Purely Financial Planning LTD Walton-on-Thames - Walton-on-Thames

Purely Financial Planning LTD: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of personal finance, Purely Financial Planning LTD stands as a highly recommended choice. Located in the heart of Walton-on-Thames, Surrey, at 26-28 Molesey Rd, Hersham, Walton-on-Thames KT12 4RQ, United Kingdom, this established firm has garnered a strong reputation for its dedicated service and professional approach. With a readily accessible phone number – Phone: 1932627999 – and a user-friendly website – Website: purelyfinancialplanning.co.uk – Purely Financial Planning LTD offers a convenient and transparent pathway to achieving financial security. The company specializes in two core areas: acting as a trusted mortgage broker and providing insightful financial consulting services.

Services Offered

Purely Financial Planning LTD distinguishes itself through a holistic approach to financial planning. Their expertise extends to:

• Mortgage Brokerage: They assist clients in securing the most suitable mortgage options based on their individual circumstances, income, and long-term goals. The firm prides itself on its access to a wide network of lenders, ensuring competitive rates and terms. They handle the entire mortgage application process, from initial assessment to completion, alleviating the stress and complexity often associated with securing a mortgage.
• Financial Consulting: Beyond mortgages, Purely Financial Planning LTD provides comprehensive financial advice covering a broad spectrum of areas, including retirement planning, investment strategies, and tax optimization. Their advisors take the time to understand a client’s unique financial situation, risk tolerance, and aspirations to develop a tailored plan that aligns with their specific needs.
• Pension Planning: They offer guidance on navigating the complexities of pension schemes, ensuring clients maximize their retirement savings and plan for a comfortable future.
• Independent Advice: Crucially, Purely Financial Planning LTD operates as an independent financial advisor, meaning they are not tied to any specific product providers. This allows them to offer unbiased recommendations, always prioritizing the client’s best interests.

Location and Accessibility

The firm’s physical location at 26-28 Molesey Rd, Hersham, Walton-on-Thames KT12 4RQ provides a convenient point of contact for clients seeking face-to-face consultations. Furthermore, they offer a wheelchair-accessible car park, demonstrating their commitment to inclusivity and accessibility. Appointments are required, adding a layer of personalized service and ensuring sufficient time for in-depth discussions.

Client Feedback and Reputation

Purely Financial Planning LTD has consistently received positive feedback from its clients, as evidenced by its impressive 21 reviews on Google My Business. The average opinion is 5/5, reflecting a high level of client satisfaction. These reviews frequently highlight the firm’s professionalism, knowledge, and dedication to providing excellent customer service. Clients often commend the advisors for their clear explanations, helpful guidance, and proactive approach. Here’s a summary of recurring themes from the Google My Business reviews:

• Expert Knowledge: Clients consistently praise the advisors' deep understanding of the financial industry and their ability to provide tailored solutions.
• Personalized Service: Many reviewers emphasize the attention to detail and the feeling of being treated as an individual, rather than just a number.
• Efficient Process: Clients appreciate the smooth and efficient mortgage application process, with clear communication throughout.
• Trust and Integrity: Several reviewers specifically mention the firm's trustworthiness and integrity, reinforcing their confidence in the advisors' recommendations.

Contact Information and Booking

To schedule an appointment and discuss your financial needs, it is recommended to contact Purely Financial Planning LTD directly via phone at Phone: 1932627999. Alternatively, you can explore their website at Website: purelyfinancialplanning.co.uk for more information and to submit an initial enquiry. The firm’s commitment to client satisfaction and its experienced team make it a valuable resource for anyone seeking sound financial advice and support.

In conclusion, Purely Financial Planning LTD offers a comprehensive suite of financial services within a client-centric environment. Their dedication to providing independent, tailored advice, combined with their accessibility and positive client feedback, positions them as a reputable and reliable choice for individuals and families seeking to achieve their financial goals. The firm’s location in Walton-on-Thames further enhances its convenience and accessibility for local residents.

