Finli (Westerham) LLP, formerly Beaufort Financial Westerham - Westerham

Finli (Westerham) LLP: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Finli (Westerham) LLP, formerly Beaufort Financial Westerham, presents a dedicated service rooted in personalized support and strategic advice. Situated in the picturesque Westerham, Kent, the firm operates from a modern location within The Granary, Squerryes Estate. This convenient address – Unit 3, The Granary, Squerryes, Estate, Westerham TN16 1SL, United Kingdom – provides a professional and accessible environment for clients. Contacting Finli is straightforward via their dedicated phone line: 1959581020. Further details and information regarding their services are readily available on their website: finli.co.uk.

Specializations and Services

Finli (Westerham) LLP specializes in offering a comprehensive suite of financial planning services designed to meet the diverse needs of their clientele. While specific service offerings may vary, they typically encompass retirement planning, investment management, inheritance tax planning, and ongoing portfolio reviews. The firm prides itself on a client-centric approach, prioritizing the development of bespoke strategies aligned with individual goals and circumstances. They demonstrate a commitment to understanding the unique financial landscape of each client, ensuring that recommendations are both relevant and effective. The firm’s focus on creating a truly collaborative relationship with clients is a key differentiator.

Location and Accessibility

The firm’s location at The Granary, Squerryes Estate, provides a welcoming and professional setting. The estate itself is known for its beautiful surroundings, offering a tranquil environment for discussions regarding important financial decisions. Beyond the location, Finli (Westerham) LLP is committed to ensuring accessibility for all clients. Specifically, they offer a wheelchair-accessible car park and a wheelchair-accessible toilet, reflecting a dedication to inclusivity and ease of access. The facility also features standard toilet facilities, contributing to a comfortable experience for all visitors. It's important to note that appointments are required for all consultations, reflecting the personalized nature of the service. Furthermore, the firm recommends appointments to facilitate in-depth discussions and detailed planning.

Client Feedback and Reputation

Finli (Westerham) LLP currently maintains 4 reviews on Google My Business, offering a glimpse into the experiences of their clients. While the overall average opinion is 3.3/5, these reviews highlight a range of sentiments, suggesting a solid foundation of positive feedback alongside areas for potential improvement. Many clients specifically commend the quality of advice provided and the responsiveness of the team. For example, one client expressed gratitude for “Great Advice from Felix, got me a really good lead, thanks very much, well done ”. This suggests a strong ability to deliver valuable insights and solutions. The firm’s commitment to building strong client relationships appears to be a recurring theme in the feedback received. The reviews indicate a dedication to understanding client needs and tailoring advice accordingly.

Key Features and Considerations

• Expert Financial Advice: The core offering is a comprehensive range of financial planning services.
• Personalized Approach: Tailored strategies are developed to suit individual client needs.
• Accessibility: The location boasts wheelchair accessibility, demonstrating a commitment to inclusivity.
• Appointment-Based Service: All consultations require appointments, emphasizing the personalized attention provided.
• Strategic Location: Situated within the Squerryes Estate, offering a pleasant and professional environment.

In conclusion, Finli (Westerham) LLP represents a reliable and approachable option for those seeking professional financial planning assistance. Their commitment to accessibility, combined with their focus on personalized service and expert advice, positions them as a valuable resource for individuals and families navigating their financial futures. The firm’s dedication to building strong client relationships, as evidenced by positive feedback, further strengthens their reputation within the community.

👍 Reviews of Finli (Westerham) LLP, formerly Beaufort Financial Westerham

James W.

2/5

Not great if I'm honest.
I had a meeting with one of the guys here and he provided very little in terms of info. The gentleman in question was pleasant enough but he offered virtually nothing in terms of advice. I subsequently went to Citrus Finance and the guy there was SO much more helpful and gave me a variety of solutions to my particular issue.
Unfortunately I couldn't recommend this firm.

Bernard M.

1/5

These people ill advise and then when challenged when investments go down blatantly lie. Avoid like the plague

Ben S.

5/5

Great Advice from Felix, got me a really good lead, thanks very much, well done !!

Ratnajothy S.

5/5