Sandringham Financial Partners - Darlington - Darlington

Overview of Sandringham Financial Partners - Darlington

Nestled in Darlington, United Kingdom, at the address 41-43 Grange Rd, Darlington DL1 5NB, Sandringham Financial Partners - Darlington stands out as a reputable financial planning firm. With a phone number of 1325808075 and a website at sandringham-darlington.co.uk, this company offers tailored financial advice and planning services. They specialize in providing financial planning, ensuring clients like you have a secure future.

Location and Accessibility

Situated in Darlington, a town known for its proximity to the countryside and city amenities, Sandringham Financial Partners is easily accessible. The address is straightforward, and their parking facilities cater to all, including wheelchair accessible parking and restrooms. This attention to detail ensures that everyone, regardless of mobility, can visit without hassle.

Services and Specialties

The firm prides itself on being client-centric, offering online appointment booking and onsite services. This flexibility is particularly useful in today's world, allowing clients to choose the convenience that suits them best. Rachel, a key figure at the firm, has been a pivotal part of their success, providing financial planning for years. Clients rave about her expertise and the proactive approach she takes, ensuring they always feel informed and supported.

- Specialties: Financial Planning
- Additional Services: Online Appointments, Onsite Consultations

Client Reviews and Opinions

The average opinion of Sandringham Financial Partners is impressively 5/5, based on 5 reviews on Google My Business. A glowing testimonial reads: "Rachel has been supporting me with my pension and financial planning for many years now, I wouldn’t trust anyone else." This reflects the exceptional service and trust clients have in the firm's representatives.

Another review highlights the full understanding and proactive communication, stating, "We have a great working relationship with full understanding of my wants, needs and lifestyle priorities." The staff's responsiveness and comprehensive insights are highlighted as key factors, making clients feel valued and informed.

Recommendations for Prospective Clients

For anyone considering financial planning services, Sandringham Financial Partners - Darlington offers a compelling option. Their focus on individual needs, combined with their impressive client satisfaction scores, sets them apart. Here’s what you should consider:

- Schedule a Consultation: Take advantage of their online booking feature to arrange a time that suits you.
- Prepare Questions: Given Rachel’s proactive approach, coming prepared with questions will make the most of your visit.
- Accessibility Matters: Their accessible facilities ensure a comfortable experience for all clients.

👍 Reviews of Sandringham Financial Partners - Darlington

Paul W.

5/5

Rachel has been supporting me with my pension and financial planning for many years now, I wouldn't trust anyone else.

We have a great working relationship with full understanding of my wants, needs and lifestyle priorities - this really helps when discussing the 'what ifs' going forward.

Rachel is always responsive to my questions with comprehensive and inciteful answers and proactive in contacting me regularly or when plan milestones are reached.

Highly recommended.

Valerie B.

5/5

I got in touch with Rachel Denham last year during the first lockdown in connection with my two private pensions. I needed to have these pensions in one pot and did not have a clue how to go about doing it. Rachel came out to my house and advised me the best way to do this. I left this in her very capable hands and a few weeks later my two private pensions were amalgamated into one pot and ready for me to use when needed. Rachel is very friendly, professional and efficient and I can't thank her enough for sorting this problem out for me.

Nick B.

5/5

Tris has been managing my retirement savings for several years now and has done an excellent job of consolidating everything and planning for when I retire next year. Having worked abroad for 20 years I had a range of savings and investments scattered across different countries.Tris has done a great job of pulling these together and simplifying them into a set of investments designed to meet my retirement goals and giving me the confidence to retire knowing the these are being well managed. Would happily recommend his services.

alan B.

5/5

My financial advisor Rachel is very professional and explains everything so I am fully aware of what is happening with my pension pot, fluctuating markets are explained and I am always put at ease by Rachel. I have friends who also use Rachel as their advisor and all find her professional and very knowledgeable.

Rosie

5/5

Tristan has provided me with excellent guidance regarding my investment portfolio. His advice was tailored to my needs, and he took the time to explain the pros and cons of various options. Wouldn’t hesitate to recommend his services.