Finesse Financial Planning Ltd - Walton-on-Thames

Address: House 44, Finesse Financial Planning Ltd, TR24 at Enterprise, 47 Terrace Rd, Walton-on-Thames KT12 2SD, United Kingdom.
Phone: 7957750989.
Website: finessefinancialplanning.co.uk
Specialties: Financial planner.
Other points of interest: Restroom, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Finesse Financial Planning Ltd

☎️7957750989

⏰ Open Hours of Finesse Financial Planning Ltd

Monday: 9 AM–3 PM
Tuesday: 9 AM–3 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–3 PM
Friday: 9 AM–3 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Finesse Financial Planning Ltd

Finesse Financial Planning Ltd - Walton-on-Thames

Jav

5/5

Working with Catherine at Finesse Financial Planning Ltd has been an absolute game-changer for me. She has guided me through every aspect of managing my private pension(s), ensuring I understand my options and make informed decisions for my future. Her expertise in pension planning, investment strategies, and retirement income management have been invaluable. As someone who knew very little about this subject, I was very impressed with Catherine's attention to detail and the fact she took the time to explain complex financial matters clearly and tailored her advice to suit my specific needs and long-term goals. Thanks to her, I feel confident that my pension is optimized to provide financial security in retirement. I can honestly say she is not just an exceptional financial planner—she’s a trusted advisor who genuinely cares about her clients' futures. If you're looking for expert guidance on private pension management, I cannot recommend her highly enough!

Dawn D.

5/5

Catherine is amazing. She worked through a stack of paperwork for us, assessed and advised on a number of options suitable for us, and important things we needed to do, and then provided us with an easy to understand plan for our future. She got our finances in order and assisted us getting to a more secure position for our futures. I would highly recommend Finesse Financial Planning.

Murray N.

5/5

Catherine has been my financial advisor for a number of years. Her guidance has ensured that I am in a healthy financial position and able to take on the future with confidence.
I wholeheartedly recommend Catherine for her willingness to steer you through the confusing journey of personal finance knowing that I was being looked after along the way.
Thank you Catherine, for all the hard work.

newhorizons2travel

4/5

Catherine and the team have been very professional. By responding quickly and effectively to any need Catherine has helped resolve possible problems before they become real issues.