Independent Financial Strategies - Banbury

Independent Financial Strategies: A Comprehensive Guide for Those Seeking Financial Consultancy

Independent Financial Strategies is a financial consultancy firm located at Manor Cottages, Horley, Banbury OX15 6BJ, United Kingdom. You can easily reach them by phone at 1295738566. This company specializes in providing financial consultancy services, and they have a wheelchair-accessible car park and toilets on-site, making it convenient for all clients.

Characteristics of Independent Financial Strategies

As a financial consultancy firm, Independent Financial Strategies offers a wide range of services tailored to meet the unique financial needs of each client. Their team of experienced financial consultants works closely with individuals, families, and businesses to develop and implement effective financial strategies that align with their clients' goals and values.

The firm's areas of expertise include investment planning, retirement planning, estate planning, tax planning, and risk management. They utilize a holistic approach to financial planning, taking into account all aspects of a client's financial situation to create a customized plan that maximizes their wealth and minimizes their tax liability.

Location and Accessibility

Independent Financial Strategies is situated in the picturesque village of Horley, Banbury, in Oxfordshire, England. The office is easily accessible by car, with a wheelchair-accessible car park available on-site for clients with mobility issues. The office also has toilets for the convenience of all clients.

The firm's proximity to major roads and public transportation options makes it easily reachable from nearby towns and cities. Clients can enjoy the tranquility of the countryside while receiving expert financial advice and planning services.

Recommended Information for Prospective Clients

When considering engaging the services of Independent Financial Strategies, potential clients may want to inquire about the firm's:

1. Qualifications and experience: Ask about the qualifications, experience, and areas of expertise of the financial consultants who will be working with you. Ensure they have the necessary knowledge and skills to provide the financial advice and planning services you require.

2. Fee structure: Understand the firm's fee structure and how they charge for their services. Be aware of any potential conflicts of interest, such as commissions earned from the sale of financial products.

3. Approach to financial planning: Inquire about the firm's approach to financial planning and whether it aligns with your values and goals. Ensure they take a holistic approach that considers all aspects of your financial situation.

4. Communication and reporting: Understand how the firm communicates with clients and how often they provide updates and reports on the progress of your financial plan. Ensure they provide clear, concise, and regular communication.

Recommendation

If you are looking for a reputable and experienced financial consultancy firm, Independent Financial Strategies is an excellent choice. Their team of knowledgeable financial consultants, wheelchair-accessible office, and commitment to providing personalized financial planning services make them an ideal partner for those seeking to secure their financial future.

Visit their website today to learn more about their services and how they can help you achieve your financial goals. Don't hesitate to contact them at 1295738566 or by email to schedule an appointment and start your journey towards financial success.

Note: According to Google My Business, this company has 0 reviews and an average opinion of 0/5. While this may not provide a comprehensive picture of their reputation, it is essential to conduct your research and consider multiple factors when selecting a financial consultancy firm.