Amber Financial Planning (Amber Wealth Creation Ltd) - Witney

Amber Financial Planning: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Amber Financial Planning (Amber Wealth Creation Ltd) presents itself as a reliable and client-focused service provider. Located at Prosperity House, 2 Lodge Rd, Long Hanborough, Witney OX29 8LH, United Kingdom, Amber Financial Planning offers a suite of financial services designed to meet diverse needs. Their dedicated team, reachable at 1993886333, and accessible through their website at amberwealth.co.uk, provides a seamless experience for prospective clients.

Services Offered – A Broad Spectrum

Amber Financial Planning distinguishes itself through a comprehensive range of services, catering to various stages of life and financial goals. Specifically, they operate as a Financial Planner, meticulously crafting tailored strategies to achieve clients’ objectives. Furthermore, they function as a Financial Consultant, offering insightful advice and support to help individuals make informed decisions about their money. The company also extends its expertise as an Investment Service provider, assisting clients with portfolio construction and management, aiming for optimal returns while aligning with risk tolerance. Finally, they act as a Mortgage Broker, facilitating the process of securing suitable mortgage financing.

Key Features and Accessibility

Amber Financial Planning prioritizes client convenience and accessibility. They offer Online Appointments, allowing for flexible scheduling and remote consultations. For those preferring in-person interaction, Onsite Services are readily available. The firm is committed to inclusivity, boasting a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and a Wheelchair Accessible Restroom, ensuring a comfortable experience for all visitors. Free parking lot facilities further enhance convenience. On-site parking is also provided. The business operates with a strong focus on accessibility and comfort, actively working to make their services available to a broader range of clients.

Client Feedback and Reputation

Based on publicly available information, Amber Financial Planning consistently receives positive feedback from its clients. Currently, the company holds 22 reviews on Google My Business, with an Average Opinion of 4.7/5. These reviews consistently highlight the professionalism and dedication of the financial advisors. One client, Paul Chesson, specifically commended advisor Paul Chesson for his generosity, patience, and ability to illuminate complex financial planning concepts. Another client, John Tabbinor, expressed appreciation for his ease of communication, knowledge, and helpfulness. The overall sentiment indicates a strong focus on building trust and rapport with clients. The consistent positive responses suggest a commitment to providing personalized service and achieving favorable outcomes.

Location and Contact Information

The physical location of Amber Financial Planning at Prosperity House, 2 Lodge Rd, Long Hanborough, Witney OX29 8LH, provides a central and accessible point for client meetings. The telephone number, 1993886333, facilitates easy communication, and the website, amberwealth.co.uk, offers a wealth of information and resources. The company’s dedication to providing convenient access and responsive service underscores its commitment to client satisfaction.

Recommendations for Prospective Clients

For individuals seeking a trusted and knowledgeable financial partner, Amber Financial Planning presents a compelling option. Their diverse service offerings, combined with a client-centric approach, position them well to assist with various financial needs, from investment planning to mortgage acquisition. The firm’s commitment to accessibility, as evidenced by its wheelchair-accessible facilities, demonstrates a dedication to inclusivity. Furthermore, the consistently positive client feedback suggests a strong reputation for professionalism and reliability. Contacting Amber Financial Planning today to schedule a consultation is highly recommended to explore how their services can contribute to achieving long-term financial goals. The combination of experience, accessibility, and positive client testimonials makes them a valuable resource for anyone seeking sound financial guidance.

👍 Reviews of Amber Financial Planning (Amber Wealth Creation Ltd)

Sally L.

5/5

Paul Chesson of Amber Wealth is outstanding as my financial advisor, very generous and patient with his time, adeptly illuminating every aspect of planning , prompt with follow-ups, with a knack for making me as a client feel very comfortable with decisions. Professionally and personally an absolute pleasure to work with.

John G.

5/5

We moved over to Amber a couple of years ago,
Our financial advisor is John Tabbinor,
We have found John really easy to get along with,and he is very knowledgeable,and helpful.
Which for us is,reassuring and very much appreciated.

Ian T.

4/5

We have only been working with John Tabbinor for a relatively short time, but he quickly has been able to give us the confidence that he understands our financial needs and objectives. For the most part, John has been able to deliver relevant and effective strategies to minimise our potential inheritance tax exposure, and also to build our current investments.

Jessica W.

5/5

We have been working with John for over a year now. He was great at getting to know our situation and helping us not only learn how to create wealth but also ensure the investments we chose sat well with us. He is always on hand to answer a silly question and reassess when things change for us. We were total novices when we called on Amber Wealth (and still largely are!) but I do feel that John can help us navigate our finances as the years go on, introducing us to new ways of investing and growing our money as our needs change. Thanks John!

Louise M.

5/5

John Tabbinor gave an incredibly informative presentation at University of Oxford Doctoral Training Center.
Clearly outlined all the key pieces of financial knowledge to know as a young person starting their phd.
He very kindly spoke with me after the talk about my own financial planning.
Thank you again.

Veronica C.

4/5

I was recommended to Amber Wealth a number of years ago and have always been extremely pleased with the advice given to me. Of course it is not always an easy ride when worldwide issues come into force, however, I do believe Amber Wealth have managed the funds in the best possible way. The team are always extremely reliable and friendly.

Alan R.

5/5

I have been very pleased with my personal service from David and John. My portfolio is well-managed, has survived the recent financial crisis and has been making substantial gains recently. I can thoroughly recommend Amber Wealth.

Gary W.

5/5

As always, Kurt was thoroughly informative and answered all our questions. He is always very friendly and happy to stay as long as necessary to discuss any matters we may wish to talk about.