Award Financial Planning Ltd - Fleet

Award Financial Planning Ltd: A Comprehensive Overview

Award Financial Planning Ltd stands as a reputable and highly regarded financial services provider operating from its address at 30 Teaseltun, Fleet GU51 5BY, United Kingdom. The company offers a comprehensive suite of financial solutions, catering to individuals seeking expert guidance in various aspects of their financial lives. With a dedicated team of experienced professionals, Award Financial Planning Ltd prides itself on delivering personalized advice and support, fostering long-term client relationships built on trust and transparency. Their commitment to excellence is reflected in consistently positive feedback and a robust operational framework.

Specializations and Services

At its core, Award Financial Planning Ltd functions as a financial planner, meticulously analyzing client’s financial circumstances, goals, and risk tolerance. They offer a holistic approach, considering all facets of an individual’s financial picture. Furthermore, they operate as a skilled financial consultant, providing strategic recommendations on investments, retirement planning, tax optimization, and estate planning. A key service they deliver is acting as a mortgage broker, assisting clients in securing the most suitable mortgage options from a wide range of lenders. This specialized expertise simplifies a complex process for first-time buyers and those looking to refinance or remortgage.

• Financial Planning: Developing tailored strategies to achieve financial goals, including retirement, education, and major life events.
• Financial Consulting: Providing expert advice on investment portfolios, wealth management, and financial product selection.
• Mortgage Broking: Securing competitive mortgage rates and terms from a diverse network of lenders.
• Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors like income, expenses, and longevity.
• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax income.

Location and Accessibility

The company’s physical location at 30 Teaseltun, Fleet GU51 5BY, provides a convenient and professional setting for client consultations. It’s a well-established address within the community, suggesting a stable and reliable business operation. Award Financial Planning Ltd prioritizes client accessibility, offering a wheelchair-accessible car park, ensuring that individuals with mobility limitations can easily access the premises. Furthermore, the facility includes a toilet for client convenience. It is strongly recommended that clients schedule appointments in advance to guarantee availability and receive dedicated attention from a financial advisor.

Client Feedback and Reputation

Award Financial Planning Ltd consistently receives high praise from its clients, as evidenced by the impressive 5/5 average rating on Google My Business. This exceptional feedback underscores the company’s commitment to client satisfaction and its ability to deliver exceptional service. Numerous reviews highlight the professionalism and expertise of the advisors, particularly mentioning Aaron’s dedication to guiding clients through the complexities of mortgage applications. One client’s testimonial describes a first-time buyer experience significantly simplified by Aaron’s guidance, navigating seemingly insurmountable hurdles with remarkable efficiency and clarity. The consistent positive reviews suggest a strong focus on building trust and establishing lasting client relationships. The company’s approach appears to be deeply rooted in understanding each client's unique needs and tailoring solutions accordingly.

Contact Information

For further information or to schedule an appointment, clients can reach Award Financial Planning Ltd via the following:

• Phone: 7809199488
• Website: awardfinancialplanning.com

Award Financial Planning Ltd is dedicated to providing a supportive and informative environment for individuals seeking to achieve their financial aspirations. Their commitment to accessibility, combined with their specialized expertise and positive client feedback, positions them as a trusted partner in navigating the often-challenging world of personal finance. The company’s dedication to personalized service and clear communication is undoubtedly a key contributor to its success.

👍 Reviews of Award Financial Planning Ltd

Maximus P.

5/5

As a first time buyer I was very much unfamiliar with the endless terms and legal hinderances you can come across with setting up a mortgage. Aaron was extremely professional in helping me navigate this to a successful outcome and I won't hesitate in asking for his assistance once more come renewal time.

Garry E.

5/5

I was put in contact with Aaron through a friend as my financial knowledge was quite poor. Aaron supported me in getting my pensions in order. Which sounds straight forward but Aaron explained (immaculately) that there are alternatives out there for me to ensure I get the most out of my pensions for my retirement. Again my knowledge is limited but Aaron was able to explain things in a way that easy for me to understand. He was incredibly supportive and caring in wanting to ensure that he did the absolute best he could for me. I don't think I would go to anyone else for my financial advice. I'm so grateful for everything and would highly recommend his services!

lynnette B.

5/5

I met up with Aaron to discuss my old existing ISA’s and opening a new one for this new financial year and also to discuss my existing private pension with thoughts of moving it. I’m recently retired and in a rental property and wanting to maximize my remaining house sale funds.
I found him so easy to talk to and he explained everything to me in language that even I could understand. There was no hard sales pitch and any questions I had during and after the meeting, he answered without hesitation and put my mind at rest.
My new ISA is now set up and old ones also transferred over and my pension also being sorted.
Thank you Aaron, I feel really confident in my decisions!

Abigail D.

5/5

I have had Aaron as my financial advisor for the last 5 months, and see my investments grow significantly. He explains financial concepts in simple terms and is always friendly and approachable. Aaron is truly a people person who never makes you feel stupid, no matter how basic your questions might be. I highly recommend him to anyone looking for a knowledgeable and personable financial advisor!

William M.

5/5

Couldn't be happier with the service Aaron offered!

Aaron is so easy to talk to and friendly. At every point he was there to answer questions and support me, making me feel at ease and comfortable with the decision making, keeping me informed of all my options.

I would recommend highly and will be using him again going forward!

Paul D.

5/5

My wife and I have worked with Aaron for the last few months, we have found him to be extrememely personable and always ready to help in offering sound advice, very happy with our choice of making him our Financial Advisor.

Bryoney J.

5/5

Aaron is so helpful and informative! It has been so great to gain a better understanding from him and he always explains things so that you can understand thoroughly. Highly recommend!