Dandelion Financial Ltd - Swindon

Dandelion Financial Ltd: A Trustworthy Financial Planner in Highworth, Swindon

Dandelion Financial Ltd is a financial planning firm located at 32 High St, Highworth, Swindon SN6 7AQ, United Kingdom. They can be reached by phone at 1793765153. Their website, dandelionfinancial.co.uk, offers valuable information about their services and expertise.

Specialties

As a financial planner, Dandelion Financial Ltd provides expert guidance and support in managing clients' financial affairs. Their specialties include investment planning, retirement planning, estate planning, and tax planning. They are dedicated to helping clients achieve their financial goals and secure their financial future.

Characteristics

Dandelion Financial Ltd is known for its personalized service, attention to detail, and commitment to ongoing professional development. They take the time to listen to their clients' needs, goals, and concerns, and provide tailored solutions that meet their unique circumstances. Their market knowledge and expertise are evident in their advice and recommendations.

Location and Accessibility

Their office is located in the heart of Highworth, Swindon, with easy access to wheelchair-accessible parking and restroom facilities. This convenient location makes it easy for clients to visit the office and meet with their financial planner in person.

Opinions and Average Opinion

Dandelion Financial Ltd has received positive reviews from clients, with an average opinion of 5/5 on Google My Business. Clients have praised the firm's professionalism, expertise, and commitment to providing excellent service. Some have noted that Sarah Watch, the firm's principal financial planner, is an exceptional listener and questioner, and that her market knowledge and ongoing professional development are evident in her advice and recommendations.

Recommendation

If you are looking for a trustworthy and experienced financial planner, Dandelion Financial Ltd is an excellent choice. Their expertise, attention to detail, and commitment to ongoing professional development make them a valuable partner in managing your financial affairs. We recommend visiting their website at dandelionfinancial.co.uk to learn more about their services and to schedule a consultation.

👍 Reviews of Dandelion Financial Ltd

Rachel G.

5/5

Sarah Watch is everything you would want in an IFA - she listens, asks great questions which make you think more deeply about what you want to achieve with both investments & how you want to leave your affairs (in the event of your death). She is conscientious & committed to getting things finished even if you're not the most organised individual! Sarah's market knowledge & commitment to her on-going CPD is evident. I would thoroughly recommend Sarah & Dandelion Financial to anyone needing the services of an IFA or will writer.

E T.

5/5

In a short space of time Dandilion Financial made such a positive difference. Thank you so much for achieving things that didn't seem possible! Strongly recommend to anyone looking for financial advice