Brookfield Financial Planning - Altrincham

Address: Moss House, Moss Ln, Altrincham WA15 8GZ, United Kingdom.
Phone: 1619040018.
Website: brookfield-fp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Brookfield Financial Planning

Brookfield Financial Planning Moss House, Moss Ln, Altrincham WA15 8GZ, United Kingdom

⏰ Open Hours of Brookfield Financial Planning

  • Monday: 9 am–5:30 pm
  • Tuesday: 9 am–5:30 pm
  • Wednesday: 9 am–5:30 pm
  • Thursday: 9 am–5:30 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Brookfield Financial Planning

Brookfield Financial Planning es una empresa de planificación financiera ubicada en Moss House, Moss Ln, Altrincham WA15 8GZ, Reino Unido, que ofrece servicios de planificación financiera a sus clientes.

La empresa cuenta con un equipo experimentado y dedicado que proporciona asesoramiento imparcial, actualizado y preciso para ayudar a sus clientes a lograr sus objetivos financieros.

Especialidades y Servicios

  • Financial planner
  • Auditores
  • Planificación de inversiones
  • Planificación de jubilación
  • Planificación de educación

Brookfield Financial Planning tiene una buena reputación en el sector, con 11 reseñas en Google My Business, lo que refleja su compromiso con la satisfacción de sus clientes.

Los clientes elogian a la empresa por su profesionalismo, amabilidad y atención al detalle. Se considera un lugar de confianza para aquellos que buscan crecer sus finanzas.

La empresa posee un aparcamiento con acceso peatonal y una inclusión de personas con discapacidad, lo que la convierte en una opción accesible para todos.

Información de Contacto

Diriga a Brookfield Financial Planning en 1619040018 o visite su sitio web en www.brookfield-fp.co.uk para obtener más información.

👍 Reviews of Brookfield Financial Planning

Brookfield Financial Planning - Altrincham
Andrew F.
5/5

Trusted Brookfield for years with my investments. The advice is always unbiased, current and accurate. The team are lovely to get on with and nothing is a hassle.

Brookfield have been exceptional in turning my investments into further revenue. I will continue to use them and I can highly recommend to anyone thinking of growing their wealth.

Brookfield Financial Planning - Altrincham
Joy C.
5/5

Nick and his highly professional team provide very high quality advice, help and support for every aspect of financial planning. Nick tailors his advice in a totally personalised and bespoke manner that is easy to understand. He leads on the implementation plan and provides total reassurance throughout keeping you fully updated throughout. I would not hesitate to highly recommend Brookfield Financial Planning.

Brookfield Financial Planning - Altrincham
Alan M.
5/5

I was referred to speak to Claire Manterfield at Brookfield Financial Planning by my father-in-law who has been using them for years. Claire helped me find a mortgage for my current property and expertly guided us through the application process. More recently she has consolidated my 6 occupational pensions into one manageable pot which I am able to access and monitor online. Claire has always been very knowledgeable and, crucially, super-responsive. I wouldn't hesitate to recommend Claire Manterfield and Brookfield Financial Planning.

Brookfield Financial Planning - Altrincham
Malc B.
5/5

Great staff to deal with. I think they treat my money with the same care and attention as they would their own. My money is also accessible to view at any time and they deal with my instructions with courtliness and professionalism. The advice I have been given enhances my own understanding of dealing with money, but it takes away the worry and uncertainty, because the team are doing this for me. Would recommend Nick Manterfield and the team to anyone.

Brookfield Financial Planning - Altrincham
Fiona S.
5/5

I have used Brookfields for several mortgages and remortgages over the years and Claire and the team always go out of their way to help and provide the best possible solution for me. They have also provided excellent service to all my family and I'd recommend them to anyone.

Brookfield Financial Planning - Altrincham
Mark H.
2/5

All very odd really. I met Nick several years ago, and although matters went no further at that stage I was suitably impressed. So when I decided I did want IFA advice a couple of years ago I came to see Nick.

All was fine - Nick advised me on a portfolio for our SIPPs and ISAs, and we followed his advice. A year or so later I attended for a portfolio review meeting, at the conclusion of which Nick said he'd follow-up with some suggested amendments to our portfolios.

And then..... well, a big fat zero really. No follow-up from Nick, no reply to my email about the lack of follow-up, no reply to my phone call etc. I have absolutely no idea why I've effectively been 'dropped' as a client. The only thing I can think of is it's the fact that my preferred way of dealing was paying a 'per hour' rate (£200ph) for Nick's advice, as opposed to paying a % of investment cost/value. In which case, surely the professional thing to do would have been to tell me that.

As I said, all very odd, especially as Nick is such a personable chap.

Brookfield Financial Planning - Altrincham
Chris B.
5/5

We have been using Brookfield Financial Planning for years and have always been really happy with the advice and personal service provided. Would always recommend to anyone.

Brookfield Financial Planning - Altrincham
Krystina S.
5/5

I have been a client for a number of years and have found the team to be friendly, professional, efficient and knowledgeable. I have no hesitation in recommending Brookfield Financial Planning.

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