Smarter Financial Planning - Amersham

Address: Saint Mary's Court, The Broadway, Amersham HP7 0UT, United Kingdom.
Phone: 1494911700.
Website: smarterfinancialplanning.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Smarter Financial Planning

☎️1494911700

⏰ Open Hours of Smarter Financial Planning

Monday: 9 AM–4 PM
Tuesday: 9 AM–4 PM
Wednesday: 9 AM–4 PM
Thursday: 9 AM–4 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Smarter Financial Planning: Expert Financial Guidance in Amersham

Located at Address: Saint Mary's Court, The Broadway, Amersham HP7 0UT, United Kingdom, Smarter Financial Planning is a reputable financial planning company that offers expert guidance to individuals and families in the Amersham area. With a dedicated team of financial planners, including Jon, who has over 15 years of experience, they provide comprehensive financial planning services to help clients achieve their goals.

Specialties

Smarter Financial Planning specializes in financial planning, offering a range of services including:

Investments
Retirement planning
Pension advice
Care plans for elderly relatives
More

Characteristics and Services

Smarter Financial Planning is known for its personalized approach, taking the time to understand each client's unique needs and goals. They offer:

Online appointments for convenience
Onsite services for added flexibility
Wheelchair accessible facilities, ensuring equal access for all clients
LGBTQ+ friendly environment, promoting inclusivity and respect
Appointment required, ensuring timely and dedicated attention

Other Points of Interest

Smarter Financial Planning is committed to providing an exceptional client experience, with additional features such as:

Restroom facilities for client comfort
Wheelchair accessible parking lot, ensuring easy access for clients with mobility needs

Opinions and Reviews

With 7 reviews on Google My Business, Smarter Financial Planning has consistently received high praise from clients, with an average rating of 5/5. Clients have praised Jon's exceptional care, attention to detail, and advice, as well as his personable and professional approach.

Getting in Touch

For expert financial guidance, contact Smarter Financial Planning at:

Phone: 1494911700
Website: smarterfinancialplanning.co.uk

Don't miss out on the opportunity to achieve your financial goals with Smarter Financial Planning. Contact them today through their website and discover the difference expert financial guidance can make.

👍 Reviews of Smarter Financial Planning

Ian T.

5/5

My wife and I have been working with Jon for nearly 15 years, and in so many areas (investments, retirement, pension advice, care plans for elderly relatives etc) he has been an outstanding financial adviser. At every stage along the way, Jon has taken care to understand our needs, has met with us regularly, and has helped us achieve our objectives. His care, attention to detail and advice have been first class and we have total trust in him. Both as a person and a professional, we cannot recommend him highly enough.

Wendy A.

5/5

I have been assisted by Jon's professional input over the last 5 years. Initially I was seeking reassurance and ideas about how best to manage my money. Jon was very knowledgeable and conducted a financial review for me, where we tweaked things like my pension. Over the years he has continued to answer occasional questions about my pension and investments, and more recently has taken time to understand my changing circumstances, and to begin to guide me on pension and IHT issues.

Jon is utterly professional, extremely efficient and always friendly. I remain very grateful for his continuing guidance. I would recommend Jon at Smarter Financial Planning without hesitation.

Lauren F.

5/5

My session with Jon was great. Being in my early twenties, I wanted to better understand my current financial standing and opportunities for the near future and further. The session with Jon gave me confidence and clear direction for my immediate focuses as well as suggestions for longer term goals. I would highly recommend getting in touch with him, whatever your circumstance.

Natasha F.

5/5

My session with Jon was excellent and I would definitely recommend getting in touch with him. Taking the time to understand my lifestyle and goals, Jon provided helpful, tailored and reassuring guidance. I left our session feeling confident and positive.

daiplum

5/5

Jon has been advising me for many years and I am so grateful for his knowledge and understanding of my circumstances. As a retired headteacher I have been able to maximise my pension allowing for greater independence and security.
He is a tried and trusted professional who is responsive and measured.

Mrsheltz

5/5

Jon (Smarter Financial Planning) has helped me for several years now; providing excellent advice as I have managed the transition from work to retirement. He has given me well-researched and knowledgeable advice on a number of investment possibilities and I have been delighted with the outcome of these. He continues to support my interests and to be a friendly and sound adviser. I can recommend SFP wholeheartedly.

D I.

5/5

Jon provided excellent service in difficult circumstances.