Willow Brook Lifestyle Financial Planning - Pontypool

Willow Brook Lifestyle Financial Planning is a distinguished financial planning company located at Middle Farm, 64 Stafford Rd, Griffithstown, Pontypool NP4 5LG, United Kingdom. They can be reached by phone at 7889516746 and through their website willowbrooklfp.co.uk.

This financial planning firm specializes in creating personalized financial plans to help clients achieve their lifestyle goals. Some of their specialties include retirement planning, tax-efficient investments, and estate planning.

The company is also committed to providing a comfortable and accessible experience for all clients. They feature a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended but not always necessary.

Willow Brook Lifestyle Financial Planning has garnered 3 reviews on Google My Business, with an impressive average rating of 5/5. Reviewers have praised the company for their professionalism, dedication, and commitment to their clients. One reviewer noted, 'Ceri and her team are super professional, and another mentioned that they 'cannot rate Ceri and her team enough'. Many reviewers have also appreciated the company's understanding of and support for women who have experienced financial challenges following abusive relationships.

In conclusion, Willow Brook Lifestyle Financial Planning offers a reliable and supportive financial planning service with a strong focus on their clients' needs. Their accessibility and commitment to customer satisfaction make them a top choice for those seeking financial guidance.

Characteristics and Location

• Financial planning company
• Located in Griffithstown, Pontypool NP4 5LG, United Kingdom
• Personalized financial plans
• Specializes in retirement planning, tax-efficient investments, and estate planning
• Wheelchair-accessible car park, entrance, and toilet

Recommended Information

• Visit their website at willowbrooklfp.co.uk
• Contact them by phone at 7889516746
• Make an appointment to discuss your financial planning needs

Keywords: Financial planning, retirement planning, tax-efficient investments, estate planning, wheelchair-accessible, personal finance

👍 Reviews of Willow Brook Lifestyle Financial Planning

Jude T.

5/5

Cannot rate Ceri and her team enough.. She is super professional and did battle on my behalf when some financial services were falling short. She is diligent, committed and I feel genuinely cares for her clients. She gets results too. Highly recommended ! She also understands the situation of many women who have left abusive relationships and who need to preserve their assets after poor pay outs.. I found her supportive and sensitive . A real winner .

S W.

5/5

Finding Ceri has been an absolute blessing. The financial advice she has given me throughout my painful and difficult divorce has been outstanding. She has so much compassion and goes out of her way to provide the facts and reassurance I need. During my long marriage I had very little control over my finances and felt not only stupid, for allowing this to happen, but overwhelmed by the uncertainty of how to calculate my future financial needs as a single 50 year old woman. Her ethos is to empower women to have the confidence and knowledge to ask for what they are rightfully entitled to and who thought they couldn’t do it. Thank you Ceri.

Avinash H.

5/5

Compassionate, sensitive, clear and very thorough in her understanding and advice. Highly and wholeheartedly recommend