ProPlan Financial Advice Limited - Clitheroe

Address: The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB, United Kingdom.
Phone: 1200411955.
Website: proplanfa.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of ProPlan Financial Advice Limited

☎️1200411955

⏰ Open Hours of ProPlan Financial Advice Limited

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

ProPlan Financial Advice Limited

ProPlan Financial Advice Limited is a reputable financial planning firm located at The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB, United Kingdom. The company is dedicated to providing high-quality financial planning services to its clients and has built a strong reputation for delivering exceptional advice and support.

Specialties

The firm specializes in offering comprehensive financial planning services, helping clients achieve their long-term financial goals by creating tailored plans to suit their unique needs and circumstances. Some key aspects that make ProPlan Financial Advice Limited stand out from its competitors include their wheelchair-accessible facilities, such as parking, entrance, and seating, ensuring that the firm is accessible to all clients.

Contact Information

For those interested in learning more about ProPlan Financial Advice Limited, or to schedule a consultation, please visit their website at proplanfa.co.uk. You can also reach them by phone at 1200411955.

Average Opinion

With 24 reviews on Google My Business, ProPlan Financial Advice Limited boasts an impressive average rating of 5/5, a testament to the firm's dedication to providing top-notch financial advice and excellent customer service. Clients consistently praise the knowledgeable and friendly nature of the team, as well as their ability to break down complex financial concepts and ensure a thorough understanding of each recommendation.

Customer Experience

One notable testimonial highlights the personal recommendation from a friend who was already a satisfied client of ProPlan Financial Advice Limited. The reviewer shared their positive experience with the firm's friendly and approachable advisor, who took the time to explain complex financial matters and always checked for understanding. This dedication to client satisfaction is evident throughout the firm's reviews, with many clients expressing complete trust in their financial advisor's expertise and recommendations.

Final Recommendation

For anyone seeking reliable and expert financial advice, ProPlan Financial Advice Limited is an excellent choice. With their commitment to client satisfaction, accessibility, and a strong track record of success, there is no doubt that this firm can help you achieve your financial goals. We highly recommend visiting their website or contacting them directly to learn more about their services and how they can assist you in securing your financial future.

👍 Reviews of ProPlan Financial Advice Limited

ProPlan Financial Advice Limited - Clitheroe

alison S.

5/5

Steven was recommended to me by a friend, an existing client of his ,when I was seeking help with my complex occupational pension options initially. I found him very friendly and always willing to explain everything and to check that I was happy with his advice and understood.
I would have no hesitation in recommending him.

Martin A.

5/5

Highly professional and extremely knowledgeable, Steven has been our trusted, financial advisor for a number of years. He has a very friendly and approachable manner making communication with him easy. He meets us regularly, providing sound advice and ongoing support. We would have no hesitation in recommending Steven to others.

Mandy E.

5/5

Steven has looked after myself and my husband for many years. He has given us some fantastic advice which enabled us to retire in March 2023 which is earlier than we ever thought possible. 6 months on and we are comfortable and happy and couldn't have done it without Steven's very patient help and clear guidance.

Peter L.

5/5

Steven has been our financial advisor for many years. During this time he has given us sound, professional advice, always in a friendly and approachable manner.
We had no hesitation in recommending Steven to other family members.

Philip H.

5/5

We are delighted with the advice that we have received from Steven. He is engaging and informative and has recently analysed our finances, suggesting changes that will be of real benefit to us. We have no hesitation in giving Steven the highest possible reccomendation.

Becca E.

5/5

My advisor, Steven has been great at explaining my options in simple language to help me make decisions. He had explained options without pressurising me for decisions at any point. The plan he has arranged is doing well already. I wish I had used ProPlan sooner!

Julie S.

5/5

Professional advice and guidance and my trusted advisor. Lisa Estill has provided invaluable and continued support and guidance over many years and empowered me to make informed decisions around securing my financial future. No hesitation in recommending her as a trusted financial advisor.

Frank B.

5/5

Steven combined our various pensions and AVCs into individual plans.
Consulting with Steven we now have a clear and concise plan for our future lives in retirement.
Plus a lot less paperwork.