Temple Piper Financial Planning - Burford

Temple Piper Financial Planning

Temple Piper Financial Planning es una empresa de planificación financiera con sede en Fulbrook, Burford, en el condado de Oxfordshire, Reino Unido. La empresa se encuentra ubicada en The Lodge, Woodgrove Farm, Fulbrook Hill, Fulbrook, Burford OX18 4BH, United Kingdom y puede ser contactada por teléfono en 1993835192 o a través de su sitio web en templepiper.co.uk.

Especialidades

Temple Piper Financial Planning se especializa en planificación financiera, con un enfoque en brindar consejos y servicios personalizados a sus clientes. Los servicios ofrecidos incluyen la creación de plan de ahorro, la inversión, la planificación de la jubilación y la gestión de activos.

Otras características

La empresa ofrece una variedad de características que la distinguen de otras empresas de planificación financiera. Algunas de estas características incluyen:

• Appointments en línea
• Servicios en el sitio
• Parking para personas con discapacidad
• Restaurante
• Amistosa con la comunidad LGBTQ+
• Área de transgénero segura
• Parking y baño accesibles

Opiniones

La empresa tiene 29 reseñas en Google My Business, con una media de 5/5 estrellas. Los clientes han elogiado a la empresa por su profesionalismo, conocimiento y capacidad para explicar conceptos complejos de manera sencilla. Muchos clientes han mencionado que la empresa ha sido una herramienta valiosa para su planificación financiera y han recomendado sus servicios a amigos y familiares.

Características y beneficios

Al trabajar con Temple Piper Financial Planning, los clientes pueden esperar recibir:

Consejos personalizados y servicios de planificación financiera

Un enfoque en la atención al cliente y la satisfacción

Acceso a una variedad de herramientas y recursos para la planificación financiera

Un ambiente seguro y acogedor para todos los clientes

Por qué elegir Temple Piper Financial Planning

Temple Piper Financial Planning es una empresa de confianza con una larga trayectoria de servicio a sus clientes. Con un equipo de expertos en planificación financiera, la empresa puede ayudar a los clientes a alcanzar sus objetivos financieros y a planificar su futuro con confianza. Al elegir Temple Piper Financial Planning, los clientes pueden esperar recibir un servicio personalizado y de alta calidad que se adapte a sus necesidades individuales.

👍 Reviews of Temple Piper Financial Planning

Christine W.

5/5

We have been using Temple Piper for a number of years and previously Paul Temple was our advisor. Since Paul has retired, I would have no hesitation in recommending Michael to anyone. He is professional, knowledgeable and explains everything regarding our investments and retirement plans. He manages portfolios for other family members who are also extremely happy with the advice provided.

Alison W.

5/5

We contacted Michael for some initial retirement planning advice and have been very impressed with his professional approach and his ability to explain things clearly and consisely. Although we don't need ongoing help at the moment, we will have no hesitation in returning to Michael for assistance nearer the time of our retirements!

Wayne D.

5/5

Before I approached TPC Wealth about 4 years ago to review my financial position and retirement planning I had no idea what my situation was as, like most people I guess, I'd just focused on my career and family. The advice the team gave me and the work they did for me has been genuinely life-changing. Paul and now Michael always have their clients best interests at heart and are able to explain complex financial matters in a straight-talking way that one can understand. Michael is a pleasure to deal with and is always there to help and advise, I always look forward to our meetings and chats. I would have no hesitation in recommending their services.

JANDP S.

5/5

I initially approached Temple Piper with regards to retirement planning several years ago. At that time, Paul clearly explained my options and consequently created a long-term plan which also took into consideration my savings and investments. Subsequent to this, Michael has taken over and has been looking after things for me. I’ve now been retired for a couple of years, and he has consistently provided excellent advice and support. Despite the economic/market issues of the past few years, the retirement plan has proven to be both robust and adaptable. Nothing is too much trouble for Michael and any questions or concerns that I’ve had have been dealt with immediately. He has certainly put my mind at rest on a number of occasions, explaining things clearly and concisely. He’s supported by a professional and efficient team, and I would therefore have no hesitation in recommending Temple Piper to anyone. In fact, I’ve already referred a friend to them who is very happy with the level of service that they’re receiving.

Russell P.

5/5

Michael has always provided me with excellent advice when structuring my pensions, investments and long term financial planning strategy - both personally and for my business. I cannot fault his no-nonsense and straight talking approach. He is a genuine pleasure to deal with, as are all of the team. I would highly recommended their services.

Jeff B.

5/5

Michael P from TPC Wealth has helped me immeasurably over the last half a year to review my financial situation and help me to put it right for both myself and my children's future inheritance. Michael has been an absolute star and has treated me and my situation professionally and as if it was his own. He is so easy to talk to and always there to help explain situations in easy to understand terms. If you need someone to help you then contact TPC Wealth. They are just fabulous. I will be working with Michael until the end of my days on this planet.

Karen R.

5/5

We became one of Michael's new clients only a few years ago, following a personal recommendation. In that time, we have come to appreciate his careful attention to detail and the diligence which he has applied to understanding our particular requirements, then proposing and successfully implementing a strategy for steady growth and stability. We have already recommended Michael and Temple Piper on several occasions and would not hesitate to do so again.

Alex H.

5/5

Michael and his team have given us excellent service and advice. Prior to approaching Michael we had no idea about our pensions or retirement planning, we had tried unsuccessfully to find this information for ourselves, Michael took all the worry away and was professional, approachable and explained everything in a clear and logical way which we understood. We can't thank Michael enough for devising a retirement plan the we are extremely pleased with. We cant recommend Michael highly enough.