Stepping Stones Financial Planning LLP 63 Granby Street, Leicester LE1 6FB
About the Business
Welcome to Stepping Stones Financial Planning LLP, an established finance institution dedicated to helping individuals and businesses achieve their financial goals. Located in the bustling city of Leicester, our team of experienced professionals provides comprehensive financial planning services to a wide range of clients.
At Stepping Stones Financial Planning LLP, we believe that everyone deserves the opportunity to build a secure financial future. Whether you are looking to save for retirement, invest in new opportunities, or protect your wealth, our team is here to guide you through the process.
Our services include financial planning, investment management, retirement planning, risk management, and estate planning. We take a holistic approach to financial planning, considering all aspects of your financial situation and working with you to develop a customized strategy that meets your unique needs and goals.
As a point of interest in Leicester, we are committed to providing exceptional service to our clients, and our team is always accessible and responsive to your needs. We pride ourselves on being transparent, reliable, and trustworthy, and we are dedicated to helping you achieve financial success every step of the way.
If you are looking for a trusted advisor to help you navigate the complexities of your financial situation, look no further than Stepping Stones Financial Planning LLP. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
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Location & Phone number
63 Granby St, Leicester LE1 6FB, United Kingdom
Hours open
Monday:
09:00 - 20:00
Tuesday:
09:00 - 20:00
Wednesday:
09:00 - 20:00
Thursday:
09:00 - 20:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
Closed
Reviews
"Ian and his team are, without question, the best there is when it comes to help and advice regarding mortgages. Ian's friendly professional approach will guide you through every step of the way. Having worked in the property industry for many years, I wouldn't hesitate to recommend Stepping Stones for all your mortgage needs."
"Absolutely fantastic and personal Service for our remortgage and financial management. Paul went above and beyond initially to enquire and discuss our requirements with us, giving us several options before he then passed over to Ellie in his team to liaise with. Ellie kept us updated whilst she worked on these several options, providing constant updates and discussing any challenges with us throughout! Would highly recommend Stepping Stones: a personal and professional service for any mortgage or financial options. Thanks to Paul, Ellie and the whole team!"
"Absolutely amazing company. Stephanie dealt with us with ease and so helpful with our mortgage options in every way! Once we decided what we wanted we had Ellie dealing with all our admin promptly and professionally! Honestly will recommend them to anyone.5* plus service!"
"I would like to thank Stepping Stones and Stephanie Kerry in particular for their support and guidance. I am a first time buyer and Stephanie Kerry was very good. She was always very readily contactable (and even if she didn't answer immediately would follow missed calls with a message and a commitment to call back on the same day which she did so unfailingly). Her customer service was excellent. She was very clear and realistic about expectations and took pains to explain in layman's terms and ensure I understood what was happening at each stage of the process which was invaluable to me as a first time buyer navigating a fairly complex world that I was not at all accustomed to. She was also very empathetic to the uncertainties that a first time buyer such as myself experience and very reassuring in that respect. She was also very good at allowing first time buyers like me arrive at their own decisions and to take their time doing so, whilst keeping me fully informed by a realistic and honest assessment of moving situations. I suspect this is from years of experience of supporting people in my situation. Unfortunately, in this instance, there was no completion, but this was because of my own reassessment of the buying situation following the 'mini-budget'. However, and given the current circumstances, after a couple more years of renting I still intend to buy and will certainly be turning to Stepping Stones to support me in this when the time is right. I think if I were to sum up my experience with Stepping Stones in a few words it would be "honesty, empathy, support, trust and independence of (well informed) decision making"
"The experience with Stepping Stones Financial Planning LLP was a very good one, Stephanie Kerry is amazing, she was the one who worked the most on our case. She showed a lot of professionalism, understanding and patience, taking into account that English is not our native language. She was patient and understanding, she helped us a lot with the mortgage process. She answered quickly and efficiently to all the questions we asked, easy to contact by phone or email. Also, Aimee and Ellie contributed and helped us with all the information we needed, easy to contact and very prompt. We are very satisfied with the services provided by the Stepping Stones Financial Planning team."
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