Pecunia Financial Planning Ltd - Chorley

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Pecunia Financial Planning Ltd: A Comprehensive Overview

For individuals and families seeking expert financial planning and guidance, Pecunia Financial Planning Ltd stands as a reliable and highly-regarded service provider. Located at 5 The Dingle, Chorley PR6 9AZ, United Kingdom, Pecunia offers a personalized approach to helping clients achieve their financial goals. They pride themselves on creating bespoke strategies tailored to individual circumstances, and their commitment to client satisfaction is consistently reflected in their positive feedback.

Contact Information:

• Address: 5 The Dingle, Chorley PR6 9AZ, United Kingdom
• Phone: 7821524942
• Website: pecuniafp.com

Specialties & Services: Pecunia Financial Planning Ltd specializes primarily as a Life Coach, however, they provide a wider range of services designed to support holistic financial well-being. They focus on helping clients develop healthy money habits, manage debt effectively, and plan for long-term security. Crucially, they don’t just offer advice; they work collaboratively with clients to develop and implement actionable plans.

Key Features & Accessibility: Pecunia recognizes the importance of accessibility and convenience. They offer both online appointments and on-site services, catering to a flexible schedule. Furthermore, the practice is committed to inclusivity, boasting a wheelchair-accessible car park and gender-neutral toilets. It’s important to note that an appointment is required for all consultations.

Client Feedback & Reputation: Pecunia Financial Planning Ltd currently holds an impressive average rating of 5/5 stars based on three reviews on Google My Business. This high rating speaks volumes about the quality of their services and the positive experiences shared by their clients. While a small sample size, these reviews consistently praise the company’s professionalism, empathy, and effectiveness in helping clients gain control of their finances.

Additional Information: Exploring Pecunia Financial Planning Ltd’s website, pecuniafp.com, reveals a wealth of information regarding their services, team, and client testimonials. You'll find details on their approach to financial security and the specific areas they can assist with.

Recommendation: For anyone seeking a dedicated and knowledgeable financial advisor who prioritizes a personalized approach and genuine client support, Pecunia Financial Planning Ltd is a strong recommendation. We encourage prospective clients to visit their website at pecuniafp.com to schedule a consultation and discuss their specific needs. Don’t hesitate to contact them directly via phone at 7821524942 to begin your journey toward achieving greater financial stability.

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👍 Reviews of Pecunia Financial Planning Ltd

Graeme W.

5/5

I have used Greg's services several times in the past and will continue to use him in his new venture.
The world of planning pensions, to most people, is a daunting prospect and one that many people put to one side. Its an "I'll do that later' sort of thing.
I asked Greg to look at myself and my wife's pensions and savings, expecting him to comeback with handfuls of forms and asking us to do tons of searching through drawers for past statements etc. .......
I couldn't have been more wrong. After a short meeting and a few details Greg had all our pensions and investments collected together and he gave us a detailed plan of how our retirement looked.
Greg has a way of explaining quite detailed complicated issues in a clear jargon free way that makes you feel confident in your future and you know, should you need further advice, he's just a phone call away.
All in all we are very happy with the services Greg offers.

terry D.

5/5

I first employed Greg for financial advice when I decided to take early retirement in 2009. He looked at my financial circumstances & formulated a forecast & plan for my pensions & investments. This was put in place & has proved a very sound decision. If you are looking for financial advice from an experienced, trustworthy & knowledgeable professional, I would highly recommend speaking to Greg Heath at Pecunia Financial Planning. Terry D., Lancashire.

Stan P.

5/5

Having Greg advise me over a number of years, in his past capacity as a financial adviser, I feel very confident that this new business will be as professionally run. I therefore would have no qualms in recommending Greg and his new company to safely and professionally deal with any financial planning matters that you may have (big or small).