Little Green Owl Financial Planning Ltd - IFA - Droitwich

Introducing Little Green Owl Financial Planning Ltd - IFA

Located at The Stables Business Centre, Walnut Tree House, Astwood Ln, Wychbold WR9 0BU, Little Green Owl Financial Planning Ltd - IFA stands out as a trusted financial advisor service, committed to providing comprehensive financial planning, investment services, and expert advice tailored to individual needs. This women-owned business prides itself on its customer-centric approach and inclusivity, welcoming all clients with its LGBTQ+ friendly policy and ensuring a comfortable environment for everyone, including those with mobility needs, with a wheelchair-accessible car park, entrance, and toilet facilities.

Key Features and Services

• Financial Advisor: Offering personalized financial guidance.
• Financial Planner: Crafting bespoke financial plans.
• Investment Services: Managing and growing your investment portfolio.
• Online Appointments: Convenience at your fingertips for scheduling.
• On-site Services: Providing face-to-face support for those who prefer it.

About the Company

Little Green Owl Financial Planning Ltd operates under the leadership of Andrew, whose independent advice has been highly commended. Their commitment to professionalism, honesty, and ethics is evident in how they handle client finances. The company has garnered 8 reviews on Google My Business, with an impressive average rating of 5/5. This speaks volumes about their dedication to client satisfaction and the quality of their service.

Clients appreciate the personalized attention and the absence of high-pressure sales tactics. Andrew's approach, which combines expertise with empathy, has earned the trust of many, making them feel secure about their financial futures. The requirement of an appointment ensures that clients receive focused attention, and the variety of services offered, from online consultations to on-site support, caters to diverse client preferences and needs.

Getting in Touch

For those considering seeking financial guidance, Little Green Owl Financial Planning Ltd is easily accessible. Their phone number, 01905676331, is readily available for potential clients to reach out. The company's website, littlegreenowlfp.co.uk, provides further information and the ease of booking online appointments, making it simple for anyone to start their journey towards financial security.

Recommendation

If you're in need of reliable financial advice or planning, Little Green Owl Financial Planning Ltd is highly recommended. Their commitment to ethical advice, combined with their accessible services and welcoming environment, makes them a standout choice in the financial planning industry. Don't hesitate to contact them through their website or call them directly to schedule your initial consultation. Trusting your financial future to experienced professionals like Andrew and his team could be one of the best decisions you make. Take the next step towards financial peace of mind today

👍 Reviews of Little Green Owl Financial Planning Ltd - IFA

Peter J.

5/5

We like Little Green Owl because it is headed by Andrew. The independent advice he gave us just before we retired was spot on. He put us at ease and listened to us and then comes up with a plan. There was no pressure from him. He is professional, honest and ethical to his core which is why we entrusted our financial retirement into his hands. We have never been disappointed in that decision. When we have needed to make contact he has been very quick to respond.
Nothing is ever too much trouble.
We would give more than five stars if we could.

Neil F.

5/5

Andy Johnson has been my pension advisor for a number of years. Andy is highly knowledgeable, very supportive and an excellent guide through the challenges of retirement planning. Andy is very accessible, his advice is easy to understand and he is always available to answer my questions. I also find his annual reviews very thorough and important for my level of confidence in the advice I'm getting. I have recommended Andy to family and friends and would do so in the future.

John B.

5/5

Little Green Owl provides a financial planning service to anyone who needs
help to make decisions best suited to their needs. Although it has only been
in business a short while, one of it's co founders, Andy Johnson brings a wealth
of knowledge with his sound background of the financial industry.
It is with this judgement makes it easier to sleep at night.

Neil F.

5/5

It's all I could have hoped for from a financial advisor and more. Easy to deal with and thorough. A financial advisor should help you make the right choices for your individual circumstances and Little Green Owl does just that. They should also help you to be better off as well as finacially secure and Little Green Owl has done exactly that for me - I am on track for a much more comfortable retirement than I ever thought possible. Unlike some, they are properly independent too. Highly recommended.

Andrew B.

5/5

Andrew is incredibly helpful and helped arrange everything whilst patiently explaining each stage of the process, the inherent risks, and what could be got out of the investment. Communication has been excellent

Colin W.

5/5

We made an excellent choice and over the last five years we have benefitted our investments by good help and advice

Mark B.

5/5

Excellent service Andrew spends time to explain all options and potential pit falls as well as benefits.

Jonathon W.

5/5

Great advice, polite and professional.