Rise Financial Planning - Stockport

Rise Financial Planning: Una guía integral

Rise Financial Planning es una empresa de asesoramiento financiero con sede en Hazel Grove, Stockport, Reino Unido. La empresa se encuentra ubicada en Address: 14 Hazel St, Hazel Grove, Stockport SK7 4JR, Reino Unido.

Para obtener más información, puede llamar al teléfono 1615154589 o visitar su sitio web en risefp.co.uk.

Cara de la empresa

Rise Financial Planning ofrece asesoramiento financiero personalizado a individuos y familias, con un enfoque en la planificación financiera y la gestión de inversiones.

La empresa está especializada en la brinda asesoramiento financiero en áreas como la planificación para la jubilación, la gestión de deudas y la planificación financiera para la educación de los hijos.

Especialidades

Rise Financial Planning ofrece las siguientes especialidades:

• Financial advisor

Características

Algunas de las características de Rise Financial Planning incluyen:

• Experiencia y credenciales profesionales
• Enfoque personalizado en la planificación financiera
• Gestión de inversiones y planificación para la jubilación
• Asesoramiento financiero para la educación de los hijos

Opciones de contacto

Para obtener más información o programar una consulta, puede contactar a Rise Financial Planning en:

• Address: 14 Hazel St, Hazel Grove, Stockport SK7 4JR, Reino Unido
• Phone: 1615154589
• Website:

Opiniones

Esta empresa tiene 19 reseñas en Google My Business y una media de opinión de 5/5.

Resumen

Rise Financial Planning es una empresa de asesoramiento financiero con experiencia y credenciales profesionales, ofreciendo planificación financiera personalizado y gestión de inversiones.

👍 Reviews of Rise Financial Planning

David F.

5/5

I am incredibly pleased with the service I received from Luke. He was attentive and took the time to explain the different parts of his advice which has helped me to feel in control of my finances. Luke also advised my wife on how best to manage her pensions, and she now much happier about her retirement plans.

Ben H.

5/5

Luke has been recommended to me by a friend and I contacted him when my family started growing to see what my options were and how my finances can be organised better to suit my family's changing needs. Luke provided excellent advice around things like life insurance and critical illness cover and helped me choose policies that best suited my needs and budget. He also helped me gain an understanding on the benefits of consolidating my pensions and investments and understanding my attitude to risk.

Ben G.

5/5

Luke offered comprehensive advice on family protection. His professionalism and care were outstanding and having insurance in place has really given us peace of mind. I would recommend speaking to Luke if you are looking for help with your finances.

Karen

5/5

Absolutely fantastic service. Luke the gentleman that helped me was extremely knowledgeable and patient when explaining things to ensure I fully understood all my options. The whole process was made so much easier with Luke's guidance. I will definitely be sticking with Luke for all my mortgage and financial advice etc going forward. Highly recommend. Thank you for all your help and support Luke.

Gillian H.

5/5

Luke responded to my financial queries in a timely fashion with all the options available to me thus allowing me to make what I feel have been sound decisions regarding my financial future. I have no hesitation in using his services going forward and would definitely recommend him to others.

Ian A.

5/5

I've known Luke for a number of years now and he is an advisor that I trust- he has been honest, reliable and has always had by best interests at heart. Luke helped me organise my pension and investment portfolio so it's easier to access and manage.

Yameen E.

5/5

I've never had a financial advisor before, this was my first time seeking such a service. Luke made me feel comfortable speaking about my finances and he explained everything in a way I could understand. His recommendations made sense to me and included all of my circumstances. I would highly recommend his services.

Ali Z.

5/5

I contacted Rise Financial Planning because I needed guidance on my finances and I wasn't sure if what I had in place is suitable and beneficial long term. I had an initial discussion with Luke which was free and there was no obligation to proceed. I told him about my situation and we ended up having quite a long meeting. Luke told me how the advice process works and how he can help me. We had quite a few meetings now and Luke helped me set goals and manage my finances in a way that will help me achieve them, his advice has been spot on.