Cardinal Financial Planning and Wealth Management - Ipswich

Address: 8a Warren Heath Rd, Ipswich IP3 8TD, United Kingdom.
Phone: 1473717939.
Website: cardinalwealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cardinal Financial Planning and Wealth Management

☎️1473717939

⏰ Open Hours of Cardinal Financial Planning and Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to Cardinal Financial Planning and Wealth Management

Cardinal Financial Planning and Wealth Management is a reputable financial company located at 8a Warren Heath Rd, Ipswich IP3 8TD, United Kingdom. Offering a range of financial services, this company specializes in providing comprehensive financial planning and wealth management solutions to its clients. Their highly skilled team works closely with clients to ensure their financial goals are met and their wealth is managed effectively.

Core Services and Specialties

The core service of Cardinal Financial Planning and Wealth Management is financial planning. Their financial advisors aim to help clients make informed decisions about their finances and investments. They offer tailored advice and strategies to suit individual needs, ensuring that clients are well-equipped to achieve their financial objectives.

Accessibility and Facilities

Cardinal Financial Planning and Wealth Management understands the importance of accessibility for all clients. They provide wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom facilities to ensure that everyone can access their services comfortably.

Customer Reviews and Opinions

The company has garnered 18 reviews on Google My Business, with a 5/5 average opinion. Many clients have praised the personal and patient approach taken by the financial advisors, such as Richard. One satisfied customer mentioned that "Richard has made a hugely positive difference to our financial planning and investment choices" and "His advice has enabled us to take the right decisions and our savings and investments are now working so much better for us."

Another highlight is the tailored approach to financial planning, which ensures that clients feel their unique financial needs are being addressed. Clients also appreciate the trustworthy and reliable nature of the company, as evident in the many positive reviews.

Why Choose Cardinal Financial Planning and Wealth Management

If you are seeking a financial planning and wealth management company that offers personalized service, accessibility, and a track record of satisfied customers, Cardinal Financial Planning and Wealth Management is an excellent choice. Their expertise, commitment to customer satisfaction, and accessible facilities make them a top contender in the industry.

The company's reputation for excellence is further solidified by their 5/5 average opinion on Google reviews. This high rating is a testament to the quality of service provided and the trust clients have in the company's ability to manage their wealth effectively.

Contact Information and Recommendation

For more information on Cardinal Financial Planning and Wealth Management, or to book a consultation, visit their website at cardinalwealth.co.uk. You can also reach them by phone at 1473717939.

We highly recommend Cardinal Financial Planning and Wealth Management for anyone looking to take control of their finances and secure their financial future. With their expert advice, personalized service, and commitment to accessibility, they are the ideal partner for your financial planning and wealth management needs.

👍 Reviews of Cardinal Financial Planning and Wealth Management

Cardinal Financial Planning and Wealth Management - Ipswich

Rich G.

5/5

Richard has looked after us now for over 2 years and has made a hugely positive difference to our financial planning and investment choices. His patient and personal style has made understanding our options simple. His advice has enabled us to take the right decisions and our savings and investments are now working so much better for us, whilst still tailored to our attitudes towards risk.
Richard has our full trust and we would recommend Cardinal Financial Planning and Wealth Management to anyone looking to understand their finances better and plan for the best future.

Malcolm P.

5/5

Richard has been our financial adviser for various things over the years. We can’t thank Richard & his team enough for all the advise & continuing support that they have given us. He is very good at knowing what is best for each of us as myself & my husband both have different investments with Richard. We would both recommend Richard & James to all are friends & family.

Susan R.

5/5

We have received excellent service from Richard for a number years and have trusted him completely with our financial affairs. He is always willing to help and has a sound knowledge which he shares in a friendly way. We are happy to recommend Cardinal.

Sam W.

5/5

I have been using Cardinal Financial Planning and Wealth Management for a few years and have nothing but positive feedback. The team offer a range of financial and mortgage services in a friendly and approachable way.

My experience has been with Richard setting up and managing a stocks and shares ISA. Richard was excellent at explaining how they work, my attitude towards risk and placing my money in a fund which I was comfortable with and understood. I receive regular advice, updates and consultations from cardinal and have built up a good rapport with the team. Cardinal offers a superb, trustworthy service and I look forward to continue using them going forward.

Han C.

5/5

Cardinal Wealth is a company you can trust. Richard has managed my financial affairs for many years, always with the utmost care, efficiency and professionalism. He is extremely knowledgeable, with a wealth of experience in the industry. This, along with his friendly, personable manner and a genuine ability to listen to a client's financial needs and long term goals, is what makes Cardinal Wealth stand out from the crowd. To anyone looking for a company to manage their money with wisdom, integrity and insight, I would recommend Cardinal Wealth without hesitation.

A K.

5/5

James really helped me to secure a mortgage and always went the extra mile to help me. I am very grateful to him for putting me at ease and being so proactive during such an anxious and stressful time. He was great at communicating with everybody I needed him to speak with and always got back to let me know what the situation was. Even when things looked a bit bleak with my potential lender, James was able to help get us back on track and secure the mortgage for me - even at times when I was stressed and impatient, he was calm and understanding. He then dealt with the bank, my solicitors, estate agents and potential life insurance/critical illness companies on my behalf. Whenever I spoke with Richard and Lydia at Cardinal they were also incredibly helpful. Thank you all!

Chriss V.

5/5

My fixed rate mortgage was due to expire and were looking at doing all the hard work ourselves, but speaking to James he took hold of all of that and got it done so quickly and easily. We did not have to do anything, and he handled it all.

Could not thank or appreciate James & others at Cardinal. If I could give more than 5*, would 100% do so.

Thank you!

Barbara R.

5/5

Cardinal has managed our finances for several years, everything is fully explained and the face to face annual review allows us to check our situation and change as necessary. We can talk directly to our manager at any time and the returns on our investments have exceeded our expectations throughout. A very trustworthy and professional company we would thoroughly recommend.