Rhodes Brook Financial Ltd - Liverpool

Rhodes Brook Financial Ltd: A Trusted Financial Planning Expert

Location: Nestled in the heart of Woolton, Liverpool, Rhodes Brook Financial Ltd is located at Cabot Lodge, 4 Cabot Grn, Woolton, Liverpool L25 4TZ, United Kingdom.

Contact Information: For inquiries or to schedule a consultation, Phone: 1514285174.

Online Presence: Their professional services are showcased on their website rhodesbrook.co.uk, providing further insights into their services and expertise.

Specialties: As a dedicated financial planner, Rhodes Brook Financial Ltd specializes in crafting personalized financial strategies tailored to individual needs and goals.

Key Features:

• Customized Financial Planning: They take the time to understand both short-term and long-term financial objectives.
• Expert Knowledge: Their team, led by Luke, is highly knowledgeable and patient, adept at explaining complex financial concepts clearly.
• Comprehensive Service Range: From retirement planning and investment strategies to budgeting advice, they cover a broad spectrum of financial services.
• Client-Centric Approach: Recommendations are made with the client's risk tolerance and objectives in mind.
• Restroom Facilities: A practical point of interest, the office includes restroom facilities for visitors.

Opinions and Reviews: With an impressive 33 reviews on Google My Business, the average opinion stands at a highly positive 5/5. Clients rave about the exceptional experience working with Luke, who not only understands their financial goals but also provides practical and strategic advice.

Key Testimonials: "I've been working with Luke for a few months now and the experience has been exceptional. He took the time to truly understand my financial goals, both short-term and long-term, and offer tailored advice that feels both practical and strategic." This reflects the personalized service and in-depth understanding that set Rhodes Brook Financial Ltd apart.

Recommendations for Prospective Clients: For those seeking financial guidance, Rhodes Brook Financial Ltd offers a comprehensive and personalized approach. It's beneficial to schedule an initial consultation to discuss your specific financial situation and goals. Given the high average rating, potential clients can expect a professional, supportive, and knowledgeable service experience.

Additional Points of Interest: While the restroom facilities are noted as a minor point, the overall atmosphere of the office likely contributes to a comfortable and productive environment for clients.

Summary: Rhodes Brook Financial Ltd stands out as a reliable and personalized financial planning service in Liverpool, offering tailored advice and strategies to meet individual financial needs with a strong track record of client satisfaction.

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👍 Reviews of Rhodes Brook Financial Ltd

Jonathan P.

5/5

I’ve been working with Luke for a few months now and the experience has been exceptional. He took the time to truly understand my financial goals, both short-term and long-term, and offer tailored advice that feels both practical and strategic.

Luke is incredibly knowledgeable and patient, always willing to explain complex financial concepts in a way that’s easy to understand. Whether it’s retirement planning, investment strategies, or budgeting, they consistently provide thoughtful recommendations that align with my risk tolerance and objectives.

Vivienne M.

5/5

Contacted Luke after being made redundant I have never had to sort anything like pensions or finance out before so I didn't know what to expect. From our first meeting he was so friendly and put my mind at ease he explains everything in a way you understand and has really helped me stop worrying looking forward to the next meeting

Peter C.

5/5

Having met Luke in the last couple of months, sorting my pension and savings for my wife and I has been easy going. We have understood the process from start to finish because he explains everything in layman terms. Would recommend Luke to anyone who needs advice in these matters

Nichola S.

5/5

For the past year Luke has been helping my husband and I plan for the future. He has a really authentic, genuine approach which makes it extremely easy to ask as many ‘silly questions’ as needed! I would highly recommend Luke to anyone.

Laura K.

5/5

Absolutely unbelievable and very professional service working with Luke. Very reassuring and confident in helping me make the best decisions for my future with my best interests at heart
Would highly recommend and appreciate everything you have helped me and my family to achieve.

marie T.

5/5

so glad luke was recommended to me he explained things to me in simple language that I understood he put me at ease and made me feel comfortable would highly recommend luke to anyone needing a financial advisor

Lynn D.

5/5

Recently met with Luke and appreciated his interest in my particular circumstances and what is best for me. I've been with Rhodes Brook for a while and trust the advise received and appreciate the simple explanations of things I don't understand. Id recommend both Matt and Luke who have helped me a great deal.

john C.

5/5

Entering the world of finance can be daunting but Luke has guided myself and my wife Julie through it with ease and reassurance,we now understand how everything works and couldn’t have chosen anyone better, thanks again to Luke and everyone at Rhodes Brook Financial Ltd