Pineapple Financial Planning
About the Business
Welcome to Pineapple Financial Planning, a reputable institution located in the heart of Copmanthorpe, York. Our establishment is dedicated to providing top-notch financial planning services to individuals, families, and businesses across the United Kingdom.
At Pineapple Financial Planning, we understand that financial planning can be a daunting task for many people. That's why we have a team of highly qualified and experienced financial planners who are always ready to help you navigate through the complexities of personal finance. Whether you need assistance with retirement planning, investment management, tax planning, or any other financial planning service, we've got you covered.
Our services are tailored to meet the unique needs of each client, and we take pride in offering personalized financial planning solutions that can help you achieve your financial goals. Our team of financial planners will work closely with you to understand your financial situation, your aspirations, and your risk tolerance. This allows us to provide tailored advice and recommendations that can help you make informed financial decisions.
Located at Tudor House, Westfield Ct, Copmanthorpe, York YO23 3TA, our establishment is easily accessible by both public and private transport. Our location also makes us a point of interest for anyone looking to get reliable financial planning services in the York area.
At Pineapple Financial Planning, we believe that everyone deserves access to reliable financial planning services. That's why we offer a range of flexible service options that are affordable and accessible to everyone. Whether you are a business owner or an individual, we have a service package that can meet your needs and fit your budget.
Contact us today to schedule a consultation with one of our financial planners and start your journey towards financial freedom.
Photos
Location & Phone number
Tudor House, Westfield Ct, Copmanthorpe, York YO23 3TA, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Having previously had a far from favourable experience with sjp, Alex restored our confidence with his extensive knowledge, constant optimism and superlative patience. Alex went above and beyond his remit to reassure a mature couple dithering with investments versus old habits, and delivered on every task set. We would most certainly recommend and trust Alex at pineapple financial planning. Paul and Hilary"
"Alex has been invaluable with regards many aspects of our financial planning. He always takes the time to fully explain everything and nothing is too much trouble. We feel like he understands ours, and our family's needs, and with his excellent and up-to-date knowledge of the current financial markets, mixed with his personable, yet professional nature, we wouldn't hesitate to recommend him."
"Alex brings a fresh look to Financial Planning. His approach is very tailored to my needs, spending as much time necessary to discuss the various options available. He is incredibly professional and patient, explaining everything in detail, but also puts a personal touch on things as well. I would highly recommend to anyone looking for Financial advice at whatever level."
"I have dealt with financial advisers in the past and Alex brings a fresh approach to my finances and helps me build and stick to my financial plans. He is always available when needed, is proactive in contacting me and sending things that he thinks will be relevant for me and my finances and I generally have a lot of trust with him. Happily recommend"
"I have nothing but praise for Alex and his services as he has always been so willing and helpful in looking after my portfolio and made it easy to understand for me and my wife. Also the products he has put me in has produced exceptionally high returns and he has always had a great understanding of our requirements to suit our needs. He is very knowledgeable and professional in his approach."
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