👍 Reviews of Purely Financial Planning LTD Walton-on-Thames

Sana A.

5/5

My partner and I recently had the pleasure of working with Purely Financial Planning for our mortgage, and we can't recommend them highly enough! As first time buyers, we felt nervous and uncertain about the process. A friend suggested we reach out to Amanda, and we are so grateful we did. She was incredibly understanding and supportive throughout, easing our worries at every turn. Without her guidance, we would have been completely lost!

The customer service provided by Amanda, Lindsay, and the entire team at Purely has been nothing short of outstanding. We wholeheartedly recommend them for anyone seeking financial advice. Thank you all for your exceptional service

Francesca W.

5/5

I would genuinely never use another mortgage advisor after finding Duncan and his team at Purely Financial Planning. They were all wonderful from start to finish and constantly reassured us throughout an extremely stressful purchase. The whole team are so kind and communicate really quickly, both via email and telephone.

I would recommend them to anyone without a doubt and will continue to use their services in future. They really do deserve more than 5 stars.

Juanita A.

5/5

I have had nothing short of an excellent service from Purely Financial. Andrew helped us with our mortgage, Duncan helped us with life insurance and Amanda helped my father-in-law with a Will. All of them were helpful, friendly and explain all the legalities in layman terms which is easy to understand and follow. I also never felt pressurised to accept any quote and they were always happy to answer my questions. I cannot recommend them enough!

Essie P.

5/5

I found out about Purely Financial Planning Ltd, word of mouth, and how lucky were we! We didn't know what to expect when going through the process of buying a house but this company exceeded what would have been our expectations and beyond! I am not one for writing reviews but this company know what it is to give clients the very best service, hence my 5 stars! Not only did this company offer Mortgage advice, they found us the best deal (which was challenging because of my credit history) they were able to assist with completion of our Wills, Life insurance, and house/building insurance! They intervened when we had difficulties with our surveyors, without them I fear further delay's to retrieving the keys to our new house! Purely Financial Planning Ltd give you a all round service and more, nothing is to much for them, they are always at hand to offer advice and explain topics that can be tricky, and they do that with such respect and patience. Duncan and the Team, we are so happy with the service you have given us, we will always recommend you to family and friends. You are our superheroes!!!

Charlotte S.

5/5

Duncan, Lindsay and the whole team at Purely Financial Planning have been amazing!
We want to say a big thank you for helping us get a foot on the property ladder.
They helped to sort out any difficulties we had and were really reassuring during the process.
We would highly recommended their services!

Soma C.

5/5

I would give more than 5 stars if I could! I was recommended purely financial planning from a friend, Andrew who is the director of the company was our main point of contact. From the initial discussion to getting our mortgage approved the process was seamless, I think what a normally stressful process was made very breezy! I honestly couldn’t recommend enough. The rates are very reasonable and worth every single penny! Thank you purely financial & Andrew so much for all your help it’s really appreciated!

Toby S.

5/5

We were given Duncan and the team's details with such glowing and effusive praise that I assumed there could be no way they'd live up to my expectations.

We were wrong: the whole team at Purely Financial were reassuring, prompt and supportive throughout. They took two very stressed small business owning first-timers and guided us expertly through each step of the process. I have already recommended them to friends and colleagues.

Patrick S.

5/5

Could not rate the service that I got from Andrew highly enough. From our first call he was attentive and thorough, bringing a great range of mortgage options and expert advise to help a first time buyer. When we hit a few stumbling blocks, Andrew was quick to provide alternative options and kept me positive throughout that there would be a good outcome. Despite many issues in obtaining the mortgage, Andrew and his team diligently communicated with the lender and we came away with a positive outcome and I avoided getting any grey hairs in the process! Even after achieving the mortgage, Andrew went over and above to help with mortgage protection. Phenomenal service & expertise