Method Financial Planning - Bishop's Stortford

Address: Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom.
Phone: 1279295928.
Website: methodfp.com
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Assistive hearing loop, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended, Paid multi-storey car park, Paid parking lot, Paid street parking.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Method Financial Planning

Method Financial Planning Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom

⏰ Open Hours of Method Financial Planning

  • Monday: 9 am–6 pm
  • Tuesday: 9 am–6 pm
  • Wednesday: 9 am–6 pm
  • Thursday: 9 am–6 pm
  • Friday: 9 am–6 pm
  • Saturday: Closed
  • Sunday: Closed

Method Financial Planning

Method Financial Planning es una empresa de asesoramiento financiero con sede en Millers Three, Millars Maltings, Southmill Rd, Bishop's Stortford CM23 3DH, United Kingdom. Puedes contactarlos al teléfono 1279295928 o visitar su sitio web en methodfp.com.

Características

Method Financial Planning ofrece asesoramiento financiero personalizado a individuos y familias, con un enfoque en la planificación financiera a largo plazo. Sus especialidades incluyen consultoría financiera.

La empresa cuenta con un entorno acogedor y accesible, con servicios en línea y en-site. Además, es accesible para personas con discapacidad, con instalaciones como un sistema de pasarela auditiva y asientos y avenidas para sillas de ruedas.

Acompañamientos recomendados

Es recomendable realizar una cita previa para asegurarse de que el asesoramiento financiero sea personalizado y efectivo. Además, la empresa ofrece estacionamiento multihistoria y estacionamiento público.

👍 Reviews of Method Financial Planning

Method Financial Planning - Bishop's Stortford
Carolyn F. H.
5/5

We have had Martin Jackson as our Financial Advisor for the last 3 years. We have always found him to be both professional and personable in his approach and give sound financial advice with reference to our investments. We value his care and attention to detail and found him to be efficient and effective in his management of our affairs. He tailors his advice to our personal needs, and takes an active interest in our lives. He has helped us to clarify our financial needs and plan for the future. We consider that we have found someone who we trust to guide us through our retirement.

Method Financial Planning - Bishop's Stortford
Danielle S.
5/5

Martin Jackson is reliable, trustworthy and knowledgeable. He meets with us every six months to discuss our finances in detail and walks us through our portfolio, patiently answering any questions we might have, and always following up after each meeting. Having always given good advice and never steered us wrong, I fully trust Martin and genuinely believe that he has our best interests at heart. I have already recommended Martin to others and will continue to do so.

Method Financial Planning - Bishop's Stortford
Kate V.
5/5

Martin Jackson provides excellent, knowledgeable, professional, considered and methodical advice. He fully understands my specific financial requirements and my ongoing goals. Martin explained the options available in the lead up to retirement and has helped me with my long term financial planning with investments and pensions. A real people person, he is always quick to respond to any queries, is utterly reliable and trustworthy.

Method Financial Planning - Bishop's Stortford
Kevin R.
5/5

I have known Martin now for over 3 years, in that time I have built up a complete trust in him and his advice. He keeps things simple and easy to understand. Always gives you the pros and cons for any investments so you can make an informed choice. I would definitely recommend Martin to take good care of all your financial planning.

Method Financial Planning - Bishop's Stortford
Rebecca R.
5/5

We found Martin to be very easy to chat to, very knowledgeable and really keen to understand and help with the issues we discussed with him. He provided clear, straightforward and pertinent advice that was exactly what we needed, and we would absolutely recommend his services. Thank you Martin!

Method Financial Planning - Bishop's Stortford
Kevin W.
5/5

I was passed martins details from my accountant having had a quick conversation about planning for my future.

I have always been hesitant regarding pension and financial planning experts, however, Martin is a true professional.
He explained the process and the different options available in a way that made sense without all the confusing jargon that others would use.

He is extremely personable and interested in what makes me tick as an individual to ensure his advice fits me perfectly
.
I already strangely regard Martin as a friend and am sure we will have a very long working relationship together.

Would I suggest Martin to anyone else? Simply, YES!

Thank you Martin for your valuable assistance with the financial planning for my future.

Method Financial Planning - Bishop's Stortford
Ben U.
5/5

Martin was brilliant at helping me understand my pension and investment options and explained things very clearly and in simple terms. He was very personable and was really enthusiastic about understanding what was important to me, and how I could make the most of my financial situation and planning for the future. His industry knowledge, experience and advice was excellent, I would certainly recommend Martin to anyone else looking to ensure their finances are invested in the right way.

Method Financial Planning - Bishop's Stortford
David W.
5/5

Martin Jackson is the consummate professional when it comes to overseeing my pension and financial planning requirements.

What I particularly like about his approach is his ability to simplify sometimes complex financial matters, explaining how and why he is choosing to invest my money, to maximise the returns.

He operates with full transparency and over the five years I’ve known him he has gained my total trust.

Not only is he highly skilled in pension management and much broader financial planning, he is extremely personable and someone I now regard as a friend.

Method Financial Planning is a relatively new entity, but be in no doubt, Martin is no novice!

I cannot speak highly enough of him and he comes with a 5 Star recommendation.

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