Treetops Financial Planning Ltd - Wetherby

Overview of Treetops Financial Planning Ltd

Located at Wetherby Business Centre, 14-18 York Rd, Wetherby LS22 6SL, Treetops Financial Planning Ltd stands as a reputable financial planning firm. Clients seeking guidance on managing and growing their wealth can find a wealth of expertise here. The company is accessible via phone at 01135263779 and online through their professional website partnership.sjp.co.uk. For those interested in personalized financial advice, Treetops specializes in providing tailored financial planning services.

Key Features

• Financial Planner: Treetops offers dedicated financial planning services, ensuring clients receive personalized advice suited to their unique financial situations.
• Accessibility: With a wheelchair-accessible car park and facilities, as well as an accessible toilet, the center is designed to accommodate individuals with disabilities.
• Convenience: Appointments can be made online or in-person, catering to clients' preferences for flexibility and ease.

Services and Availability

Clients can benefit from both online and on-site services, making it convenient for those who prefer the comfort of home or work. The firm requires appointments, ensuring that clients receive undivided attention from the financial planners, Ade and Helen, who are known for their high-quality service.

Client Feedback and Ratings

Treetops Financial Planning Ltd boasts an impressive average opinion of 5/5 based on 5 reviews on Google My Business, reflecting their commitment to excellence. Clients praise the firm for its knowledgeable advice and a personal touch that fosters a strong client relationship. Recommendations like "I cannot recommend Treetops highly enough" underscore the trust and satisfaction clients have in their financial planning services.

Getting in Touch

For those considering financial planning, Treetops Financial Planning Ltd offers a seamless process to get started, from online appointment booking to receiving professional guidance in person. Interested individuals are encouraged to visit their website partnership.sjp.co.uk to learn more about their services and to book an appointment. Whether you're looking to manage your current wealth or plan for your financial future, Treetops is equipped to provide the support you need.

👍 Reviews of Treetops Financial Planning Ltd

Chris L.

5/5

Ade and Helen have been looking after my wealth portfolio for a few years now and they’ve been nothing short of brilliant to deal with.

Ade’s advice is always on point and relevant to my needs. We have a really good relationship and I know he’s always there if I need to bend his ear.

I cannot recommend Treetops highly enough.

Neil S.

5/5

Adrian is an excellent financial adviser. He is meticulous, thorough, highly knowledgeable and very personable. I would have absolutely no hesitation in recommending him. For all you may think you are very capable of sorting out your own finances it is not until you sit down with somebody who has the expertise of Adrian that you realise there are many things that you have overlooked or not even considered. I would highly recommend him whatever stage in life you are at. For us, his setting out of the likelihood of us achieving our goals as we approach retirement has been invaluable.

Martine M.

5/5

Fantastic service. From the initial planning of the meetings by Helen, to the advice and explanation of the reports. I would not hesitate to recommend Adrian.

Jan M.

5/5

I have been using the services of Adrian Arnold of Treetops Financial Planning for a number of years, since my husband and I retired. We were seeking independent advice on our pensions and investments. Adrian is easy to talk to, efficient and thorough, asking questions about our future plans. He clarifies what our options are and takes time to explain. Meetings are followed with a written comprehensive summary which is precise and easy to understand. I have no hesitation in recommending Treetops Financial Planning.

Laura

5/5

I have been extremely impressed with the service I have received from Adrian, Treetops Financial Planning. The advice is easy to understand and clearly presented. Adrian helps you to understand the benefits whilst ensuring you recognise the risks involved. The advice is tailored to my personal circumstances which are well understood by Adrian. I highly recommend Adrian as an excellent financial advisor.