Parsonage Financial Planning
1 Dunham Road, Greater Manchester, United Kingdom
About Parsonage Financial Planning
Welcome to Parsonage Financial Planning, your trusted destination for expert financial advice in Altrincham, United Kingdom. Our institution is located at the address 1 Dunham Rd, and we take pride in offering reliable financial solutions to our clients.
At Parsonage Financial Planning, we understand that financial planning can feel overwhelming and daunting. That's why we have a team of highly experienced financial advisors who are dedicated to providing you with personalized solutions to suit your individual needs. We work closely with you to develop a bespoke plan that takes into account your current financial situation, your goals, and your future aspirations. Whether you're planning for your retirement, looking to grow your wealth, or simply need guidance on how to manage your finances, our team can help.
We take a holistic approach to financial planning that starts with a consultation to understand your unique needs and ends with a tailored solution that meets those requirements. Our team of experts has years of experience in the finance industry and has worked with clients from a range of backgrounds, industries, and age groups.
At Parsonage Financial Planning, we believe that financial planning is not just about investing money, but it's also about protecting your future. That's why we offer a range of insurance solutions to ensure that you and your loved ones are protected from life's unexpected events.
Our institution is a point of interest in the local community, and we take pride in serving our clients with honesty, transparency, and integrity. We are committed to building long-term relationships and providing ongoing support to help our clients achieve their financial goals.
So, whether you're looking for advice on retirement planning, investment strategies, or insurance solutions, Parsonage Financial Planning is here to help. Contact us today to schedule a consultation with one of our expert advisors.
Photos of Parsonage Financial Planning
1 Dunham Rd, Altrincham WA14 4NX, United Kingdom
Opening hours of Parsonage Financial Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Parsonage Financial Planning
"For me it is essential that I can trust my financial advisor totally. That way I can relax knowing someone is really looking after me. I sleep well knowing Parsonage does just that."
"I appreciated the dedication and swift action of Parsonage Financial Planning to get my wife's Lasting Power of Attoney activated following a very serious stroke which meant she no longer had capacity to look after her accounts held in her sole name. Urgent access was needed for nursing home fees. Communication with them was very good and I was regularly kept up to date on the progress. Nothing was too small or too great for them to tackle quickly and efficiently."
"Very happy with Parsonage Financial Planning, and Flora Maudsley-Barton in particular. She has looked after my finances since 2009 and has always been extremely helpful and patient in explaining investments and financial planning. Parsonage Financial are always quick to respond to queries and have a flexible approach to a client's requirements. Even as someone who hasn't a natural head for figures I feel in safe hands and trust them implicitly to look after my investments."
"Flora listened and understood my requirements, a trait not found in all IFAs ! She then provided her advice in a professional and clear manner, enjoyed doing business with Flora and Team."
"Friendly and professional service; Flora is excellent at explaining in-depth financial matters in a simple and straightforward way. She and the team take the fear out of financial advice and make it a pleasurable experience."
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