Woburn Street Financial Planning - Bedford

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Woburn Street Financial Planning: A Trusted Partner for Your Financial Future

Woburn Street Financial Planning is a highly regarded financial planner located in Ampthill, Bedfordshire. The firm operates from a convenient and accessible location at The Old Forge, 39A Woburn Street, Ampthill, Bedford MK45 2HX, United Kingdom. Individuals seeking expert guidance on a range of financial matters can reach them directly at 1525712122. For more detailed information and to schedule an appointment, visitors can explore their comprehensive website at woburnstreet.co.uk.

Location and Accessibility

The firm’s physical address provides a welcoming environment for clients. It’s situated in a historic building, adding to the professional and reassuring atmosphere. Crucially, Woburn Street Financial Planning prioritizes accessibility. The premises feature a wheelchair accessible entrance, a dedicated wheelchair accessible parking lot, and a wheelchair accessible restroom – demonstrating a commitment to serving clients with diverse needs. Restrooms are also available for general use.

Services and Expertise

Woburn Street Financial Planning specializes in providing bespoke financial planning services. They understand that every client’s situation is unique and strive to develop tailored strategies to meet individual goals. While specific offerings may vary, the firm’s core focus centers around helping clients navigate the complexities of personal finance. They appear to cultivate a genuinely collaborative approach, emphasizing building strong, trusting relationships with their clients, as evidenced by feedback suggesting a highly professional and personal service.

Client Feedback and Reputation

The firm has garnered a positive reputation within the local community, reflected in its strong performance on Google My Business, where it currently holds 8 reviews with an impressive average rating of 4.5/5. This indicates a consistently high level of client satisfaction. It’s evident that clients appreciate the confidence and clarity the firm provides, reducing the perceived difficulty of matters such as pension planning. The team clearly demonstrates diligence and expertise, fostering a sense of security for clients entrusted with their financial well-being.

Important Contact Information & Booking

| Feature | Detail |
|------------------|----------------------------|
| Phone Number | 1525712122 |
| Website | woburnstreet.co.uk |
| Address | The Old Forge, 39A Woburn St, Ampthill, Bedford MK45 2HX |

Appointments are required to schedule a consultation. This ensures that the team can dedicate the necessary time and attention to each client's needs.

Final Recommendation

For individuals seeking a reliable and knowledgeable financial planner who prioritizes accessibility and client satisfaction, Woburn Street Financial Planning is an excellent choice. We strongly recommend visiting their website – woburnstreet.co.uk – to explore their services further and schedule a consultation. Let Woburn Street Financial Planning assist you in building a secure and prosperous financial future.

👍 Reviews of Woburn Street Financial Planning

Linda H.

5/5

A highly professional and personal service. The minefield of sorting out our pensions suddenly seemed so straightforward with Danielle's guidance and expertise. From our first appointment we felt so confident and at ease, knowing that we could trust our financial future to be dealt with so diligently. We cannot thank the whole team at Fiona Gray enough - an excellent service that we would certainly recommend.
Martin & Linda Hillier

Simon G.

5/5

Danielle was very thorough when reviewing my pension and has saved me a lot of future trouble. Her knowledge of investments was impressive and I would highly recommend. On contacting the office, I was dealt with very efficiently and everything that was promised was carried out. highly recommended.

Caroline W.

5/5

Danielle was so helpful, I found the financial situation I was in very overwhelming, she broke things down to me into chunks I could handle and helped me make informed choices. She was so friendly, polite and easy to warm to. I honestly can not recommend her enough and feel very confident in using her in any future matters I need assistance with.

Julia G.

5/5

Excellent at helping guide you though the financial minefield of pensions, sickness cover and just about everything financially you need to plan and do. Danielle has given me some great advice over the years, personally I couldn't do without her help! More than 5 star service.

Tricia B.

5/5

For a number of years we have had our financial affairs looked after extremely professionally by Danielle, now at Fiona Gray Financial Planning. Her advice is clearly based on our personal circumstances and future needs which has been to our considerable benefit.

lee C.

1/5

Rang for a free consultation. No free consultation as was told I would have to pay £50. Telephone manner very blunt and not inviting for a new customer you. Not what i was expecting from a business...

Maria

5/5

Professional and helpful.

Helen B.

5/5