Legal & Financial Planning Walsall Road, Springhill, Lichfield WS14 0BY
About the Business
Welcome to Legal & Financial Planning! Situated in the tranquil vicinity of Poplars Farm, Walsall Road, Springhill, Lichfield, this esteemed institution provides unparalleled financial planning services to clients seeking professional guidance and expertise in diverse areas of finance. As a leading establishment in the finance industry, we pride ourselves on our track record of achieving financial success for our clients, and our unwavering commitment to their financial well-being.
Our office is staffed with a team of experienced, skilled, and friendly financial planners who have mastered the intricacies of finance, estate planning, social security, and other matters relating to financial planning. We provide a range of financial services such as retirement planning, investment management, estate planning, and tax planning to individuals, families, and businesses in need of financial planning guidance.
We provide personalized services and can tailor our advice and recommendations to your unique circumstances, ensuring that your finances are in good hands as we work together towards achieving your goals. Our goal is to help you establish a viable financial plan and achieve financial stability, growth, and success.
Our institution is open to all individuals who are in need of financial planning advice and guidance, and we welcome new clients with open arms. Whether you are looking to explore new investment opportunities, safeguard your wealth or secure the future of your business, Legal & Financial Planning is dedicated to providing you with the tools and guidance you need to succeed financially.
So, come visit us today at Poplars Farm, Walsall Road, Springhill, Lichfield, WS14 0BY, and experience world-class financial planning services that are sure to transform your future. We look forward to serving you!
Photos
Location & Phone number
Poplars Farm, Walsall Rd, Springhill, Lichfield WS14 0BY, United Kingdom
Hours open
Monday:
09:30 - 15:00
Tuesday:
09:30 - 15:00
Wednesday:
09:30 - 15:00
Thursday:
09:30 - 15:00
Friday:
09:30 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Having taken advice from Leo for 26 years as our circumstances have changed, Leo has always given us the ideal advice to fit our needs at the time, for which we are grateful. The service provided by Leo, Joy and Tracey has always been impeccable, both in the advice and the prompt replies when required. Thank you."
"We have been customers of Leo for many years. When we had Retirement sums of money, we trusted Leo to invest this wisely, and it has proved to be a wise decision. We feel that as we are both in our advanced years, we value the comfort of having Leo to call upon if we have problems – financial or otherwise. Many thanks Gordon and Toni Lester”"
"We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work and it is refreshing and so welcome to receive this when I am on the other side of things. I wouldn’t hesitate to recommend them. Like many clients I am sure, I became aware of Leo and the team through relatives. My parents were clients of Leo’s for many years. The whole team were equally supportive and efficient in helping me during a difficult year. I can’t thank them all enough."
"I have known Leo for many years both as a friend and financial planning advisor. He is one of the most trustworthy, honest and knowledgeable people I have ever met. He tells you as it is - good and bad! He helped me through some very complicated financial matters last year for which I am eternally grateful. His two office staff Tracey and Joy are two of the nicest most professional ladies in the industry. Nothing is too much trouble and queries are dealt with at lightening speed. I would highly recommend Leo and his ladies at Legal @ Financial Planning. Give them a call for a no obligation meeting."
"I have been a client of Legal & Financial Planning for 20 plus years. Making use of their sound advice since the late 90's, I have recently been able to retire (very) early. Leo and his staff are always professional and very customer responsive. L&F Planning is one of a very few organisations that I have recommended to friends and family."
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