Keyplan Wealth - Christchurch

Keyplan Wealth

Keyplan Wealth, located at Address: 31Footners Lane, Burton, Christchurch BH23 7NT, United Kingdom, is a reputable financial planning company that has been providing expert advice and services to clients in the United Kingdom. With a phone number of 1590630630 and a website at keyplanwealth.co.uk, they have made it convenient for potential clients to reach out and learn more about their offerings.

Specializing in financial planning, Keyplan Wealth has built a strong reputation for delivering personalized and tailored solutions to meet the unique needs of each client. Their commitment to excellence and client satisfaction is evident in their extensive range of services, which include online appointments, onsite services, and wheelchair accessibility, ensuring that all clients can access their services with ease.

With an impressive average rating of 5/5 based on 7 reviews on Google My Business, Keyplan Wealth has garnered a loyal customer base and positive feedback. One notable testimonial praises their financial advisor, Alex, for providing exceptional advice on mortgages and life insurance, resulting in significant savings and peace of mind for the client. This is just one example of the many success stories that have contributed to Keyplan Wealth's outstanding reputation in the industry.

Keyplan Wealth's dedication to their clients is further demonstrated by their commitment to staying up-to-date with the latest industry trends and regulatory changes. Their team of experienced professionals works closely with each client to develop comprehensive financial plans that take into account their unique goals, risk tolerance, and time horizon.

In addition to their core financial planning services, Keyplan Wealth also offers a range of other financial solutions, including pensions advice and investment management. By providing a holistic approach to financial planning, they aim to empower their clients to achieve long-term financial stability and security.

With their top-notch services, wheelchair accessibility, and exceptional customer reviews, Keyplan Wealth is undoubtedly a leading financial planning company in the United Kingdom. For anyone seeking expert advice and personalized solutions to achieve their financial goals, Keyplan Wealth is definitely worth considering.

Specialties: Financial planner

Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom

👍 Reviews of Keyplan Wealth

Oliver W.

5/5

Alex is my personal financial advisor. Before the recent hikes in interest rates Alex advised me of my mortgage options and due to his advice I was able to secure a deal at market beating rates. This has undoubtedly saved me significantly. Alex has also provided me with comprehensive life insurance and pensions advice. I would thoroughly recommend his services.

Simon

5/5

I wouldn't hesitate to recommend Alex to anyone looking for financial advice.

He makes what can be a very complex and intimidating issue easy to understand and provides clear context on where you are and how to get to where you want to be.

More importantly, he dedicates a large part of his time to understanding your personal needs and goals so he can provide the best advice possible.

Speaking to Alex is one of the best decisions we have made, and his advice has already allowed us to achieve some goals which we previously thought were beyond our reach.

It's no exaggeration to say that the advice we have received has been literally life changing.

Lloyd W.

5/5

Exceptional Pension Advice. I had an appointment with Alex Today, a clear expert in his field, presented in a clear manner. Offering a personable approach. Other benefits included ISA Advice too. Will continue to use his services for ever more.

James W.

5/5

Had a very good and constructive meeting which laid out a plan that suited my needs. They were very professional and didnt try the hard sell or anything like that, in fact i came way from the meeting feeling more confident about my financial options going forward than i have ever done.
I would highly recommend this company and will gladly do business with them again in the future. J.Wilson

Layla S.

5/5

I can't recommend Alex enough! He's very knowledgeable, friendly and hard working. He makes a topic I really don't understand relatable.

Amy H.

5/5

Great service and communication, would highly recommend.

Laura W.

5/5