All Sorted Financial Planning Limited 4 Rose Hill, Southport PR9 0SN
About the Business
Welcome to All Sorted Financial Planning Limited, your go-to establishment for professional financial planning services in the United Kingdom. Located at the heart of Southport, our insurance agency provides our valued clients with a comprehensive range of financial planning tools designed to help you effectively manage your wealth, secure your future, and achieve your life goals.
At All Sorted Financial Planning Limited, we understand that managing your finances can be a daunting task. That's why we offer our clients access to a team of experienced financial advisors who are dedicated to providing you with personalized, result-oriented solutions to meet your unique needs. Our team prides itself on our in-depth knowledge of the financial industry, as well as our ability to stay up-to-date with the latest market trends and regulatory changes.
Our point of interest services includes investment planning, retirement planning, wealth management, and insurance solutions to help you safeguard your family's financial security. From building a diverse investment portfolio that matches your risk appetite to creating a holistic financial plan that will sustain your income when you retire, our team is committed to empowering you with the knowledge and resources you need to secure your financial future.
When you choose All Sorted Financial Planning Limited, you can rest assured that you are receiving the highest quality services tailored to your specific needs. So why wait? Contact us today to schedule a consultation with one of our experienced financial advisors, and let us show you how we can help you achieve financial success.
Photos
Location & Phone number
4 Rose Hill, Southport PR9 0SN, United Kingdom
Hours open
Monday:
09:45 - 19:00
Tuesday:
09:45 - 19:00
Wednesday:
09:45 - 19:00
Thursday:
09:45 - 19:00
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Reviews
"Due to a change of circumstances I had to cancel my policy, which had only been running for just over a month. I was told that I could either reduce my monthly payments or be charged 7 £250 cancellation fee. When I asked for a copy of the policy they said they couldn't provide a copy because it was cancelled. But I'd still have to pay £250. They contacted me by text message. The messages were so unprofessional that I thought it's probably scammers. Thinking about it that's just what they are. AVOID THEM AT ALL COSTS."
"I had to cancel my policy due to rapid changes (thanks to the pandemic) and now they want to charge me £250 per person when I clearly state that I am unable to pay. Such a shame that people are not protected. All Sorted Financial Planning is such a huge trap. Be aware, don't fall in. The company members have no values to consider, no human rights, no dignity and zero empathy."
"I was extremely impressed and satisfied with the service. Tom has ensured I have not only a cheaper but more comprehensive policy. He was very polite and understanding as well as knowledgeable in the service he was promoting. This confidence then caused my thought process to calculate my options and I have now had complete and effective service delivery."
"I received 4 phone calls in 3 days from them wanting to discuss a life insurance policy. I told them on the first call that I wasn't interested and asked them not to call again. Pointless, they are everything that is wrong with sales people. Very, very unprofessional and would recommend anyone to look elsewhere."
"My policy was almost half the premiums of my previous life insurance! I had excellent service from Callum Macneil, when told i was pushed for time he was really efficient but thorough, and followed up to make sure i was happy with the policy."
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