Keyplan Wealth - Christchurch

Address: 31Footners Lane, Burton, Christchurch BH23 7NT, United Kingdom.
Phone: 1590630630.
Website: keyplanwealth.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of Keyplan Wealth

1590630630

Keyplan Wealth is a financial planning firm located at Address: 31Footners Lane, Burton, Christchurch BH23 7NT, United Kingdom. They can be reached at Phone: 1590630630 or through their website Website: keyplanwealth.co.uk.

Keyplan Wealth specializes in Financial planner. Their team of experts is dedicated to helping clients achieve their financial goals through comprehensive and personalized financial planning. They offer a range of services, including online appointments, onsite services, and wheelchair accessibility at their location. They also have wheelchair accessible parking and restrooms available for their clients.

According to Google My Business, Keyplan Wealth has received 7 reviews with an impressive average opinion: 5/5. Clients have praised the firm for their professionalism, expertise, and personalized service.

If you are looking for a financial planning firm that can help you achieve your financial goals, Keyplan Wealth is an excellent choice. Their team of experts is dedicated to providing comprehensive and personalized financial planning services. With their wheelchair accessible location and restrooms, they are committed to making their services accessible to all clients.

We highly recommend visiting Keyplan Wealth's website, keyplanwealth.co.uk, to learn more about their services and to schedule an appointment. Whether you are looking to plan for retirement, invest for your future, or manage your finances, Keyplan Wealth can help you achieve your financial goals. Contact them today to get started

Reviews of Keyplan Wealth

Oliver Wilkins

5/5

Alex is my personal financial advisor. Before the recent hikes in interest rates Alex advised me of my mortgage options and due to his advice I was able to secure a deal at market beating rates. This has undoubtedly saved me significantly. Alex has also provided me with comprehensive life insurance and pensions advice. I would thoroughly recommend his services.

Simon

5/5

I wouldn't hesitate to recommend Alex to anyone looking for financial advice.

He makes what can be a very complex and intimidating issue easy to understand and provides clear context on where you are and how to get to where you want to be.

More importantly, he dedicates a large part of his time to understanding your personal needs and goals so he can provide the best advice possible.

Speaking to Alex is one of the best decisions we have made, and his advice has already allowed us to achieve some goals which we previously thought were beyond our reach.

It's no exaggeration to say that the advice we have received has been literally life changing.

Lloyd Westall

5/5

Exceptional Pension Advice. I had an appointment with Alex Today, a clear expert in his field, presented in a clear manner. Offering a personable approach. Other benefits included ISA Advice too. Will continue to use his services for ever more.

James Wilson

5/5

Had a very good and constructive meeting which laid out a plan that suited my needs. They were very professional and didnt try the hard sell or anything like that, in fact i came way from the meeting feeling more confident about my financial options going forward than i have ever done.
I would highly recommend this company and will gladly do business with them again in the future. J.Wilson

Layla Sefat

5/5

I can't recommend Alex enough! He's very knowledgeable, friendly and hard working. He makes a topic I really don't understand relatable.

Amy Harvie-Jones

5/5

Great service and communication, would highly recommend.

Laura Warriner

5/5