Affinity Financial Planning - Birmingham

Affinity Financial Planning

Una empresa de planificación financiera con sede en Birmingham, Reino Unido.

Dirección

Address: 15 High St, Harborne, Birmingham B17 9NT, United Kingdom.

Teléfono

Phone: 1214274000.

Página Web

Website: affinityfinancialplanning.co.uk.

Especialidades

Financial planner y otros servicios de planificación financiera.

Otros datos de interés

Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Apuntamientos recomendados.

Opiniones

This company has 16 reviews on Google My Business.

Media de opinión

Average opinion: 4.8/5.

Características

Ubicación

La sede de Affinity Financial Planning se encuentra en Harborne, Birmingham, Reino Unido.

Información recomendada para una persona que busca sobre el

• Visitar la página web de la empresa para obtener más información.
• Realizar una cita para discutir sus necesidades financieras con un experto.
• Verificar las opiniones y reseñas de otros clientes para obtener una idea de la calidad del servicio.

👍 Reviews of Affinity Financial Planning

D

5/5

Had a very helpful meeting with Darshan. He explained what his company could over and their duty of care for their customers. I felt he understand my query and was able to give me good advice. He spend an hour with me and left with the clarity I was looking for. I would highly recommend Darshan and his firm.

Martina D.

5/5

Visited the office yesterday for some financial advice around my pension.
Darshan spent over an hour with me explaining my options very thoroughly. He was very knowledgeable and professional.
I would definitely recommend the team at Affinity Financial Planning.

Geraldine T.

5/5

A very helpful and informative meeting.Many issues discussed in an unrushed and professional manner. Glad to have taken this first step.

Mike G.

5/5

It has been such a great experience meeting Darshan, Lindsey and the team from Affinity. I have met quite a lot of financial advisors in recent years and was very keen to find someone who i could actually meet face to face and speak to, who understood my goals and aspirations and who i felt i could really trust. I have been delighted with the level of expertise and the friendly, warm approach by the team. And of course, it's nice to see my wealth increasing already too and we only started quite recently. would highly recommend. 🙂

Andy C.

5/5

Excellent commitment to our needs. Care and consideration is always a priority during one to one dealings. Darshan treats all customers as individuals and not just customers.
Highly recommended.

Kate W.

5/5

Darshan is very professional and helpful. Affinity Financial Planning is an excellent service. I feel 100% confident and secure with their handling of my finances.
Thank you

Lee T.

5/5

Darshan and the team are a delight to deal with, they are very informative with all aspects of my pension. I would recommend them.

Steve K.

5/5

Professional financial advice and service, delivered in friendly and easily understood manner. I found a solution here to invest my pension pot with a draw down option when required.