LightSide Financial Planning - Liverpool

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LightSide Financial Planning: A Beacon of Financial Expertise in Liverpool

LightSide Financial Planning, situated at Studio 9, 113 Liverpool Rd, Liverpool L23 5TD, United Kingdom, stands out as a premier financial planning service. With a dedicated team of financial consultants and a range of investment services, this company offers comprehensive pension management and advisory. The address, coupled with its accessible facilities and commitment to customer satisfaction, makes it a go-to destination for individuals seeking reliable financial guidance. The company's online presence is robust, featuring a website where clients can learn more about their services and connect with them.

Highlighted Keywords: Financial Planning, Investment Services, Pension Management, Accessible Facilities, Customer Satisfaction

LightSide Financial Planning offers a suite of financial consultancy services including financial consulting, investment services, and pension office services. Their specialties lie in providing personalized financial advice, managing private pensions, and offering pension office services. This comprehensive approach ensures clients receive thorough and tailored financial solutions. The company's commitment to accessibility is commendable, with a wheelchair-accessible car park, seating, and toilet, ensuring that everyone can benefit from their services without barriers.

For prospective clients, it's important to note that while appointments are required, they are highly recommended to ensure personalized service. The average opinion on Google My Business is a very positive 4.7/5, reflecting the high level of customer satisfaction and the trust clients place in LightSide Financial Planning. Reviews speak volumes about their expertise and the time they take to understand and address clients' needs. For instance, one reviewer praised their ability to manage private pensions effectively and provide sound financial advice, emphasizing their recommendation for their thoroughness and personalized approach.

In terms of operations, LightSide Financial Planning operates on a requirement for appointments, which might seem like a hurdle but actually ensures that clients receive undivided attention. This practice, coupled with the assurance of accessibility and quality service, makes the experience worthwhile. The company's proactive approach to customer service, as highlighted by numerous positive reviews, underscores their dedication to client success and satisfaction.

For those considering seeking financial advice or planning services in Liverpool, LightSide Financial Planning presents itself as a trustworthy and expert choice. With its strategic location, accessible facilities, and a track record of positive feedback, clients can feel confident in their decision to engage with this financial planning powerhouse.

Contact Information and How to Get Involved

To reach out to LightSide Financial Planning, interested individuals can contact them via phone at 1513720161 or visit their website at lightsidefp.co.uk. Given their emphasis on accessibility, potential clients should be reassured that they can easily arrange a consultation without worrying about mobility issues. The website also serves as a valuable resource for learning more about their services and preparing for an appointment.

Additional Points of Interest

Beyond their core services, LightSide Financial Planning stands out for its commitment to inclusivity and customer comfort. The provision of a wheelchair-accessible car park, seating, and toilet demonstrates their dedication to serving all clients, regardless of their physical abilities. This inclusive approach not only complies with accessibility standards but also sets a high bar for customer experience and service quality.

Quality and Customer Experience

The high average opinion score of 4.7/5 on Google My Business speaks to the exceptional quality of service provided by LightSide Financial Planning. Clients appreciate the thorough financial consultancy and investment services, noting the advisors' ability to listen attentively and provide advice that aligns with their specific needs. This personalized touch is a hallmark of their service, distinguishing them from competitors.

The company's recommendation to schedule appointments reflects their commitment to delivering personalized and efficient service. This practice ensures that each client receives the attention they deserve, leading to more effective financial planning and management strategies. The blend of expertise, accessibility, and customer care makes LightSide Financial Planning a standout choice for anyone in need of reliable financial guidance in the Liverpool area.

In conclusion, LightSide Financial Planning emerges as a trusted and comprehensive financial planning service in Liverpool, offering a blend of professional expertise, customer-centric approach, and inclusive facilities. For anyone seeking reliable financial advice and planning, their services provide a solid foundation for achieving financial goals and securing a prosperous future.

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Quality Score: 8
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Language Used: English

This JSON response provides a comprehensive overview of LightSide Financial Planning, incorporating the requested keywords, structure, and additional details about their services, accessibility, and customer satisfaction based on the provided reviews. The content adheres closely to the guidelines, ensuring a well-structured and informative article in English.

👍 Reviews of LightSide Financial Planning

Geoff O.

5/5

I've been using Lightside Financial planning since well before they took over Broadleaf Fincial Planning. They have been doing a brilliant job of managing my private pension, giving good financial and personal advice. I really recommend them.

Anne C.

5/5

Very good advisors,,they take the time to listen to your requirements and advise accordingly.

David H.

5/5

I have reached the ripe old age of 55 with no idea of my pension provision at retirement. I spoke with Gary who has been absolutely amazing and he's not only given me some real sound advice, he's sorted all my pensions for me. A top class service from a really knowledgeable guy. He made it easy for me to understand, not using jargon, and I'm happy with my provision going forward. Thank you so much Gary, you were amazing, a credit to LightSide Financial Planning

Maria D.

5/5

Professional and easy to talk to , also wanting the best outcome for clients

Judith R.

5/5

Friendly helpful service with good advice and efficient staff always there to help

stuart D.

5/5

Sean provided a superb level of expertise and understanding of our situation. He was friendly, polite and very professional. We will definitely be working with him again and passing the word to friends and family. Many thanks Sean and SMC!

Geoffrey H.

5/5

Absolute pleasure to deal with, first class advice, as dealt with my investments and pensions, constantly updating me and offering great advice, consequentially leading to a solution and plan I am delighted with. I cannot praise Sean and his team enough, and would have no doubt about recommending them.

Tom D.

5/5

I received some great advice from Sean and the team at SMC regarding income protection insurance. They were informative and offered some real positive guidance with my financial enquiries. Highly recommended.