Cardinal Financial Planning and Wealth Management - Ipswich

Address: 8a Warren Heath Rd, Ipswich IP3 8TD, United Kingdom.
Phone: 1473717939.
Website: cardinalwealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Cardinal Financial Planning and Wealth Management

☎️1473717939

⏰ Open Hours of Cardinal Financial Planning and Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

About Cardinal Financial Planning and Wealth Management

Located at 8a Warren Heath Rd, Ipswich IP3 8TD, United Kingdom, Cardinal Financial Planning and Wealth Management stands out as a trusted name in financial advising and wealth management. Their accessibility is commendable, offering a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, including those with mobility challenges, can receive personalized financial guidance without barriers.

Specializations and Services

Clients can expect expert advice from professionals specializing in financial planning. The company prides itself on its comprehensive approach to managing wealth, with a particular emphasis on providing personalized financial planners who cater to individual risk attitudes and financial goals. This personalized service is a cornerstone of their success, as evidenced by the glowing reviews they have accumulated.

Client Reviews and Ratings

Cardinal Financial Plans boasts an impressive average opinion of 5/5 based on 18 reviews on Google My Business. The feedback speaks volumes about their dedication to client satisfaction. For instance, one satisfied client noted, "Richard has looked after us now for over 2 years and has made a hugely positive difference to our financial planning and investment choices." This level of satisfaction and the emphasis on personal, patient service set them apart.

Key Features and Accessibility

Their location is conveniently situated, making it easy for clients to visit. The wheelchair accessibility ensures that everyone can benefit from their services without concern for physical limitations. This attention to detail reflects their commitment to inclusivity and providing top-notch financial advice tailored to each client's needs.

Why Choose Cardinal Financial Planning and Wealth Management

For anyone seeking clarity on their financial future and planning tools, Cardinal Financial Planning and Wealth Management offers more than just advice; they provide a path to understanding and managing finances effectively. The combination of expert financial planning, personalized service, and an inclusive environment makes them an outstanding choice for clients looking to secure their financial future.

Given their exceptional track record and the high regard in which they are held by their clients, it's highly recommended to explore their services further. You can start by visiting their website or contacting them directly at 1473717939 to schedule a consultation with one of their knowledgeable financial planners.

Don't miss the opportunity to transform your financial outlook with the expertise of Cardinal Financial Planning and Wealth Management. Contact them today to begin your journey towards financial security and prosperity.

👍 Reviews of Cardinal Financial Planning and Wealth Management

Cardinal Financial Planning and Wealth Management - Ipswich

Rich G.

5/5

Richard has looked after us now for over 2 years and has made a hugely positive difference to our financial planning and investment choices. His patient and personal style has made understanding our options simple. His advice has enabled us to take the right decisions and our savings and investments are now working so much better for us, whilst still tailored to our attitudes towards risk.
Richard has our full trust and we would recommend Cardinal Financial Planning and Wealth Management to anyone looking to understand their finances better and plan for the best future.

Malcolm P.

5/5

Richard has been our financial adviser for various things over the years. We can’t thank Richard & his team enough for all the advise & continuing support that they have given us. He is very good at knowing what is best for each of us as myself & my husband both have different investments with Richard. We would both recommend Richard & James to all are friends & family.

Susan R.

5/5

We have received excellent service from Richard for a number years and have trusted him completely with our financial affairs. He is always willing to help and has a sound knowledge which he shares in a friendly way. We are happy to recommend Cardinal.

Sam W.

5/5

I have been using Cardinal Financial Planning and Wealth Management for a few years and have nothing but positive feedback. The team offer a range of financial and mortgage services in a friendly and approachable way.

My experience has been with Richard setting up and managing a stocks and shares ISA. Richard was excellent at explaining how they work, my attitude towards risk and placing my money in a fund which I was comfortable with and understood. I receive regular advice, updates and consultations from cardinal and have built up a good rapport with the team. Cardinal offers a superb, trustworthy service and I look forward to continue using them going forward.

Han C.

5/5

Cardinal Wealth is a company you can trust. Richard has managed my financial affairs for many years, always with the utmost care, efficiency and professionalism. He is extremely knowledgeable, with a wealth of experience in the industry. This, along with his friendly, personable manner and a genuine ability to listen to a client's financial needs and long term goals, is what makes Cardinal Wealth stand out from the crowd. To anyone looking for a company to manage their money with wisdom, integrity and insight, I would recommend Cardinal Wealth without hesitation.

Chriss V.

5/5

My fixed rate mortgage was due to expire and were looking at doing all the hard work ourselves, but speaking to James he took hold of all of that and got it done so quickly and easily. We did not have to do anything, and he handled it all.

Could not thank or appreciate James & others at Cardinal. If I could give more than 5*, would 100% do so.

Thank you!

A K.

5/5

James really helped me to secure a mortgage and always went the extra mile to help me. I am very grateful to him for putting me at ease and being so proactive during such an anxious and stressful time. He was great at communicating with everybody I needed him to speak with and always got back to let me know what the situation was. Even when things looked a bit bleak with my potential lender, James was able to help get us back on track and secure the mortgage for me - even at times when I was stressed and impatient, he was calm and understanding. He then dealt with the bank, my solicitors, estate agents and potential life insurance/critical illness companies on my behalf. Whenever I spoke with Richard and Lydia at Cardinal they were also incredibly helpful. Thank you all!

Barbara R.

5/5

Cardinal has managed our finances for several years, everything is fully explained and the face to face annual review allows us to check our situation and change as necessary. We can talk directly to our manager at any time and the returns on our investments have exceeded our expectations throughout. A very trustworthy and professional company we would thoroughly recommend.