Greenwood Financial Advice - Bexhill-on-Sea

Address: Woodland Cottage, Westcourt Dr, Bexhill-on-Sea TN39 3NA, United Kingdom.

Website: greenwoodfinancialadvice.co.uk.
Specialties: Financial planner.

Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

Location of Greenwood Financial Advice

Greenwood Financial Advice Woodland Cottage, Westcourt Dr, Bexhill-on-Sea TN39 3NA, United Kingdom

Greenwood Financial Advice is a financial planning firm located at Woodland Cottage, Westcourt Dr, Bexhill-on-Sea TN39 3NA, United Kingdom. They can be reached by phone at [insert phone number here]. Their website is [Website: greenwoodfinancialadvice.co.uk.]

The company specializes in providing financial planning services to its clients. Greenwood Financial Advice is dedicated to helping its clients achieve their financial goals by providing personalized financial advice and strategies.

Their office is situated in a charming cottage, providing a warm and welcoming environment for clients to discuss their financial concerns and aspirations. The location is easily accessible and offers ample parking for visitors.

Greenwood Financial Advice has received 27 reviews on Google My Business with an average rating of 5/5. This is a testament to the high-quality service and professionalism that the company provides to its clients.

Here are some features that make Greenwood Financial Advice stand out:

1. Personalized Financial Advice: Greenwood Financial Advice takes the time to understand each client's unique financial situation and goals. They create personalized financial plans that are tailored to each client's specific needs.
2. Experienced Financial Planners: The team at Greenwood Financial Advice has years of experience in the financial industry. They are knowledgeable and experienced in providing financial advice and strategies that work.
3. Fiduciary Responsibility: Greenwood Financial Advice operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
4. Comprehensive Financial Planning: Greenwood Financial Advice offers a wide range of financial planning services, including retirement planning, investment management, tax planning, and estate planning.
5. Transparent Fee Structure: Greenwood Financial Advice has a transparent fee structure, which means clients know exactly what they are paying for and how much they are paying.

If you are looking for a financial planner who is dedicated to helping you achieve your financial goals, Greenwood Financial Advice is an excellent choice. With their personalized financial advice, experienced financial planners, and commitment to acting in their clients' best interest, you can feel confident that your finances are in good hands.

We highly recommend visiting their website [Website: greenwoodfinancialadvice.co.uk] to learn more about their services and to schedule an initial consultation. It's an excellent first step towards achieving your financial goals.

Reviews of Greenwood Financial Advice

Greenwood Financial Advice - Bexhill-on-Sea
Mari Firbank
5/5

I started pension planning quite late in life, which had been a major concern for me. A friend recommended Will, who took the time to assess my options in a practical way and came up with a solution that not only fit my budget but also ensured I would have the security I need at retirement. It's been a huge weight off my shoulders. Will is fantastic to work with—not only is he highly knowledgeable, but he’s also available to continue to work with you on adapting options as circumstances change. Highly recommend him.

Greenwood Financial Advice - Bexhill-on-Sea
Tracey Stinson
5/5

We had about 6 different pensions when Will started advising us. He quickly and efficiently amalgamated the ones he could and gave us the best advice going forward. It’s so reassuring that as we are nearing retirement we have the dedicated knowledgeable help from Will.
Would highly recommend

Greenwood Financial Advice - Bexhill-on-Sea
Tamara Sparks
5/5

Working with Will Greenwood from Greenwood Financial Advice was a standout experience. His knowledge in life insurance was clear from the start, and he provided a joint plan that perfectly met our needs. Will's clear explanations made complex financial decisions easier to grasp.

Amidst the stress of mortgage applications, Will's efficient process in securing our life insurance was a significant relief. His professional advice was delivered with a personal touch, ensuring we felt supported throughout. We're grateful to Will for his exceptional service, which gave us peace of mind when we needed it most. Thank you, Will, for making a typically overwhelming process feel straightforward and manageable.

Greenwood Financial Advice - Bexhill-on-Sea
D Tibs
5/5

I recently needed some timely advice concerning options for a small pension pot. I contacted Will and he responded really quickly and discussed several options that were open to me. One that he pointed out had not occurred to me and it turned out to be the simplest and best use of the funds.

It was reassuring to speak to Will with his knowledge and expertise and, being local, to be able to meet if needed. His advice gave me confidence in choosing the best option for my retirement planning. Am very glad to recommend. Thank you Will.

Greenwood Financial Advice - Bexhill-on-Sea
Tamara Stevens
5/5

Will has been very professional and thorough with explaining to me my options going forward as I'm close to retirement. He listened to my concerns carefully and had clear recommendations that suit my level of risk and investment requirements. He has also got in touch with my current retirement accounts and has come back with clear guidance to utilise the accounts effectively. He has been proactive and communicative with any forms required.

Beyond that, he is easy to speak with, personable and helpful making these discussions easy. I feel much more confident moving forward.

Greenwood Financial Advice - Bexhill-on-Sea
Eileen Bacon
5/5

Just had a very productive meeting with Will Greenwood, regarding investments after a bereavement. The information he gave was very helpful and we will be investing with him in the future. He is very friendly and very knowledgeable, would definitely recommend.

Greenwood Financial Advice - Bexhill-on-Sea
Danielle Plail
5/5

I recently contacted Will for advice regarding personal financial matters and tax queries.
Will was incredibly helpful and friendly and I I was very grateful for his very clear explanations which will certainly help me in making future financial decisions. I would highly recommend his services.

Greenwood Financial Advice - Bexhill-on-Sea
Tina Silva
5/5

I searched through the St Leonards group for a pension adviser and Will Greenwood’s name came up several times in recommendations. I met with Will who guided me skilfully through the pile of documents I had to complete to claim my pension. He very kindly spent an hour with me advising which parts of the documents I needed to fill in and how. I was left very reassured and in fact my pension monies have now arrived. In fact, I was so impressed that I’ll be contacting him later in the year to discuss possible investments. Highly recommend.

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