Chequers Financial Planning Limited - Norwich

Chequers Financial Planning Limited: A Comprehensive Overview

Chequers Financial Planning Limited is a distinguished financial planning firm located at 14 Chequers Mdw, Waterloo, Norwich NR10 3FU, United Kingdom. Established with the mission to provide exceptional financial guidance, the company has garnered a stellar reputation among its clients. With a phone number of 1603710043 and a user-friendly website at chequersfinancialplanning.co.uk, Chequers Financial Planning Limited is committed to making financial planning accessible and understandable for all.

Specialties and Services

The company specializes in financial planning, offering a comprehensive range of services tailored to meet the unique needs of each client. With a focus on personalized attention and expert advice, Chequers Financial Planning Limited has earned a strong track record of helping individuals and businesses achieve their financial goals.

Accessibility and Facilities

Chequers Financial Planning Limited understands the importance of accessibility for all clients. The office boasts wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that everyone can access their services with ease.

Client Reviews and Testimonials

The company has garnered 4 reviews on Google My Business, reflecting its commitment to excellence. Clients consistently praise the firm for its exceptional service, proactive approach, and willingness to go above and beyond to address their financial concerns. One satisfied client, Laura, shares, "Dan has been incredibly helpful in guiding me through the complexities of financial planning. His expertise and personalized approach have made the process seamless and stress-free."

Another satisfied customer, Dan, adds, "I have been working with Chequers Financial Planning Limited for several years, and I couldn't be happier with the results. Their team has consistently provided me with timely and accurate advice, helping me make informed decisions about my financial future."

Average Opinion and Rating

Chequers Financial Planning Limited holds an impressive average opinion rating of 5/5, highlighting the company's commitment to delivering top-notch financial planning services. With a team of experienced professionals and a dedication to personalized customer service, Chequers Financial Planning Limited is the go-to choice for individuals and businesses seeking expert financial guidance.

👍 Reviews of Chequers Financial Planning Limited

India H.

5/5

Laura and Dan have been so helpful and understanding over the years. Not only have they provided me with great advice but also have come back to me on many occasions to check in and provide alternative options. As I'm self employed, I was worried for my situation but they put me at ease straight away. I highly recommend Chequers Financial Planning Limited and will definitely be in touch again.

Peter L.

5/5

I was unsure about my potential next steps towards retirement but Daniel made it really easy to understand the things I needed to consider and potential options. He took time to really understand what I was aiming for and made me feel at ease. With these type of things in life you need to feel like you can really trust the help that you get and Daniel certainly gives you that confidence. I will definitely be recommening him to friends and family for sure .

Kelly R.

5/5

I Would highly recommend Dan & Laura, they helped me set up investments & a pension. They were very professional & friendly & put my mind at ease with everything.
They thoroughly explained & answered any questions & worries I had.
Thankyou so much, I will look forward to meeting up again with you in the near future.

Sally C.

5/5

Great service from Daniel - arrived on time, spent time ensuring I understood the discussion and the products that were being recommended and followed up quickly and effectively - will definitely be contacting them again when I need further advice and have no hesitation recommending this business.