Saxton Financial Planning - Leamington Spa

Overview of Saxton Financial Planning

Saxton Financial Planning, located at 11 Dormer Pl, Leamington Spa CV32 7AA, offers expert financial planning services tailored to meet the diverse needs of individuals and families. With a contact number of 01926563764 and an accessible online presence through their saxtonfp.co.uk website, this firm stands out as a reputable source for financial planning services.

Key Features

• Experienced Financial Planners: The team at Saxton Financial Planning brings years of experience to the table, ensuring clients receive knowledgeable and personalized advice.
• Comprehensive Services: Specializing in financial planning, they assist clients at any stage of life, helping them set and achieve financial goals.
• Honesty and Reliability: Clients appreciate the transparency and dedication of the team, particularly Craig, who takes the time to understand what's most important to each client.
• Customer-Centric Approach: The firm's approach is highly personalized, focusing on what truly matters to the individual or family.

Location and Accessibility

Situated conveniently in Leamington Spa, Saxton Financial Planning is easily accessible. Notably, the office also includes a toilet for the convenience of visitors. For those considering a visit or simply wanting to engage in a conversation about financial planning, the location is straightforward and welcoming.

Customer Opinions

The company's reputation is evident from the glowing reviews on Google My Business. With only two reviews but an impressive average rating of 5/5, clients commend the team's years of experience and the thoroughness with which they address financial planning needs. Clients are encouraged to reach out, even for a brief discussion on how to plan for the future, highlighting the firm's approachable and inclusive attitude.

Recommendation for Prospective Clients

For anyone seeking expert guidance on their financial future, Saxton Financial Planning is highly recommended. Whether you're looking to start planning early or need advice on optimizing your current financial strategy, the team at Saxton has the expertise and empathy to guide you through. To learn more or to schedule a consultation, visit their website at saxtonfp.co.uk. Don't miss this opportunity to take control of your financial destiny with a firm that values honesty, reliability, and customer satisfaction.

This concise yet comprehensive overview provides a clear picture of what Saxton Financial Planning offers, encouraging potential clients to experience their services firsthand through their website and contact information.

👍 Reviews of Saxton Financial Planning

Daniel F.

5/5

Craig and his team at Saxton financial have years of experience, to help you plan financially no matter your age or circumstance.

Craig is honest and reliable, and really gets down to what is important to you and your family, and then goes into detail into what is needed to achieve your goals.

I would recommend him to anyone, even if its just for a chat to see if he can help you plan for the future.

Thanks Craig and team.

Richard

5/5

Craig and his team are fantastic people. Delivering exceptional service backed by a superior knowledge. I've always felt in safe hands with Saxton Financial Planning. So much so I have recommended their services to family and those really close to me. Something I would only ever feel comfortable doing if I really trust a business.

Looking forward to many more years as your client. 10/10