Method Financial Planning - Bishop's Stortford

Address: Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom.
Phone: 1279295928.
Website: methodfp.com
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Assistive hearing loop, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Paid parking garage, Paid parking lot, Paid street parking.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Method Financial Planning

Method Financial Planning Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom

☎️1279295928

⏰ Open Hours of Method Financial Planning

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

Method Financial Planning: A Comprehensive Overview

Method Financial Planning stands as a distinguished financial consultant firm dedicated to providing comprehensive and personalized financial guidance. Located at Millers Three, Millars Maltings, Southmill Rd, Bishopâs Stortford CM23 3DH, United Kingdom, the firm operates with a commitment to client well-being and long-term financial success. Their dedication to detail and client-centric approach has garnered a strong reputation within the financial advisory sector.

Location and Contact Information

Clients can readily reach Method Financial Planning through their convenient address: Millers Three, Millars Maltings, Southmill Rd, Bishopâs Stortford CM23 3DH, United Kingdom. For immediate assistance, prospective clients can contact them directly at 1279295928. Furthermore, a wealth of information is available on their website: methodfp.com. The website serves as a central hub for understanding their services, accessing resources, and scheduling appointments.

Specializations and Services

Method Financial Planning specializes in providing tailored financial solutions. While they broadly operate as financial consultants, their expertise covers a wide spectrum of financial needs. These include retirement planning, investment management, inheritance tax planning, and overall financial strategy development. The firmâs approach emphasizes a deep understanding of each clientâs individual circumstances, goals, and risk tolerance. They are known for constructing portfolios designed to achieve specific objectives, incorporating a balanced mix of assets to manage risk effectively while maximizing potential returns. The firmâs consistent focus on client needs has led to a rewarding track record.

Key Features and Accessibility

Method Financial Planning prioritizes accessibility and convenience for its clients. They offer both online appointments and onsite services, catering to diverse preferences and schedules. Recognizing the needs of individuals with hearing impairments, the firm utilizes an assistive hearing loop. Furthermore, the office is fully wheelchair accessible, featuring a wheelchair accessible restroom and wheelchair accessible seating. General amenities such as restroom facilities are also provided. For clients requiring convenient parking, a paid parking garage and a paid parking lot are available nearby, alongside paid street parking options. Appointment required for all consultations, ensuring dedicated attention and preparation.

Client Feedback and Reputation

The company maintains a strong reputation, as reflected in its positive client feedback. Currently, Method Financial Planning boasts 16 reviews on Google My Business, all averaging a remarkable 5/5. These reviews consistently highlight the firmâs reliability, trustworthiness, and knowledgeable staff. One recurring theme is the dedication of Martin Jackson, who is frequently praised for his thoroughness, patience, and commitment to clients' best interests. He consistently provides detailed discussions of finances and portfolio performance, addressing client queries with clarity and understanding. The firm's commitment to ongoing communication and proactive follow-up demonstrates a genuine desire to foster long-term client relationships. The emphasis on building trust and providing sound, unbiased advice appears to be central to their operating philosophy.

Further Information

Method Financial Planning is also recognized for its commitment to inclusivity. They operate as an LGBTQ+ friendly firm and maintain a transgender safespace, fostering an environment of respect and acceptance for all clients. The firmâs dedication to these values underscores its broader commitment to ethical and responsible business practices. The combination of professional expertise, client-focused service, and a welcoming atmosphere contributes to its continued success.

👍 Reviews of Method Financial Planning

Method Financial Planning - Bishop's Stortford

Danielle S.

5/5

Martin Jackson is reliable, trustworthy and knowledgeable. He meets with us every six months to discuss our finances in detail and walks us through our portfolio, patiently answering any questions we might have, and always following up after each meeting. Having always given good advice and never steered us wrong, I fully trust Martin and genuinely believe that he has our best interests at heart. I have already recommended Martin to others and will continue to do so.

Kevin R.

5/5

I have known Martin now for over 3 years, in that time I have built up a complete trust in him and his advice. He keeps things simple and easy to understand. Always gives you the pros and cons for any investments so you can make an informed choice. I would definitely recommend Martin to take good care of all your financial planning.

Kevin W.

5/5

I was passed martins details from my accountant having had a quick conversation about planning for my future.

I have always been hesitant regarding pension and financial planning experts, however, Martin is a true professional.
He explained the process and the different options available in a way that made sense without all the confusing jargon that others would use.

He is extremely personable and interested in what makes me tick as an individual to ensure his advice fits me perfectly
.
I already strangely regard Martin as a friend and am sure we will have a very long working relationship together.

Would I suggest Martin to anyone else? Simply, YES!

Thank you Martin for your valuable assistance with the financial planning for my future.

David W.

5/5

Martin Jackson is the consummate professional when it comes to overseeing my pension and financial planning requirements.

What I particularly like about his approach is his ability to simplify sometimes complex financial matters, explaining how and why he is choosing to invest my money, to maximise the returns.

He operates with full transparency and over the five years I’ve known him he has gained my total trust.

Not only is he highly skilled in pension management and much broader financial planning, he is extremely personable and someone I now regard as a friend.

Method Financial Planning is a relatively new entity, but be in no doubt, Martin is no novice!

I cannot speak highly enough of him and he comes with a 5 Star recommendation.

Mick H.

5/5

My wife and I were quite apprehensive as we have little understanding of finance and pension schemes. However, Martin was very patient and explained all our options in a clear and understandable way making the whole process quite straightforward. I wouldn’t hesitate to recommend Method Finance planning to anyone needing honest financial advice.

Ben U.

5/5

Martin was brilliant at helping me understand my pension and investment options and explained things very clearly and in simple terms. He was very personable and was really enthusiastic about understanding what was important to me, and how I could make the most of my financial situation and planning for the future. His industry knowledge, experience and advice was excellent, I would certainly recommend Martin to anyone else looking to ensure their finances are invested in the right way.

Mark C.

5/5

Our first meeting with Martin lasted a couple of hours. He was unbelievable patient, clear open and extremely informative. He gave us options that we didn’t know existed as our previous advisor had never discussed them. He sorted out our future finances in such a way that potentially give us a better quality of life. I would highly recommend him to discuss any financial matters you may have.

Tim C.

5/5

Martin has helped me plan for my future, and create good investments both long and short term to generate a nice income. He has also helped me get the right insurance cover to maintain a good income should I be unable to work.
I have a good lump sum invested in pensions which will secure my long term outcome.
Martin has been great at choosing the right investments that I’m comfortable with, as well as explaining the risks clearly so I can make a well informed decision. Highly recommend!