Plan and Prosper 97 Ormeau Road, Ormeau, Belfast BT7 1SH
About the Business
Plan and Prosper is a finance and insurance agency located in Belfast, United Kingdom, at house suite 7, 91, 97 Ormeau Rd, Ormeau. As a leading establishment in the field of financial planning, investment, and insurance, Plan and Prosper is committed to helping you create a solid financial foundation for your future.
Our team of experienced and knowledgeable professionals specializes in providing personalized financial solutions that cater to your unique needs and goals. We understand that every individual has distinct financial aspirations and challenges, and therefore, we take pride in offering tailored services to suit your specific requirements.
Whether you need assistance with retirement planning, investment management, wealth protection, or any other financial aspect, we offer a range of top-quality services to help you achieve your objectives. Our advisors work closely with you to create a customized financial plan that considers your short- and long-term objectives.
Moreover, we understand that insurance is a critical aspect of financial planning, which is why we offer a wide range of insurance solutions to protect your assets and income. From health insurance and life insurance policies to auto and property insurance, we have got you covered.
At Plan and Prosper, we value our clients' trust and commitment, and we strive to provide the highest level of customer service. We are dedicated to building lasting relationships with our clients to ensure that we are always there for them when they need us.
With our expertise, dedication, and personalized approach, Plan and Prosper is undoubtedly a point of interest for anyone who wishes to take their financial planning to the next level. We invite you to contact us today and take the first step towards financial security and prosperity.
Location & Phone number
house suite 7, 91, 97 Ormeau Rd, Ormeau, Belfast BT7 1SH, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I had my Will writing appointment with Luke and we were absolutely delighted with the service. He was able to review our estate and fix the problems we have been worried about for years. Our life insurance is now a lot better value and will make sure my children will be provided for. The Will we have received is exactly what we wanted and has put our minds at ease. I couldn't recommend this company enough. Thank you for everything."
"Never had life insurance before but thought the time was right when I became a father. Great service from start to finish, friendly advice and helped me pick a plan that doesn't break the bank. I had looked elsewhere but Plan and Prosper had been recommended to me by a friend. They also threw in a free Will, another thing I had not thought about. Overall I was happy with my experience and would definitely go back."
"Aaron Mcaleer from the company has been amazing, so helpful and great customer service. The company was able to sort my will and all legal matters with efficiency, would recommend."
"I would like to tell everyone just how kind, considerate understanding and respectful, I found Plan &Prosper are to deal with, I have just completed some legal documents with Aaron McAleer who is one of their legal representatives, and I would have no hesitation recommending them ."
"I've found working with this company a breeze. All due to the help from Aaron Macleer has been amazing, so helpful and great customer service from completing a will for me and other members of my family to completing power of attorney. I wouldn't hesitate to recommend you to friends and family."
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