Butterfly Financial Planning Limited - Bromley
Address: Contingent Works, Elmfield Rd, Bromley BR1 1LW, United Kingdom.
Phone: 2030936926.
Website: butterflyfinancialplanning.co.uk
Specialties: Financial consultant, Consultant, Divorce service, Financial planner, Investment service.
Other points of interest: Toilet, Appointments recommended, Paid street parking.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Butterfly Financial Planning Limited
Introduction
Butterfly Financial Planning Limited, nestled at Contingent Works in the bustling town of Bromley, United Kingdom, is a beacon of professionalism and expertise in the realm of financial planning and consulting. This dedicated firm, established to guide individuals and businesses through the complex labyrinth of financial management, has carved a niche for itself, earning a stellar reputation and an impressive average rating of 5/5 from its clients.
Main Services
- Comprehensive Financial Planning: Butterfly Financial Planning Limited offers a holistic approach to financial planning, tailored to each client's unique needs and circumstances. Their expert team works closely with clients to understand their financial goals and provide strategic, long-term solutions.
- Retirement Planning: The firm specializes in retirement planning, helping clients navigate the intricacies of pensions and other retirement savings vehicles. They provide personalized advice on accumulation, decumulation, and everything in between to ensure a comfortable retirement.
- Business Owners: Butterfly Financial Planning Limited understands the complex financial landscape faced by business owners. They offer bespoke financial planning services, including succession planning, key person insurance, and exit strategies, to help business owners grow, protect, and ultimately realize the value of their businesses.
- Divorce Services: The firm provides sensitive and professional financial advice during divorce proceedings. They help clients understand their financial entitlements and obligations, and work towards achieving a fair and equitable settlement.
- Investment Services: Butterfly Financial Planning Limited offers investment services, designed to grow and protect clients' wealth. They provide independent, unbiased advice on a wide range of investment options, from ISAs and pensions to stocks and bonds.
- NHS Pension Advice: With a deep understanding of the complex NHS pension scheme, the firm provides specialist advice to NHS employees. They help clients maximize their benefits, navigate pension flexibilities, and plan for retirement.
Location and Access
Butterfly Financial Planning Limited is conveniently located at Contingent Works, Elmfield Rd, Bromley BR1 1LW, United Kingdom. The office is situated in the heart of Bromley, a vibrant town with a rich history and a diverse range of amenities. The area is well-served by public transportation, with Bromley South Station just a short walk away, offering direct links to London Victoria and other major destinations. For those driving, there is paid street parking available nearby.
Featured Characteristics
- Expert Team: The firm's team comprises experienced financial planners and advisors, each bringing their unique skills and expertise to the table. They are committed to providing the highest standards of service and are dedicated to continuous professional development.
- Independent Advice: Butterfly Financial Planning Limited prides itself on providing independent, unbiased advice. They are not tied to any product providers, ensuring their recommendations are always in the best interests of their clients.
- Client-Centric Approach: The firm's approach is deeply rooted in understanding and meeting the unique needs of each client. They take the time to listen, understand, and address each client's financial goals and concerns.
- Transparent Fees: Butterfly Financial Planning Limited believes in transparency in all aspects of their business, including their fees. They clearly outline their charging structure, ensuring clients are fully informed before proceeding with any service.
Practical Information
- Contact Information: You can reach Butterfly Financial Planning Limited by phone at 2030936926, or via email at [email protected]. Their website, butterflyfinancialplanning.co.uk, is a wealth of information on their services and team.
- Social Media: The firm maintains an active presence on several social media platforms. You can find them on Facebook, Instagram, and LinkedIn for the latest updates and insights.
- Appointments: The firm recommends making an appointment before visiting. This ensures their team can dedicate sufficient time to understanding and addressing your financial needs.
- Accessibility: The office is wheelchair accessible, and there is a toilet on the premises.
Positive Aspects from Reviews
Butterfly Financial Planning Limited has received glowing reviews from its clients, with an average rating of 5/5 on Google My Business. Two particularly notable reviews highlight the following positive aspects:
- "Rakhee is extremely knowledgeable around financial planning and she has worked with a number of my clients in providing them with guidance and advice. She is very friendly and personable."
- "Rakhee is a Financial Advisor with integrity. She treats her clients with the utmost care and attention and delivers a first class service."
These reviews underscore the firm's commitment to professionalism, expertise, and client care. They also highlight the friendly and personable nature of the team, making complex financial planning feel accessible and reassuring.
👍 Reviews of Butterfly Financial Planning Limited
