Treetops Financial Planning Ltd - Wetherby

Treetops Financial Planning Ltd: A Comprehensive Guide

Treetops Financial Planning Ltd, located at Wetherby Business Centre, 14-18 York Rd, Wetherby LS22 6SL, United Kingdom, is a reputable financial planning company that offers a range of services to its clients. With a phone number of 1135263779, and a website at partnership.sjp.co.uk, Treetops Financial Planning Ltd is dedicated to providing personalized financial solutions to meet the unique needs of each client.

Specialties and Services

• Financial planner: Treetops Financial Planning Ltd specializes in offering comprehensive financial planning services to help clients achieve their financial goals.

Other Points of Interest

• Online appointments: The company offers the convenience of scheduling online appointments for clients who prefer not to visit the office in person.
• Onsite services: Treetops Financial Planning Ltd provides a range of onsite services to cater to the needs of its clients.
• Wheelchair accessible parking lot: The company's location features a wheelchair accessible parking lot, making it easier for clients with mobility issues to access the office.
• Wheelchair accessible restroom: Treetops Financial Planning Ltd also offers a wheelchair accessible restroom, ensuring that all clients can use the facilities comfortably.
• Restroom: In addition to the wheelchair accessible restroom, the company provides a general restroom for clients.
• Appointment required: It is recommended to make an appointment prior to visiting the office to ensure that a representative is available to assist you.

Opinions and Reviews

Treetops Financial Planning Ltd has received positive feedback from its clients, with a total of 5 reviews on Google My Business. The average opinion rating is 5/5, indicating a high level of satisfaction among those who have used their services. One client noted that Ade and Helen have been looking after their wealth portfolio for several years and have provided excellent service. The client also praised Ade's advice as being on point and relevant to their needs, and appreciated the good relationship they have built with the company.

Another client expressed their satisfaction with the company's commitment to being there when needed, stating that they cannot recommend Treetops highly enough.

Final Recommendation

If you are seeking a reliable and professional financial planning company, Treetops Financial Planning Ltd is an excellent choice. With their range of services, convenient online appointment scheduling, and commitment to client satisfaction, they are well-equipped to help you achieve your financial goals. To learn more about their services or to schedule an appointment, visit their website at partnership.sjp.co.uk.

👍 Reviews of Treetops Financial Planning Ltd

Chris L.

5/5

Ade and Helen have been looking after my wealth portfolio for a few years now and they’ve been nothing short of brilliant to deal with.

Ade’s advice is always on point and relevant to my needs. We have a really good relationship and I know he’s always there if I need to bend his ear.

I cannot recommend Treetops highly enough.

Neil S.

5/5

Adrian is an excellent financial adviser. He is meticulous, thorough, highly knowledgeable and very personable. I would have absolutely no hesitation in recommending him. For all you may think you are very capable of sorting out your own finances it is not until you sit down with somebody who has the expertise of Adrian that you realise there are many things that you have overlooked or not even considered. I would highly recommend him whatever stage in life you are at. For us, his setting out of the likelihood of us achieving our goals as we approach retirement has been invaluable.

Martine M.

5/5

Fantastic service. From the initial planning of the meetings by Helen, to the advice and explanation of the reports. I would not hesitate to recommend Adrian.

Jan M.

5/5

I have been using the services of Adrian Arnold of Treetops Financial Planning for a number of years, since my husband and I retired. We were seeking independent advice on our pensions and investments. Adrian is easy to talk to, efficient and thorough, asking questions about our future plans. He clarifies what our options are and takes time to explain. Meetings are followed with a written comprehensive summary which is precise and easy to understand. I have no hesitation in recommending Treetops Financial Planning.

Laura

5/5

I have been extremely impressed with the service I have received from Adrian, Treetops Financial Planning. The advice is easy to understand and clearly presented. Adrian helps you to understand the benefits whilst ensuring you recognise the risks involved. The advice is tailored to my personal circumstances which are well understood by Adrian. I highly recommend Adrian as an excellent financial advisor.