Shand & Burns Financial Ltd - Kinross

Address: G6, Shand & Burns Financial Ltd, Business Centre, 21-25 High St, Kinross KY13 8AW, United Kingdom.
Phone: 7508493410.
Website: shandandburnsfinancial.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Shand & Burns Financial Ltd

☎️7508493410

⏰ Open Hours of Shand & Burns Financial Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Shand & Burns Financial Ltd: A Financial Planning Excellence

Located in the heart of Kinross, Scotland, at G6, Shand & Burns Financial Ltd, Business Centre, 21-25 High St, Kinross KY13 8AW, stands a beacon of financial wisdom and guidance. This esteemed financial planning firm, Shand & Burns Financial Ltd, offers a range of services tailored to meet the diverse needs of their clientele. To reach out, you can dial their phone number: 7508493410 or visit their website shandandburnsfinancial.co.uk for more detailed information.

Specialties: Shand & Burns Financial Ltd specializes in providing expert financial planning services. Their team of professionals is dedicated to helping individuals and businesses navigate the complexities of financial markets and strategize for a secure financial future. With a focus on personalized service, they ensure that each client's unique situation is thoroughly understood before crafting a tailored financial plan.

Other Points of Interest: The firm boasts a welcoming environment, accommodating to all clients. They offer online appointments, on-site services, and a wheelchair-accessible car park, demonstrating their commitment to inclusivity and accessibility. Additionally, they proudly affirm their LGBTQ+ friendly stance, creating a safe space for transgender clients. Although an appointment is required, this does not detract from the convenience of their services, as they cater to the modern needs of their clients with flexibility in scheduling.

Opinions: Shand & Burns Financial Ltd shines brightly in customer satisfaction, boasting 8 reviews on Google My Business with an impressive average rating of 5/5. This indicates a high level of client satisfaction, showcasing the firm's dedication to excellence and customer service.

For anyone seeking reliable financial planning expertise, Shand & Burns Financial Ltd is an exemplary choice. Their combination of specialized services, inclusive environment, and strong client reviews makes them a standout in the UK financial planning landscape.

Recommendation: If you're looking to secure your financial future, consider reaching out to Shand & Burns Financial Ltd. Their commitment to personalized service and their impressive track record of client satisfaction, as reflected in their glowing reviews, make them an invaluable resource. Visit their website to book an appointment or learn more about their services. With their expert guidance, you can take confident steps towards achieving your financial goals. Don't miss out on the opportunity to partner with a firm that prioritizes your financial well-being and respects you as an individual. Contact them today to embark on your path to financial freedom.

👍 Reviews of Shand & Burns Financial Ltd

James A.

5/5

After taking early retirement last year I was recommended by a friend to speak with Will at Shand and Burns after feeling let down by the advice and attention I was receiving from the adviser I was using at that time.
Will provided a thorough , in depth analysis of my financial position which really made me feel much more confident that I had made the right decision to retire .
The service provided by Will to date has been fantastic . He is always on hand to answer any questions I may have and is always willing to meet in person if needed .
I would certainly recommend Shand and Burns to any of my friends and family that may bee looking for financial planning advice

Marc B.

5/5

From an initial conversation with Will, to joining Shand & Burns, I'd highly recommend their services.

Any questions I've had have been answered promptly and with care, explaining financial terms with ease. From reviews to helping plan for retirement, they have been helping me along the way.

I've always felt that in any meetings, Will is accommodating and provides clarity on a number of things. It's a great service, and one I'd recommend.

Christo H.

5/5

Will has always gone above and beyond to ensure that I am fully aware of how my pension is performing and also supporting me in other areas of my business. His calm, friendly and professional manner is much appreciated and his ability to put things in layman's terms has been most welcome. I would fully recommend Shand & Burns Financial to anyone looking for support and advice for their finances.

Robert M.

5/5

Set up my new personal pension plan with Will 12 months ago and recently had my 12 months review which was very detailed and informative. Looking forward to working with Will in the coming years and taking early retirement as Will takes the time to explain the low level detail and answer any questions you have. I would definitely recommend Shand & Burns for anyone thinking of setting up a new pension.

Alan B.

5/5

I have been with Shand & Burns for over 18 months now and have received a great level of service at each stage of my financial journey. This started with full engagement on my circumstances and also my goals given my attitude to risk. Will was then able to tailor both my retirement and investment recommendations accordingly. All my meeti hs ha e been great and very personal and Will has a great knack of putting you at ease during these meetings.
I have also been through a full annual review that was very comprehensive and again Will was able to answer all my questions and provide clarity on all aspects.
Great service and would highly recommend for financial advice.

George C.

5/5

Many thanks to Will & Alan from Shand & Burns. Right from our first meeting through to our regular reviews the guys have been amazing.
Friendly and professional services help to make it easy to understand all the complexity of planning for retirement.
I would highly recommend their services.
Thanks again guys.
Regards
George

Duncan M.

5/5

I have had excellent advice and support from Will who has helped me through the financial planning and considerations heading towards retirement. I would recommend Shand and Burns to anyone looking at their finances and unsure of what to do.

Alastair M.

5/5

Couldn't speak highly enough of Shand & Burns. By completing an initial questionnaire it allowed Will and the team to better understand what I was looking to achieve with my personal finances and how best they could help me get there. Very knowledgeable and great to deal with. They helped open my eyes to options and products I wouldn't have found on my own. Would definitely recommend.