de Lisle Financial Planning - Cheltenham

Address: 4, de Lisle Financial Planning, The Apple Store, Far Peak, Northleach, Cheltenham GL54 3JL, United Kingdom.
Phone: 1285707111.
Website: delislefp.co.uk.
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Restroom, Appointment required.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

Location of de Lisle Financial Planning

1285707111

De Lisle Financial Planning is a financial consulting firm located at 4, De Lisle Financial Planning, The Apple Store, Far Peak, Northleach, Cheltenham GL54 3JL, United Kingdom. They can be reached at 1285707111. Their website, , provides information about their services and team.

This company specializes in financial consulting, offering a range of services to help individuals and businesses manage their finances effectively. They provide online appointments for those who prefer virtual meetings, as well as onsite services for those who prefer face-to-face consultations. The location is wheelchair accessible, with a parking lot available, and has a restroom for visitors. It is important to note that an appointment is required to ensure that a consultant is available to assist you.

De Lisle Financial Planning has received 22 reviews on Google My Business, with an impressive average opinion of 5/5. This indicates that their clients have had positive experiences with their services and are likely to recommend them to others.

The firm's team of experienced consultants can provide guidance on a variety of financial matters, including retirement planning, investment management, and tax planning. They work with clients to develop customized financial plans that help them achieve their short- and long-term goals.

If you are looking for a financial consulting firm that offers personalized service, online and onsite appointments, and a convenient and accessible location, De Lisle Financial Planning is an excellent choice. Their strong reputation in the industry and positive client reviews make them a trusted partner for your financial needs.

Reviews of de Lisle Financial Planning

de Lisle Financial Planning - Cheltenham

Rebecca Hartley

5/5

James and team are brilliant. James gives informative and considerate advice, as well as listening and understanding your needs and wants. James and team are an absolute joy to work with and we thank them for all their hard work and support to date. We highly recommend de lisle financial planning!

Samantha Chidlow

5/5

James has advised the family for many years and answers any queries quickly. We greatly value his experience and knowledge. James is very professional and provides excellent advice and help in managing our finances and retirement planning. We highly recommend him and his team.

Andy Laurence

5/5

James has been our Financial planner for over 10years to help us navigate our pensions and investments. He has created a personal relationship and understands our set up and aspirations very well. His advice is provided with honesty and integrity and he is able to explain complexities very clearly. Whenever we have questions, responses are always quick and forthcoming from him or his team.

Peter Morton

5/5

de Lisle Financial Planning (dLFP) helped us to protect the financial security of our family, whilst we ran a jointly-owned business. With prudent advice on tax-efficient savings and investments, with our appetite for risk, we were able to secure that future and see our wealth grow.

dLFP helped set up appropriate reciprocal life cover and income protection; advice on pensions - with sound guidance on whether to consolidate or not; and regular and clear reviews of our overall financial position and investment performance to understand how our financial and life goals were being met.

Over the years James de Lisle Wells helped us in unexpected ways. When one of us had life-changing illness James guided us to the Critical Illness cover we had forgotten we had to provide a financial cushion at our time of need. When we recently both lost parents, James helped us to navigate through the financial marshlands towards tax-efficient investment and cash deposits for estate inheritance. James also helped us understand the choices and optimum route to transfer inherited wealth to our children. And not least, we had the assurance of arriving at the high plateau of retirement with financial security and the confidence in what lies ahead, whatever that might be: all because of the help and guidance of James de Lisle Wells.

We would recommend James and dLFP in a heartbeat.

Jayne Davies

5/5

When we first spoke to James about our confusion and frustration with our SIPP it was the best thing we have done. He has managed to sort out and unravel all of our concerns. He puts things in a way that makes compete sense, his understanding and knowledge has put our minds at rest. We now feel that our futures are certain with James at our side, he or Sarah is always at the end of the line when we need to ask something. He is calm and reassuring. If asked if we knew anyone to give advice we would always, without hesitation, recommend James and De Lisle Financial Planning they really are excellent

Charles Hanks

5/5

De Lisle Financial Planning arranged an overview of my current financial situation and what that would look like in retirement. James offers a very professional service and explained various options in an easy to understand way. I would highly recommend working with them.

Sally Avery

5/5

James de Lisle has been providing my husband and I with independent financial advice in relation to our retirement plan for a number of years. His advice has always been clear and informative, delivered in a timely and professional manner. James gives us time to reflect upon his advise and he is always approachable and happy to answer any questions which we may have. As a result we are confident that we are receiving financial advice tailored to our particular needs and we would not hesitate in recommending de Lisle Financial Planning to others.

Jeremy Miles

5/5

I wanted to find a financial advisor that I liked and trusted to ensure that my finances and investments were in a robust state to achieve my retirement plans. I didn’t want any shocks later in life!!
James has reviewed my investments, pensions and their associated tax situation to ensure that my pension planning meets my level of acceptable risk and that my income levels are maximised over the coming years to meet my needs.
Having someone independent to review and challenge my plans has been very worthwhile and a great comfort knowing that I have not missed anything that would be of detriment to my retirement plans.
I would recommend de Lisle Financial Planning as they are approachable, effective and professional.