accessible parking lot and restroom, making it easy for everyone to visit and receive the financial advice they need.

Wessex Financial Planning Ltd has received overwhelmingly positive reviews from their clients, with a current average rating of 5/5 based on 21 reviews on Google My Business. This is a testament to the company's dedication to providing exceptional service and delivering results for their clients.

If you are looking for a reliable and experienced financial planner, Wessex Financial Planning Ltd is an excellent choice. With their convenient location, accessible office, and proven track record of success, you can trust them to help you achieve your financial goals. Don't hesitate to reach out to them today by phone or through their website to learn more about how they can assist you.

Wessex Financial Planning Ltd is a financial planning company located in the charming village of Donhead St Mary, near Shaftesbury, in the United Kingdom. You can find them at North Down Cottage, Jenkins Corner, Donhead St Mary, Shaftesbury SP7 9DD. Their phone number is 1747828264, and you can visit their website at wessexfinancial.co.uk for more information.

The company specializes in offering financial planner services for individuals and businesses, with a focus on creating personalized financial plans based on each client's unique circumstances and goals.

Wessex Financial Planning Ltd is committed to accessibility, with a wheelchair-accessible parking lot and restroom available at their office.

They have received an impressive average opinion of 5/5 based on 21 reviews on Google My Business, reflecting their dedication to providing exceptional service and delivering results for their clients.

If you're looking for a reliable and experienced financial planner, Wessex Financial Planning Ltd is an excellent choice. Contact them today by phone or through their website to learn more about how they can help you achieve your financial goals.

Reviews of Wessex Financial Planning Ltd

Wessex Financial Planning Ltd - Shaftesbury

Jill Clasby

5/5

Wessex Financial Planning have dealt with all our financial requirements for many years.
Ilan has provided us with valuable recommendations for investments and is always very thorough when it comes to the annual review. Explaining all aspects in a way that is easy to understand with graphs and detailed history and future predictions. He always keeps us informed which has been very helpful and today recommended transferring money from a general investment account into the flexible ISA. Thus saving capital gains tax and income tax. It’s also good to be visited at home where we can sit comfortably around the table with a coffee while discussing financial matters.
Definitely would recommend Ilan’s services to anyone.

Karen Miller

5/5

Wessex Financial was recommended to us years ago, and we have used them for all our family financial support, and still do. They advise with terminology and paperwork that can be fully understood. Home visits which are essential where the elderly are concerned. Always return phone calls and very prompt replies to emails should you have a query about anything. I would and have, recommended their services to other people.
K. Miller

Carolyn Harvey

5/5

When a family member passed away over a decade ago, we inherited Ilan’s services along with her estate, as he had been advising her, and we couldn’t have managed without him. He helped us to sort out her investments, and gave us excellent advice, and we have continued to use his financial planning services ever since. He is extremely good at explaining everything clearly, is extremely knowledgeable, impartial, patient and efficient.
I wouldn’t hesitate to recommend him to anyone looking for financial and investment advice.

Vicky Gulland

5/5

Wessex financial planning is a great service. Ilan has particularly helped us with our pensions, he also provided us with some very helpful graphs, which modelled future predictions and numbers, so we could see where gaps and shortfalls might arise in the future. Ilan provides helpful advice is clear and concise language. This service has been very beneficial and it has helped us to think about the future and take steps now to plan for what we will need in retirement age. We would very much recommend Wessex financial planning.

Nick Burden

5/5

I originally contacted Ilan some 10 years ago as I had accumulated numerous policies throughout my professional working life and I also needed advice regarding retirement and investments. Ilan from the start took time to investigate my circumstances and take note of my wishes. I felt an immediate financial benefit as the policies i no longer needed were cashed and my outstanding loans paid off. My investments were sorted and pension needs put in place. All have proved to be financially sound and i am now in a much better position financially because of Ilan. I am totally satisfied with Wessex Financial Planning and highly recommend their services

Peter Hunt

5/5

My wife and I are getting close to retirement, so we sought Ilan's services to conduct a comprehensive review of our pension plans. Ilan came back with a really clear plan, explaining in simple terms all the options available. He provided exactly the information we required and we wouldn't hesitate to recommend him to others who are seeking financial or investment advice.

Jane Moxham

5/5

Just recently, I have engaged the assistance of Wessex Financial Planning Ltd. to manage my financial affairs and thus far, I have been impressed by Ilan Eardley's professionalism.
• Ilan endeavors to respond to emails and messages left on this phone as soon as possible and certainly by the end of the morning or day, I would have had an email or phone call from him
• Ilan clearly explains each course of action and patiently answers repetitive questions with simple explanations
• Most importantly to me, Ilan is gentle, courteous and considerate to changes in directions and plans

Jane Moxham

Ju Brookes

5/5

Highly recommend. Time and again I have been provided with all the information I need (with suggested future needs considered) and with no pressure to follow options presented. Questions are answered in a timely manner and with understanding of why the question is being asked, an understanding of the depth of answer needed, and jargon explained! A highly professional, yet personal service.