FTA Financial & Wealth Management Ltd - Bournemouth

Fta Financial & Wealth Management Ltd es una empresa de asesoramiento financiero ubicada en Bournemouth, Reino Unido. La empresa se encuentra en la dirección 67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom.

Pueden comunicarse con la empresa a través del teléfono 3300535745 o visitar su sitio web en fta-fwm.com.

Especialidades

La empresa ofrece servicios de asesoramiento financiero, incluyendo:

• Financial planner

Características de la empresa

Información recomendada

Para obtener más información sobre Fta Financial & Wealth Management Ltd, se recomienda visitar su sitio web o comunicarse directamente con la empresa.

Opiniones

La empresa tiene 8 reseñas en Google My Business.

La media de opinión es de 5/5.

👍 Reviews of FTA Financial & Wealth Management Ltd

Andy B.

5/5

Adam and the team have been advising and supporting me and my wife for around 5 years. He has always provided sound advice in a friendly, but professional manner. I recall the first time meeting Adam, and my pensions were such a wide, complex set of portfolios we required extra forms to complete all the information gathering. Since then Adam has rationalised these into a more manageable state.
I work in the regulated industry and recently was the subject of an internal audit, Adam and the team rallied to support the long, complex and demanding process.
I can't praise the team enough for their outstanding work, so I thought I'd publicly say here how much I value the work they do.

Simon B.

5/5

Adam has looked after my financial affairs since I sold my dental practice four years ago .
I have always found him thoroughly professional ,independent ,quick to respond ,efficient and very likeable . Building a personal trusting relationship with your financial advisor with regular face to face meetings is so important and in this regard Adam comes up trumps I cannot recommended Adam and his colleagues at FTA highly enough.

Mike W.

5/5

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

Koray F.

5/5

Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them..
Dr Koray Feran BDS MSc FDSRCS
Clinical Director LCIAD Ltd

AME E.

5/5

I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!

john S.

5/5

I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.

David W.

5/5

Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

Tim J.

5/5

I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.