Method Financial Planning - Bishop's Stortford

Method Financial Planning: A Comprehensive Overview

Method Financial Planning stands as a reputable and established financial consultant firm dedicated to providing bespoke financial guidance and support to clients across a wide range of needs. Located at Millers Three, Millars Maltings, Southmill Rd, Bishop’s Stortford CM23 3DH, United Kingdom, the firm operates with a commitment to personalized service and long-term financial well-being. Clients seeking expert advice on investments, retirement planning, and overall financial strategy will find Method Financial Planning to be a reliable partner.

Contact Information & Location

For those wishing to engage with Method Financial Planning, the following details are essential:

• Address: Millers Three, Millars Maltings, Southmill Rd, Bishop’s Stortford CM23 3DH, United Kingdom
• Phone: 1279295928
• Website: methodfp.com

The firm’s physical location offers a welcoming environment for both in-person and online consultations, demonstrating a dedication to accessibility and convenience.

Specialties and Services

Method Financial Planning specializes in a comprehensive suite of financial services, tailored to meet the unique circumstances of each client. These services typically encompass:

• Investment Planning: Strategically managing investments to achieve specific financial goals.
• Retirement Planning: Developing a robust plan for a comfortable and secure retirement.
• Pension Planning: Maximizing pension contributions and ensuring optimal benefits.
• Financial Planning: Creating a holistic financial plan addressing all aspects of a client's financial life.
• Estate Planning: Assisting with the efficient transfer of assets to future generations.

The firm prides itself on a personalized approach, recognizing that every client’s situation is distinct. Financial advisors at Method Financial Planning take the time to thoroughly understand a client's objectives, risk tolerance, and financial circumstances before formulating a customized strategy.

Accessibility and Amenities

Method Financial Planning is committed to providing a comfortable and inclusive experience for all clients. The premises feature several accessibility enhancements, including:

• Online Appointments: Convenient virtual consultations for clients who prefer remote communication.
• On-site Services: Traditional face-to-face meetings available for a more personal touch.
• Assistive Hearing Loop: Facilitating clear communication for individuals with hearing impairments.
• Wheelchair-Accessible Seating: Ensuring comfort and accessibility for clients using wheelchairs.
• Wheelchair-Accessible Toilet: Providing convenient access to restroom facilities.
• Toilet: Standard restroom facilities available.
• LGBTQ+ Friendly: A welcoming and inclusive environment for all clients, regardless of sexual orientation or gender identity.
• Transgender Safe Space: A space that prioritizes the safety and comfort of transgender and gender non-conforming individuals.
• Appointment Required: All appointments necessitate a scheduled meeting.
• Appointments Recommended: Proactive scheduling is encouraged for optimal service.
• Paid Multi-storey Car Park: Convenient parking facilities available at a cost.
• Paid Parking Lot: Accessible parking options are available for a fee.
• Paid Street Parking: Street parking is available, subject to local regulations and fees.

The firm’s dedication to inclusivity extends beyond physical accessibility; Method Financial Planning fosters a culture of respect and understanding.

Client Feedback and Reputation

Method Financial Planning has garnered overwhelmingly positive feedback from its clientele. The company maintains 21 reviews on Google My Business, reflecting an average rating of 5/5. This outstanding reputation is a testament to the firm’s commitment to professionalism, expertise, and client satisfaction. Clients consistently commend the advisors’ sound financial advice, care and attention to detail, and efficient management of their affairs. Many appreciate the advisors’ ability to tailor advice to their individual needs and demonstrate a genuine interest in their clients’ lives. Notably, several clients have expressed confidence in the firm’s ability to guide them through retirement, indicating a long-term commitment to their financial well-being. The consistent praise highlights a strong foundation of trust and reliability.

In conclusion, Method Financial Planning offers a comprehensive and accessible approach to financial planning, supported by a dedicated team of professionals and a commitment to client satisfaction. For individuals seeking a trustworthy and knowledgeable financial consultant, Method Financial Planning represents an excellent choice.

👍 Reviews of Method Financial Planning

Carolyn F. H.

5/5

We have had Martin Jackson as our Financial Advisor for the last 3 years. We have always found him to be both professional and personable in his approach and give sound financial advice with reference to our investments. We value his care and attention to detail and found him to be efficient and effective in his management of our affairs. He tailors his advice to our personal needs, and takes an active interest in our lives. He has helped us to clarify our financial needs and plan for the future. We consider that we have found someone who we trust to guide us through our retirement.

Danielle S.

5/5

Martin Jackson is reliable, trustworthy and knowledgeable. He meets with us every six months to discuss our finances in detail and walks us through our portfolio, patiently answering any questions we might have, and always following up after each meeting. Having always given good advice and never steered us wrong, I fully trust Martin and genuinely believe that he has our best interests at heart. I have already recommended Martin to others and will continue to do so.

Kate V.

5/5

Martin Jackson provides excellent, knowledgeable, professional, considered and methodical advice. He fully understands my specific financial requirements and my ongoing goals. Martin explained the options available in the lead up to retirement and has helped me with my long term financial planning with investments and pensions. A real people person, he is always quick to respond to any queries, is utterly reliable and trustworthy.

Kevin R.

5/5

I have known Martin now for over 3 years, in that time I have built up a complete trust in him and his advice. He keeps things simple and easy to understand. Always gives you the pros and cons for any investments so you can make an informed choice. I would definitely recommend Martin to take good care of all your financial planning.

Rebecca R.

5/5

We found Martin to be very easy to chat to, very knowledgeable and really keen to understand and help with the issues we discussed with him. He provided clear, straightforward and pertinent advice that was exactly what we needed, and we would absolutely recommend his services. Thank you Martin!

Kevin W.

5/5

I was passed martins details from my accountant having had a quick conversation about planning for my future.

I have always been hesitant regarding pension and financial planning experts, however, Martin is a true professional.
He explained the process and the different options available in a way that made sense without all the confusing jargon that others would use.

He is extremely personable and interested in what makes me tick as an individual to ensure his advice fits me perfectly
.
I already strangely regard Martin as a friend and am sure we will have a very long working relationship together.

Would I suggest Martin to anyone else? Simply, YES!

Thank you Martin for your valuable assistance with the financial planning for my future.

Ben U.

5/5

Martin was brilliant at helping me understand my pension and investment options and explained things very clearly and in simple terms. He was very personable and was really enthusiastic about understanding what was important to me, and how I could make the most of my financial situation and planning for the future. His industry knowledge, experience and advice was excellent, I would certainly recommend Martin to anyone else looking to ensure their finances are invested in the right way.

David W.

5/5

Martin Jackson is the consummate professional when it comes to overseeing my pension and financial planning requirements.

What I particularly like about his approach is his ability to simplify sometimes complex financial matters, explaining how and why he is choosing to invest my money, to maximise the returns.

He operates with full transparency and over the five years I’ve known him he has gained my total trust.

Not only is he highly skilled in pension management and much broader financial planning, he is extremely personable and someone I now regard as a friend.

Method Financial Planning is a relatively new entity, but be in no doubt, Martin is no novice!

I cannot speak highly enough of him and he comes with a 5 Star recommendation.