Wessex Financial Planning Ltd - Shaftesbury

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Wessex Financial Planning Ltd: A Leading Financial Planner in Shaftesbury, United Kingdom

Wessex Financial Planning Ltd, located at North Down Cottage, Jenkins Corner, Donhead St Mary, Shaftesbury SP7 9DD, United Kingdom, is a highly regarded financial planning company that has been serving clients in the region for many years. Their phone number is 1747828264 and their website can be found at wessexfinancial.co.uk.

Specializing in financial planning, Wessex Financial Planning Ltd offers a wide range of services to help their clients achieve their financial goals. Some other points of interest include a wheelchair-accessible car park, a wheelchair-accessible toilet, and a standard toilet. It is recommended to make an appointment before visiting.

With 23 reviews on Google My Business, Wessex Financial Planning Ltd has an impressive average opinion rating of 5/5. Clients appreciate the company's knowledgeable staff, personalized service, and commitment to helping them achieve their financial objectives.

Key Features and Services

• Financial Planning: Wessex Financial Planning Ltd offers comprehensive financial planning services to help clients make informed decisions about their money.
• Pension Planning: The company helps clients plan for their retirement by providing guidance on pension options and strategies.
• Investment Management: Wessex Financial Planning Ltd manages clients' investments, ensuring their portfolio aligns with their financial goals and risk tolerance.
• Insurance Advice: They offer advice on various insurance products to help clients protect themselves and their assets.
• Tax Planning: The company assists clients in minimizing their tax liability through effective tax planning strategies.

Accessibility and Convenience

• Wheelchair-Accessible Car Park: Wessex Financial Planning Ltd provides a designated car park for clients with mobility issues.
• Wheelchair-Accessible Toilet: The office is equipped with a wheelchair-accessible toilet for the convenience of all clients.
• Appointments Recommended: To ensure the best service, it is recommended to book an appointment before visiting the office.

Testimonials

Wessex Financial Planning Ltd has received 23 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise the company for its knowledgeable staff, personalized service, and commitment to helping them achieve their financial goals.

Conclusion

In conclusion, Wessex Financial Planning Ltd is a trusted and reputable financial planning company located in Shaftesbury, United Kingdom. With their expertise in financial planning, pension planning, investment management, insurance advice, and tax planning, they are well-equipped to help clients achieve their financial objectives. Their commitment to accessibility, as demonstrated by their wheelchair-accessible facilities, further sets them apart from competitors. If you are looking for a reliable financial planner in the area, Wessex Financial Planning Ltd is definitely worth considering.

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👍 Reviews of Wessex Financial Planning Ltd

Christine D.

5/5

Although I have always been actively involved in family finances, bereavement last year left me with the realisation that I needed to discuss in depth my situation with a totally independent financial adviser.
Ilan of Wessex Financial Planning met with me at my home, introduced himself and the services he offered, then we established what I wanted from his involvement. He took away all the information I provided, incomes, expenses, savings and investments, we then met again to discuss his cashflow forecast and potential investment ideas. Working with Ilan in this way has given me peace of mind, knowing that I can live my life comfortably and provide for my future needs, and those of my family.
I would certainly recommend Wessex Financial Planning to other people, as we said at our initial telephone contact, meeting face to face and establishing whether we can work together is of paramount importance.

Phil C.

5/5

Ilan impressed me enormously. He is very knowledgeable and took a real interest in our life situation and where we are financially. He gave very sound and unbiased advice. I have no reservations in recommending a very honourable man.

Jill C.

5/5

Wessex Financial Planning have dealt with all our financial requirements for many years.
Ilan has provided us with valuable recommendations for investments and is always very thorough when it comes to the annual review. Explaining all aspects in a way that is easy to understand with graphs and detailed history and future predictions. He always keeps us informed which has been very helpful and today recommended transferring money from a general investment account into the flexible ISA. Thus saving capital gains tax and income tax. It’s also good to be visited at home where we can sit comfortably around the table with a coffee while discussing financial matters.
Definitely would recommend Ilan’s services to anyone.

Carolyn H.

5/5

When a family member passed away over a decade ago, we inherited Ilan’s services along with her estate, as he had been advising her, and we couldn’t have managed without him. He helped us to sort out her investments, and gave us excellent advice, and we have continued to use his financial planning services ever since. He is extremely good at explaining everything clearly, is extremely knowledgeable, impartial, patient and efficient.
I wouldn’t hesitate to recommend him to anyone looking for financial and investment advice.

Nick B.

5/5

I originally contacted Ilan some 10 years ago as I had accumulated numerous policies throughout my professional working life and I also needed advice regarding retirement and investments. Ilan from the start took time to investigate my circumstances and take note of my wishes. I felt an immediate financial benefit as the policies i no longer needed were cashed and my outstanding loans paid off. My investments were sorted and pension needs put in place. All have proved to be financially sound and i am now in a much better position financially because of Ilan. I am totally satisfied with Wessex Financial Planning and highly recommend their services

Peter H.

5/5

My wife and I are getting close to retirement, so we sought Ilan's services to conduct a comprehensive review of our pension plans. Ilan came back with a really clear plan, explaining in simple terms all the options available. He provided exactly the information we required and we wouldn't hesitate to recommend him to others who are seeking financial or investment advice.

Karen M.

5/5

Wessex Financial was recommended to us years ago, and we have used them for all our family financial support, and still do. They advise with terminology and paperwork that can be fully understood. Home visits which are essential where the elderly are concerned. Always return phone calls and very prompt replies to emails should you have a query about anything. I would and have, recommended their services to other people.
K. Miller

Vicky G.

5/5

Wessex financial planning is a great service. Ilan has particularly helped us with our pensions, he also provided us with some very helpful graphs, which modelled future predictions and numbers, so we could see where gaps and shortfalls might arise in the future. Ilan provides helpful advice is clear and concise language. This service has been very beneficial and it has helped us to think about the future and take steps now to plan for what we will need in retirement age. We would very much recommend Wessex financial planning.