Four Pillars Financial Planning - Salisbury

Four Pillars Financial Planning: A Comprehensive Overview

For individuals and families seeking robust and personalized financial guidance, Four Pillars Financial Planning stands as a trusted and established firm. Located in the heart of Salisbury, Wiltshire, at 2, Oakridge Office Park, SP5 3HT, United Kingdom, they offer a suite of services designed to help clients achieve their long-term financial goals. Their commitment to building strong, enduring relationships with their clients is evident in their approach, which prioritizes understanding individual circumstances and crafting tailored solutions. The firm’s dedication to professionalism and a client-centric philosophy has earned them a consistently high level of satisfaction, as reflected in their impressive Average opinion: 5/5 on Google My Business.

Specialties and Services

Four Pillars Financial Planning specializes in providing comprehensive financial planner services. They assist clients with a wide range of financial matters, including:

• Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors such as pension contributions, investment strategies, and drawdown options.
• Investment Management: Constructing and managing investment portfolios aligned with clients’ risk tolerance and financial objectives.
• Estate Planning: Developing strategies to efficiently manage and distribute assets, minimizing tax liabilities and ensuring a smooth transfer of wealth to future generations.
• Tax Planning: Identifying opportunities to reduce tax burdens through strategic planning and utilizing available tax reliefs.
• Inheritance Planning: Navigating complex multi-generational inheritance processes with patience and expertise, a service particularly highlighted by numerous client testimonials.
• Cashflow Management: Providing strategies for effective budgeting, saving, and debt management.

The firm’s expertise extends to a diverse clientele, encompassing individuals, families, and small businesses. They pride themselves on their ability to adapt their services to meet the unique needs of each client, fostering a collaborative approach to financial decision-making.

Location and Accessibility

The office is conveniently situated at 2, Four Pillars Financial Planning, Oakridge Office Park, Salisbury SP5 3HT, United Kingdom. Clients can easily access the office via road and public transport. To enhance accessibility, the firm provides a wheelchair-accessible car park, ensuring that individuals with mobility challenges can visit with ease. Furthermore, the premises include Toilet facilities for client comfort. Given the complexity of financial planning, it is generally recommended to Appointments recommended to allow for a thorough consultation and personalized service.

Client Feedback and Reputation

Four Pillars Financial Planning has garnered a strong reputation for its professionalism, expertise, and client-focused approach. As evidenced by their 11 reviews on Google My Business, clients consistently praise the firm’s dedication to providing clarity, reassurance, and effective solutions. One particularly noteworthy comment highlights the firm’s role in navigating complex inheritance matters with ‘patience, diligence, and professionalism,’ emphasizing the invaluable ‘reassurance’ gained through a proper financial planning process. Clients appreciate the confidence they develop in knowing what they can achieve and when, removing anxieties previously associated with attempting to manage their finances independently. The firm’s ability to demystify complex financial concepts and translate them into actionable strategies is a key differentiator.

Contact Information

For inquiries or to schedule an appointment, clients can reach Four Pillars Financial Planning at Phone: 1722444734. Detailed information and resources are also available on their website: Website: 4pfp.co.uk. The website provides a comprehensive overview of the firm’s services, team members, and client testimonials.

In essence, Four Pillars Financial Planning represents a reliable partner for anyone seeking to gain control of their financial future. Their commitment to personalized service, combined with their deep expertise and accessible location, positions them as a leading provider of financial planning services in the Salisbury area and beyond.

👍 Reviews of Four Pillars Financial Planning

Sean D.

5/5

Patrick and the team at Four Pillars have been vital in helping us navigate a complex multi-generational inheritance process with patience, diligence and professionalism. We can’t put a price on the reassurance that we have gained from engaging in a proper financial planning process. We know what we can confidently achieve and when, which has removed all the worry and uncertainty we previously had when trying to “do it ourselves”. Highly recommended.

Diane C.

5/5

Having recently had my annual meeting with Patrick, I can wholeheartedly recommend him as a financial planner. The agenda was well thought through and considered my lifestyle, financial position, and the performance of my business to adapt the existing strategy. It was all explained in a clear way with a meeting summary and actions sent over shortly afterwards. I look forward to working with Patrick and the Four Pillars Team in the years ahead.

The F. P.

5/5

Highly recommend Keith and the team at Four Pillars. It really helps to have someone break down how to approach a subject that can feel quite challenging. Keith and the team have taken time to explain each subject and support us through the process. Thank you.

Martyn S.

5/5

Excellent service from Keith and all of his team on a pensions transfer and the set up of the best model to deal with my situation going forward. I could not recommend him more on everything he has done for me and the planning for my family.

John M.

5/5

Keith and team have proved reliable, practical and helpful, after some less than impressive experiences with other advisers Keith and his team has been a rock and rebuilt our confidence. We'll be always grateful for his work.

Derek B.

5/5

I have been with Keith Hartland's financial planning business since my retirement in 2016 and he and his team have always provided me with excellent advice and service.I have reaped the benefit of Keiths experience and knowledge from day one (when he sorted out my retirement situation) and now the provision of ongoing advice on how to optimally benefit from my pension and investments depending on my personal circumstances and varying needs. For me it's an excellent and fruitful relationship with Four Pillars.

Jane P.

5/5

Keith has been our financial advisor for something like 20 years. He makes complicated things understandable. His team members are competent, caring and capable.
We are pleased to see him as an independent again and are sure that Four Pillars will go from strength to strength.
Bill and Jane Petrie

V M.

5/5

The best thing about Four Pillars is the personal service that they provide, together with sound advice that takes into account the whole person and their life and circumstances.