Studio 61 Wealth Management - Lytham Saint Annes

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For individuals and families seeking comprehensive financial planning services, Studio 61 Wealth Management presents a dedicated approach to achieving long-term financial goals. Located at Address: 18 Cambridge Rd, Lytham Saint Annes FY8 5PJ, United Kingdom, and accessible via Phone: 8001116768, the firm offers personalized strategies tailored to meet diverse needs. Their website, Website: studio61wealthmanagement.co.uk, serves as a valuable resource for prospective clients seeking more information about their services and philosophy.

About Studio 61 Wealth Management

Studio 61 Wealth Management is a firm specializing in providing bespoke financial planning solutions. They operate with the core principle of understanding each client’s unique circumstances, aspirations, and risk tolerance. Their services extend beyond simple investment advice, encompassing retirement planning, inheritance tax planning, and overall wealth management strategies. The team at Studio 61 emphasizes a collaborative approach, working closely with clients to develop a roadmap for financial security and prosperity. They aim to build lasting relationships based on trust and transparency, ensuring clients are fully informed and comfortable with every decision.

Key Features and Services

• Personalized Financial Plans: Each client receives a customized plan designed to align with their specific objectives.
• Investment Management: Studio 61 offers a range of investment options, carefully selected to match client risk profiles and desired returns.
• Retirement Planning: They assist clients in strategizing for a comfortable and secure retirement, considering factors such as pension contributions, income planning, and estate planning.
• Tax Planning: The firm provides guidance on minimizing tax liabilities through effective planning and efficient use of available allowances.
• Estate Planning: Studio 61 assists with structuring estates to ensure assets are distributed according to client wishes while minimizing inheritance tax.
• Ongoing Support: Clients benefit from continuous monitoring and adjustments to their plans as their circumstances evolve.

Location and Accessibility

Studio 61 Wealth Management’s physical location at 18 Cambridge Rd, Lytham Saint Annes FY8 5PJ, United Kingdom is easily accessible. The firm is committed to providing a welcoming environment for all clients. To enhance accessibility, the office features a wheelchair-accessible car park and a wheelchair-accessible toilet, demonstrating their dedication to inclusivity. Appointments are recommended to ensure adequate time for personalized consultations, allowing the team to fully understand each client’s requirements. Clients are advised to contact the firm in advance to schedule an appointment.

Client Feedback and Reputation

Currently, Studio 61 Wealth Management has 0 reviews on Google My Business, indicating a relatively new establishment or a limited online presence. Consequently, the Average opinion: 0/5 reflects a lack of readily available client feedback at this time. However, this does not necessarily reflect the quality of the services provided. It’s important to note that building a strong online reputation takes time and consistent positive client experiences. The firm is actively working to encourage clients to share their feedback, which will contribute to a more comprehensive understanding of their service delivery.

Contact Information and Further Information

Potential clients can readily contact Studio 61 Wealth Management through the following channels:

• Phone: 8001116768
• Website: studio61wealthmanagement.co.uk
• Address: 18 Cambridge Rd, Lytham Saint Annes FY8 5PJ, United Kingdom

The website offers a wealth of information, including details about the team’s expertise, investment philosophies, and service offerings. Prospective clients are encouraged to explore the site to gain a deeper understanding of Studio 61 Wealth Management’s approach to wealth management. It’s also worth noting that, while the firm prioritizes personalized service, they strive to provide a comfortable and supportive environment for all clients.

Key Considerations for Potential Clients: Given the limited online reviews, due diligence is recommended. Requesting a consultation allows individuals to assess the firm’s professionalism, communication style, and overall suitability for their financial needs. A thorough discussion of goals, risk tolerance, and financial circumstances is essential to ensure a mutually beneficial partnership. The team at Studio 61 Wealth Management is committed to delivering tailored solutions that empower clients to achieve their financial aspirations.

Furthermore, the firm’s commitment to accessibility demonstrates a dedication to serving a broad range of clients. The wheelchair-accessible car park and toilet facilities are valuable amenities for individuals with mobility challenges. Scheduling an appointment ensures a focused and productive consultation, allowing the financial planner to address specific needs and concerns.

In conclusion, Studio 61 Wealth Management offers a focused approach to financial planning, with a commitment to personalized service, accessibility, and client education. While currently lacking extensive online reviews, the firm’s dedication to its clients and its accessible location make it a potentially valuable resource for those seeking expert financial guidance. Further investigation through a direct consultation is highly recommended.

",
"summary": "Studio 61 Wealth Management provides personalized financial planning services from Lytham Saint Annes, focusing on investment management, retirement planning, and tax strategies, with a commitment to accessibility and client support.",
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