Point to Point Financial Management - Wantage
Address: 4, Point to Point Financial Management, East Lockinge, Wantage OX12 8QG, United Kingdom.
Phone: 7747100264.
Website: pointtopointfm.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Point to Point Financial Management
⏰ Open Hours of Point to Point Financial Management
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Point to Point Financial Management: A Comprehensive Overview
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Point to Point Financial Management (PTPFM) presents itself as a highly regarded financial planning and consulting firm dedicated to providing tailored solutions for individuals seeking to achieve their financial goals. Located at 4, Point to Point Financial Management, East Lockinge, Wantage OX12 8QG, United Kingdom, and readily accessible via telephone at 7747100264, PTPFM offers a sophisticated blend of expertise and personalized service. Their website, pointtopointfm.co.uk, serves as a central hub for information and scheduling appointments.
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Specializations and Services
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The firm specializes in providing comprehensive financial planning and expert financial consulting. They cater to a diverse clientele, assisting them with a broad range of financial matters. These services typically encompass:
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- Retirement Planning: Helping clients strategically plan for a secure and comfortable retirement, considering factors such as savings, investments, and potential income streams.
- Investment Management: Developing investment strategies aligned with individual risk tolerance and financial objectives, aiming to maximize returns while minimizing potential losses.
- Tax Planning: Providing advice on tax-efficient strategies to minimize tax liabilities and optimize financial outcomes.
- Estate Planning: Assisting clients in structuring their estates to ensure their assets are distributed according to their wishes and to minimize estate taxes.
- Financial Goal Setting: Collaborating with clients to establish clear financial goals and develop actionable plans to achieve them.
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PTPFM distinguishes itself through a commitment to building strong, long-term relationships with its clients. They prioritize understanding each clientâs unique circumstances, values, and aspirations before crafting customized strategies. The firm consistently demonstrates a commitment to transparency and clear communication, ensuring clients are fully informed and comfortable with every aspect of their financial plan.
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Location and Accessibility
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The firmâs physical location at 4, Point to Point Financial Management, East Lockinge, Wantage OX12 8QG, United Kingdom provides clients with the opportunity for in-person consultations. Furthermore, PTPFM offers online appointments, expanding accessibility for those located further afield or with mobility limitations. The premises are designed to be fully wheelchair-accessible, featuring a dedicated wheelchair-accessible car park and entrance. A wheelchair-accessible toilet is also available for client convenience. A standard toilet is also provided. Appointments are recommended to ensure sufficient time for a thorough discussion and personalized attention.
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Client Feedback and Reputation
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Based on publicly available reviews on Google My Business, PTPFM enjoys overwhelmingly positive feedback, consistently averaging a 5/5 rating. Clients frequently commend the firmâs professionalism, the clarity of its advice, and the genuine care demonstrated by its advisors. One client, for instance, noted the exceptional quality of the information provided and the overall professionalism of Peter and Natalie, expressing complete confidence in their recommendations and readily recommending the firm to others. Another client highlighted the firmâs ability to clearly explain complex financial concepts, making them accessible and understandable. The consistent praise suggests a dedication to client satisfaction and a strong reputation for delivering results.
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Key Features and Benefits
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- Personalized Financial Planning: Tailored strategies designed to meet the specific needs of each client.
- Experienced Professionals: A team of qualified and experienced financial planners and consultants.
- Comprehensive Services: A wide range of financial services to address various client needs.
- Accessibility: Convenient online and in-person appointment options, with full accessibility features.
- Client-Focused Approach: A commitment to building strong relationships and providing exceptional client service.
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In essence, Point to Point Financial Management offers a secure and knowledgeable partnership for individuals seeking to navigate the complexities of personal finance. Their dedication to accessibility, personalized service, and demonstrable expertise contributes to their strong reputation within the industry. The firmâs unwavering focus on client well-being ensures that each client receives the support and guidance needed to achieve their financial aspirations.
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"summary": "Point to Point Financial Management is a highly-rated financial planning firm offering personalized advice and a wide range of services, with a strong commitment to accessibility and client satisfaction.",
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👍 Reviews of Point to Point Financial Management
