Point to Point Financial Management - Wantage

Introduction to Point to Point Financial Management

Point to Point Financial Management, located at 4, Point to Point Financial Management, East Lockinge, Wantage OX12 8QG, United Kingdom, is a reputable financial management company providing top-notch services to its clients. With a 7747100264 telephone number and a user-friendly website at pointtopointfm.co.uk, the company is easily accessible to those seeking financial guidance.

Specialties and Services

The company specializes in Financial planning and Financial consulting, catering to a wide range of clients with diverse financial needs. Their expertise covers various areas, including investment planning, retirement planning, tax planning, and estate planning. They are committed to providing personalized solutions tailored to each client's unique financial situation.

Other Points of Interest

• Online appointments are available, making it convenient for clients to schedule meetings according to their preferences.
• The company offers Onsite services, ensuring that clients receive face-to-face consultations whenever necessary.
• Accessibility is a priority, with facilities such as Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom.
• Appointments are recommended to ensure the best possible service and attention to each client's needs.

Opinions and Reviews

Point to Point Financial Management has garnered a positive reputation among its clients, with 9 reviews on Google My Business and an impressive average opinion of 5/5. Many clients have expressed their satisfaction with the company's quality of information, clarity of advice, and overall professionalism. The company's commitment to delivering superb service and complete confidence in their advice has earned them recommendations from clients and their own networks.

Recommendation

If you are seeking a reliable and knowledgeable financial management company, Point to Point Financial Management is undoubtedly a top choice. Their specialized services, combined with their commitment to personalized attention and accessibility, make them an excellent option for those in need of financial planning and consulting services. We highly recommend visiting their website at pointtopointfm.co.uk or contacting them directly at 7747100264 to schedule an appointment and experience their exceptional service firsthand.

👍 Reviews of Point to Point Financial Management

Matthew C.

5/5

I am very impressed with the service provided by Peter and Natalie through PTPFM. The quality of information, clarity of advice and overall professionalism is superb. I have complete confidence in the advice they have provided so I have been more than happy to recommend them to friends and family and to clients of my own business.

Lizz C.

5/5

We were introduced to Peter by another professional contact when our IFA left the industry, and are really pleased we chose to use PTPFM. Peter recently spent several hours with me creating a single electronic document to hold every piece of important information so my family has it all to hand when I'm no longer around. It was a job I'd been putting off for years and he made it actually enjoyable.

Rachael D.

5/5

We found Point to Point to be excellent throughout providing us with reassurance with our finances for today and tomorrow. Knowing we are in safe hands has meant we can relax and enjoy life. 100% recommend a chat with Pete or one of the team, no matter your position.

Karl N.

5/5

I’ve known Peter and Natalie for many years and absolutely delighted with the services they’ve provided. Thoroughly recommended and above all trustworthy in securing the right investments in securing my financial future in my soon to be retirement. I couldn’t recommend highly enough.

Caroline P.

5/5

we are newbees and therefore don't have a great deal of dealings but I can say Pete was fantastice in sorting out my new investment and went beyond in sorting out POAs and wills
Mant thanks
Mark Parry

Karen M.

5/5

I have been dealing with Peter and Natalie for many years and their service and advice has never waived. Always very professional, full of knwoledge and given in a friendly and trustworthy way. Would not go anywhere else!

Marion H.

5/5

I'm very happy with the advice, time and one to one time given to sort my finances out. There is promt help or information given at short notice per Telefon, Email or in person if needed.

Ed P.

5/5

We have been very pleased with the advice and support Pete has provided and would happily recommend to others.