Financial Planners in Nottingham, Nottinghamshire

13 locations found near Nottingham
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“I have found Tracy's advice to be sound and sensible over the years since I have been investing and have always trusted her judgement in all matters financial. Moreover Tracy is a pleasant but highly professional lady who prides herself on tailoring investment guidance and advice to suit the individual client's needs and circumstances. I have never regretted trusting Tracy with my financial investments.”

5Superb34 Reviews

“The service received from HFPLtd is outstanding. Chris is methodical, does what he says he's going to do and in a timely manner. We have absolute confidence in the advice that we are given to help us to financially plan. Advice is detailed and Chris explains in terms that are understandable to those of us that do not inhabit the financial world! Chris has great integrity and has worked closely with us to help to preserve intergenerational family wealth. We are made to feel that we are HFP's only client - such is the level of service ... we know we are not! No hesitation in recommending!”

5Superb22 Reviews

“We chose John as our FA having carried out a thorough local search and meetings with three other providers to compare services. John impressed us with his professional manner- he makes the effort to come to our house, arrives on time and smartly dressed and is really thorough with explaining his services and fees. This feels professional and appropriate for someone handling personal finances. Being an Independent FA was also important to us as John can advise and access a wider portfolio of options. John has supported us with reviewing our pensions and carrying out a cash flow forecast to support retirement planning. He keeps us up to date with progress via email and calls. Having taken some time to find a FA we are really pleased to have John’s support. We already feel more in control of our finances and long term planning- I only wish we’d found John sooner.”

5Superb13 Reviews

“I visited Rebecca as a complete stranger with a career-related issue. Out of all the advisers I'd asked, she was the only one that helped me to move forward. Thanks, Rebecca!”

5Superb3 Reviews

“This was our first time using Adam at Veracity to remortgage our home and to obtain life insurance and it will not be our last. Nothing was too much trouble, Adam knew exactly what we wanted and he found us the best deal that suited our requirements. He took away the stress and handled everything which was great knowing we were in safe hands. Adam was able to explain things to us we didn't understand and he would contact us regularly with updates.I would, without doubt recommended Adam to all my family and friends.”

5Superb2 Reviews

“Very pleased with the service provided by Suraj. He explained everything so well and answered all my questions. I didn't feel pressured and he gave me time to think it all over and is always at the end of the phone if I have any queries. Very knowledgable and friendly, would recommend.”

5Superb1 Reviews