Four Pillars Financial Planning - Salisbury

Address: 2, Four Pillars Financial Planning, Oakridge Office Park, Salisbury SP5 3HT, United Kingdom.
Phone: 1722444734.
Website: 4pfp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Toilet, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Four Pillars Financial Planning

Four Pillars Financial Planning 2, Four Pillars Financial Planning, Oakridge Office Park, Salisbury SP5 3HT, United Kingdom

⏰ Open Hours of Four Pillars Financial Planning

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

\n

Four Pillars Financial Planning: A Comprehensive Overview

\n

For individuals and families seeking expert guidance in navigating the complexities of their financial future, Four Pillars Financial Planning stands as a trusted and highly regarded resource. Located at 2, Four Pillars Financial Planning, Oakridge Office Park, Salisbury SP5 3HT, United Kingdom, and reachable by phone at 1722444734, the firm offers a holistic approach to financial planning, underpinned by a commitment to building long-term relationships with its clients. Their website, 4pfp.co.uk, provides further details on their services and philosophy.

\n\n

Specialties and Services

\n

The core specialty of Four Pillars Financial Planning is, as the name suggests, financial planning. However, their expertise extends beyond simply creating budgets and investment portfolios. They specialize in assisting clients with a wide range of financial needs, including:

\n

    \n

  • Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors such as pension contributions, investment strategies, and tax implications.
  • \n

  • Investment Management: Providing tailored investment solutions based on individual risk tolerance, financial goals, and time horizons.
  • \n

  • Inheritance Planning: Offering strategic advice on how to manage and distribute assets across generations, navigating potentially complex multi-generational inheritance processes – a service particularly valued by their clientele.
  • \n

  • Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.
  • \n

  • Estate Planning: Assisting clients in creating comprehensive estate plans that ensure their wishes are carried out and their assets are protected.
  • \n

\n

The team at Four Pillars emphasizes a collaborative approach, working closely with clients to understand their unique circumstances and develop customized solutions. They prioritize open communication and transparency, ensuring clients are fully informed and comfortable with every decision.

\n\n

Location and Accessibility

\n

The office is conveniently situated in the Oakridge Office Park, Salisbury SP5 3HT, providing a professional and accessible environment for client meetings. Wheelchair-accessible car park and toilet facilities are available to ensure convenience for all visitors. Appointments are strongly recommended to allow for dedicated time and attention to each client’s needs, reflecting a commitment to personalized service. Clients consistently appreciate the focused attention they receive during scheduled consultations.

\n\n

Client Feedback and Reputation

\n

The company boasts an impressive average opinion of 5/5 on Google My Business, with 11 reviews highlighting the exceptional service they provide. These reviews consistently praise the team's patience, diligence, and professionalism, particularly when dealing with complex financial situations. One client described the experience as invaluable in navigating a multi-generational inheritance, emphasizing the reassurance gained from a thorough financial planning process. Clients frequently commend the team's ability to translate complex financial jargon into understandable terms, fostering confidence and empowering them to make informed decisions. The firm's commitment to building trust and providing ongoing support has clearly resonated with its client base.

\n\n

Key Features and Benefits

\n

    \n

  • Experienced Professionals: The team comprises qualified and experienced financial planners with a deep understanding of the financial markets and regulatory landscape.
  • \n

  • Personalized Service: Each client receives tailored advice and solutions based on their individual needs and circumstances.
  • \n

  • Holistic Approach: Four Pillars takes a comprehensive view of a client’s financial situation, considering all aspects of their financial life.
  • \n

  • Ongoing Support: Clients benefit from ongoing support and guidance as their financial needs evolve.
  • \n

\n

Ultimately, Four Pillars Financial Planning aims to empower clients to achieve their financial goals with confidence and clarity. They strive to be more than just a financial advisor; they aim to be a trusted partner in their clients’ journey toward financial security. The firm’s dedication to building strong relationships and providing exceptional service has solidified its reputation as a leading financial planning firm in the region.

\n\n",
"summary": "Four Pillars Financial Planning is a reputable UK-based financial planning firm offering personalized advice and comprehensive solutions for retirement, investments, inheritance, and estate planning, consistently receiving high client satisfaction ratings.",
"keywords": [
"Financial Planning",
"Retirement Planning",
"Investment Management",
"Estate Planning",
"Inheritance Planning"
],
"word_count": 971,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}

👍 Reviews of Four Pillars Financial Planning

Four Pillars Financial Planning - Salisbury
Sean D.
5/5

Patrick and the team at Four Pillars have been vital in helping us navigate a complex multi-generational inheritance process with patience, diligence and professionalism. We can’t put a price on the reassurance that we have gained from engaging in a proper financial planning process. We know what we can confidently achieve and when, which has removed all the worry and uncertainty we previously had when trying to “do it ourselves”. Highly recommended.

Four Pillars Financial Planning - Salisbury
Diane C.
5/5

Having recently had my annual meeting with Patrick, I can wholeheartedly recommend him as a financial planner. The agenda was well thought through and considered my lifestyle, financial position, and the performance of my business to adapt the existing strategy. It was all explained in a clear way with a meeting summary and actions sent over shortly afterwards. I look forward to working with Patrick and the Four Pillars Team in the years ahead.

Four Pillars Financial Planning - Salisbury
The F. P.
5/5

Highly recommend Keith and the team at Four Pillars. It really helps to have someone break down how to approach a subject that can feel quite challenging. Keith and the team have taken time to explain each subject and support us through the process. Thank you.

Four Pillars Financial Planning - Salisbury
Martyn S.
5/5

Excellent service from Keith and all of his team on a pensions transfer and the set up of the best model to deal with my situation going forward. I could not recommend him more on everything he has done for me and the planning for my family.

Four Pillars Financial Planning - Salisbury
John M.
5/5

Keith and team have proved reliable, practical and helpful, after some less than impressive experiences with other advisers Keith and his team has been a rock and rebuilt our confidence. We'll be always grateful for his work.

Four Pillars Financial Planning - Salisbury
Derek B.
5/5

I have been with Keith Hartland's financial planning business since my retirement in 2016 and he and his team have always provided me with excellent advice and service.I have reaped the benefit of Keiths experience and knowledge from day one (when he sorted out my retirement situation) and now the provision of ongoing advice on how to optimally benefit from my pension and investments depending on my personal circumstances and varying needs. For me it's an excellent and fruitful relationship with Four Pillars.

Four Pillars Financial Planning - Salisbury
Jane P.
5/5

Keith has been our financial advisor for something like 20 years. He makes complicated things understandable. His team members are competent, caring and capable.
We are pleased to see him as an independent again and are sure that Four Pillars will go from strength to strength.
Bill and Jane Petrie

Four Pillars Financial Planning - Salisbury
V M.
5/5

The best thing about Four Pillars is the personal service that they provide, together with sound advice that takes into account the whole person and their life and circumstances.

Go up