The Financial Planning Practice - Harrogate

Introducing The Financial Planning Practice

Located at Windsor House, Cornwall Rd, Harrogate HG1 2PW, United Kingdom, The Financial Planning Practice stands out as a beacon of financial expertise. With a dedicated phone line 1943871627 and a comprehensive website thefpp.co.uk, this firm is easily accessible to those seeking meticulous financial guidance. The practice specializes in financial planning, offering bespoke services tailored to meet individual needs.

Key Features and Services

• Specialties: The firm prides itself on its financial planner expertise, ensuring clients receive personalized advice.
• Services include both Online Appointments and Onsite Services, providing flexibility and convenience.
• Facilities such as a Restroom are available for client comfort.
• An Appointment is required, emphasizing the personalized attention each client receives.

Opinions and Reviews

The firm boasts an impressive average opinion of 5/5 based on 4 reviews on Google My Business. Clients commend Paul, the lead financial planner, for his responsiveness, attentiveness, and professionalism. His ability to understand individual risk tolerance and match investment profiles is highlighted as exceptional. Moreover, Paul's commitment to fair commission practices adds to the trustworthiness of his services.

One review encapsulates the essence of The Financial Planning Practice: "Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning, it is reassuring to know Paul, Claire and the team are always looking out for our best interests. Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment. I would recommend, and do recommend Paul to anyone."

How to Get Started

For anyone considering financial planning, initiating contact through The Financial Planning Practice's website is the first step towards securing a prosperous financial future. Potential clients can easily navigate to the website, book an online appointment, or visit the location in person to discuss their specific financial needs. The practice's transparent and client-centric approach ensures that every individual feels valued and understood.

👍 Reviews of The Financial Planning Practice

Mark H.

5/5

Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning it is reassuring to know Paul, Claire and the team are always looking out for our best interests.
Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment.
I would recommend, and do recommend Paul to anyone.

Roy H.

5/5

I consulted Paul at the Financial Planning Practice shortly before my retirement for advice on consolidating my pension policies and providing the best long-term income. It was not a straightforward situation as there were a number of different providers involved, both in the UK and in Belgium. Paul took great care to weigh up all my assets and requirements, as well as my attitude towards risk, and has set up a pension plan and an ISA for me. He continues to manage those funds on my behalf.

Paul clearly monitors developments in the field of pensions and how they affect his clients throughout the year, not just when an annual review comes round. He explains his recommendations clearly and in detail, and is extremely easy to communicate with. I have now been a client for three years and have no hesitation in recommending Paul and FPP to others.

Naveen V.

5/5

I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner

Emily T.

5/5