The Financial Planning Practice Cornwall Road, Harrogate HG1 2PW
About the Business
Welcome to The Financial Planning Practice, the premier establishment for finance in Harrogate, United Kingdom. Our mission is to provide essential financial services to businesses and individuals in the local community seeking to secure their financial future. We offer personalized financial planning services aimed at helping our clients achieve their long-term financial goals.
Our team of experienced financial planners are highly trained to provide clients with tailored recommendations based on their unique financial needs. We understand that financial planning can seem complex and overwhelming, which is why we work closely with clients every step of the way to ensure they have a clear understanding of their options and the potential outcomes of each decision. Our financial planning services cover a broad range of topics, including investment management, retirement planning, estate planning, tax planning, and more.
Located at Windsor House, Cornwall Rd, in the heart of Harrogate, The Financial Planning Practice is a point of interest for individuals and businesses seeking financial guidance. We are committed to providing a welcoming and comfortable environment for our clients, where they feel confident and secure in sharing their financial concerns and goals. Our team is dedicated to delivering the highest level of customer service, and we strive to build long-term relationships with each of our clients to ensure their financial security for years to come.
Whether you are just starting to plan for your financial future, or looking to refine your existing portfolio, The Financial Planning Practice is here to help. Contact us today to schedule a consultation to see how we can assist you in reaching your financial goals.
Photos
Location & Phone number
Windsor House, Cornwall Rd, Harrogate HG1 2PW, 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
"Paul has been looking after our financial affairs for the last 15 years, and has always been extremely responsive, attentive and professional. In the minefield of financial planning it is reassuring to know Paul, Claire and the team are always looking out for our best interests. Paul is thorough in understanding the individual's attitude to risk, and fitting the investment profile to match, and is never looking to take unreasonable commission on any investment. I would recommend, and do recommend Paul to anyone."
"I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner"
"I consulted Paul at the Financial Planning Practice shortly before my retirement for advice on consolidating my pension policies and providing the best long-term income. It was not a straightforward situation as there were a number of different providers involved, both in the UK and in Belgium. Paul took great care to weigh up all my assets and requirements, as well as my attitude towards risk, and has set up a pension plan and an ISA for me. He continues to manage those funds on my behalf. Paul clearly monitors developments in the field of pensions and how they affect his clients throughout the year, not just when an annual review comes round. He explains his recommendations clearly and in detail, and is extremely easy to communicate with. I have now been a client for three years and have no hesitation in recommending Paul and FPP to others."
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