Wolds Financial Planning Ltd - York

Wolds Financial Planning Ltd

Wolds Financial Planning Ltd is a reputable financial planning company located at 56 The Mile, York YO42 2HG, United Kingdom. The company specializes in providing expert financial advice and planning services.

The company offers a range of services, including online appointments, onsite services, and wheelchair accessibility with parking lot and restroom facilities. This attention to client convenience and comfort is a testament to their commitment to providing exceptional service.

With an impressive average opinion rating of 5/5 based on 2 reviews on Google My Business, Wolds Financial Planning Ltd has clearly made a positive impact on their clients. Clients appreciate the thorough, professional, and clear approach taken by the company in overseeing their finances, resulting in satisfactory returns on investments.

Graham, a highly rated financial expert, has been instrumental in guiding clients through complex financial decisions, such as managing pensions. With years of experience and a track record of success, Wolds Financial Planning Ltd is highly recommended for anyone seeking expert advice on pensions, investments, or overall financial planning.

To learn more about Wolds Financial Planning Ltd or to schedule an appointment, visit their website at woldsfinancialplanning.co.uk. You can also reach them by phone at 7980568407.

Key Features and Information

• Specializes in financial planning and advice
• Offers online and onsite appointments
• Wheelchair accessible with parking lot and restroom
• Highly rated with an average opinion of 5/5
• Expertise in managing pensions and investments

👍 Reviews of Wolds Financial Planning Ltd

Kevin S.

5/5

When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients.
Over the past few years my partner and I have greatly valued Graham's thorough, professional and clear approach to overseeing our finances, regarding my pension and our joint investments. We are more than satisfied with the returns we have seen and would recommend anyone seeking pension or investment advice to speak to Graham.

Ken J.

5/5

As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a timely manner. I had stipulated that I was possibly looking at the option of Drawdown when it came to taking my pension, and so would like him to look at companies that would facilitate this. He came back with a choice of reputable companies, explaining everything as we went along. I was very happy with his advice on which particular provider was the right one for me moving forward. Over the course of the next few years we were in regular contact, including annual reviews on my aversion to risk and how my pension pot was performing. I have recently started drawing my pension. After much deliberation Graham and I decided that the best thing for me was an annuity, as I wanted to ensure that my wife would continue to receive 100 % of my pension should I pass away first. In these trying times Graham again found the best deal possible for me and made the whole process as stress free as possible. Thankyou Graham.