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Sovereign Planning
East Terrace, Euxton, Lancashire, United Kingdom
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About Sovereign Planning
Welcome to Sovereign Planning, a leading establishment in the UK dedicated to providing top-notch financial planning and management services for individuals and businesses alike. Our institution is conveniently located at the prestigious Chorley Business & Technology Centre on East Terrace in Euxton, Chorley, United Kingdom.
At Sovereign Planning, we understand the importance of having sound financial plans and strategies that are tailored to our clients' unique needs and goals. We take pride in our ability to work closely with our clients to design and implement personalized financial plans that help them achieve their financial objectives in a timely and efficient manner.
Our team of experienced and highly qualified financial planners and consultants are committed to providing the highest quality services to ensure that our clients receive an unparalleled level of care and attention. We continuously stay up-to-date with the latest industry trends and practices to ensure that we provide practical and relevant advice that is customized to each client's specific situation.
At Sovereign Planning, we offer a comprehensive range of services that cover all aspects of financial planning and management, including but not limited to retirement planning, estate planning, investment management, tax planning, and risk management. Our services are designed to help our clients achieve financial peace of mind, secure their future, and achieve their long-term financial goals.
Whether you are an individual seeking personal financial planning services, or a business looking to streamline your financial operations and maximize your profitability, Sovereign Planning is the perfect partner to help you achieve success. We invite you to contact us today to learn more about our services and how we can help you achieve your financial goals.
Photos of Sovereign Planning
Chorley Business & Technology Centre, East Terrace, Euxton, Chorley PR7 6TE, United Kingdom
Opening hours of Sovereign Planning
Monday:
09:00 - 19:00
Tuesday:
09:00 - 19:00
Wednesday:
09:00 - 19:00
Thursday:
09:00 - 19:00
Friday:
09:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Sovereign Planning
"Excellent service. Very professional. Easy to follow instructions on both Will and POE. Highly recommended."
"Excellent efficient service. Customer service is second to none. Very easy to sort my will."
"Excellent service. So prompt and professional and at a such reasonable price. There were also lots of other services available. I recommend them highly"
"Professional, informative and efficient with no pressure. Shout out to Kathy who was my first port of call for her friendly and and helpful manner."
"The initial process was ok, everything was done via the telephone, the call with the Will writer was on time, she was very knowledgeable and friendly, and explained the process thoroughly, however, it seemed that the objective was to encourage us to purchase additional services such as Power of Attorneys which would have increased the costs considerably. We did settle to purchase "Memorandum of Wishes" for £20 each which turned out to be a pre printed A4 page for us to complete and keep with the will, I thought £40 a little expensive. When I received the draft of the will there were a few errors which I reported and was corrected. The will should have been sent to us within 7 days but after 2 weeks I had to chase it up, it was then delivered within a couple of days. I feel that while they did complete everything satisfactory in the end the timescale wasn't met and they seemed more interested in selling more expensive products."
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