Little Green Owl Financial Planning Ltd - IFA Astwood Lane, Wychbold, Droitwich WR9 0BU
About the Business
Welcome to Little Green Owl Financial Planning Ltd - IFA, where we pride ourselves on providing expert financial advice and planning services to individuals and businesses alike. Our institution is located in the tranquil surroundings of The Stables Business Centre Walnut Tree House on Astwood Lane in Wychbold, United Kingdom.
As a well-established establishment in the finance sector, we boast an impressive track record of success, and are committed to helping our clients achieve their financial goals. Our team of qualified advisors have a wealth of experience in the industry and are dedicated to providing a personalised service to each and every one of our clients. We understand that everyone’s financial situation is unique, and we tailor our advice accordingly, ensuring that our clients receive the most suitable and effective financial planning solutions.
Our services include investment planning, pension planning, tax planning, protection planning and inheritance planning. We also provide specialist advice on mortgages, equity release, and long-term care planning. Whether you are a first-time investor or a seasoned investor, we are here to help you make informed decisions that align with your personal and business objectives.
At Little Green Owl Financial Planning Ltd - IFA, we understand that finances can be daunting and complex. That is why we are committed to making the process as easy and stress-free as possible. We take the time to explain everything in simple terms, without any jargon, so that you fully understand your options and can make informed decisions.
As a point of interest, we are independent financial advisors which means that we are not tied to any specific products or providers. We can therefore offer impartial advice that is in the best interests of our clients.
We invite you to come and visit us at our warm and welcoming office in Wychbold, or alternatively, you can get in touch with us via telephone or email to arrange a free, no-obligation consultation. Let us help you achieve your financial goals today.
Photos
Location & Phone number
The Stables Business Centre Walnut Tree House, Astwood Ln, Wychbold WR9 0BU, United Kingdom
Hours open
Monday:
09:30 - 17:00
Tuesday:
09:30 - 17:00
Wednesday:
09:30 - 17:00
Thursday:
09:30 - 17:00
Friday:
09:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Excellent service Andrew spends time to explain all options and potential pit falls as well as benefits."
"Andy Johnson has been my pension advisor for a number of years. Andy is highly knowledgeable, very supportive and an excellent guide through the challenges of retirement planning. Andy is very accessible, his advice is easy to understand and he is always available to answer my questions. I also find his annual reviews very thorough and important for my level of confidence in the advice I'm getting. I have recommended Andy to family and friends and would do so in the future."
"Little Green Owl provides a financial planning service to anyone who needs help to make decisions best suited to their needs. Although it has only been in business a short while, one of it's co founders, Andy Johnson brings a wealth of knowledge with his sound background of the financial industry. It is with this judgement makes it easier to sleep at night."
"It's all I could have hoped for from a financial advisor and more. Easy to deal with and thorough. A financial advisor should help you make the right choices for your individual circumstances and Little Green Owl does just that. They should also help you to be better off as well as finacially secure and Little Green Owl has done exactly that for me - I am on track for a much more comfortable retirement than I ever thought possible. Unlike some, they are properly independent too. Highly recommended."
"We like Little Green Owl because it is headed by Andrew. The independent advice he gave us just before we retired was spot on. He put us at ease and listened to us and then comes up with a plan. There was no pressure from him. He is professional, honest and ethical to his core which is why we entrusted our financial retirement into his hands. We have never been disappointed in that decision. When we have needed to make contact he has been very quick to respond. Nothing is ever too much trouble. We would give more than five stars if we could."
List of local businesses, places and services in Birmingham
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos