Pineapple Financial Planning - York

Pineapple Financial Planning, located at Tudor House, Westfield Ct, Copmanthorpe, York YO23 3TA, United Kingdom, is a reputable financial planning firm that has been providing exceptional services to its clients for years. Their phone number is 1904373110 and their website can be found at pineapplefp.co.uk.

The firm specializes in financial planning and offers a range of services tailored to meet the unique needs of each client. They provide on-site services and also offer online appointments, making it convenient for clients to access their services. Pineapple Financial Planning is committed to ensuring accessibility for all, with a wheelchair-accessible car park and wheelchair-accessible toilet available. It is recommended to make an appointment prior to your visit.

With a strong emphasis on personalized attention, Pineapple Financial Planning has earned a stellar reputation among its clients. The firm's team of experienced professionals works closely with clients to develop and implement customized financial plans that cater to their specific goals and aspirations. They take the time to explain complex financial concepts and ensure that clients have a full understanding of every aspect of their plan.

The company has received 21 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise the firm for its tailored and professional advice, which not only challenges their current thinking but also empowers them to plan effectively for the future. One client shared their experience with a retirement cashflow projection, highlighting how the service helped them plan effectively for the future with various scenarios in mind. Another client appreciates the care taken by the team to simplify complex concepts and address any questions without judgment.

👍 Reviews of Pineapple Financial Planning

Niall

5/5

Alex offers tailored and professional advice which both challenges and enables my ways of thinking and planning for the future to help achieve, short, medium and long-term goals. I would highly recommend his services!

Tim C.

4/5

We have been working with Alex for a few years now. Recently, he worked with us on a retirement cashflow projection, which we've found very useful in being able to plan effectively for the future, with various scenarios in mind. Alex always takes time to explain what he's doing and to simplify the complex, with no question considered dumb! 🙂

Larry L.

5/5

I have nothing but praise for Alex and his services as he has always been so willing and helpful in looking after my portfolio and made it easy to understand for me and my wife. Also the products he has put me in has produced exceptionally high returns and he has always had a great understanding of our requirements to suit our needs. He is very knowledgeable and professional in his approach.

Ali M.

5/5

Alex brings a fresh look to Financial Planning. His approach is very tailored to my needs, spending as much time necessary to discuss the various options available. He is incredibly professional and patient, explaining everything in detail, but also puts a personal touch on things as well. I would highly recommend to anyone looking for Financial advice at whatever level.

Tracey E.

5/5

Alex has been invaluable with regards many aspects of our financial planning. He always takes the time to fully explain everything and nothing is too much trouble. We feel like he understands ours, and our family's needs, and with his excellent and up-to-date knowledge of the current financial markets, mixed with his personable, yet professional nature, we wouldn't hesitate to recommend him.

Terry K.

5/5

I have dealt with financial advisers in the past and Alex brings a fresh approach to my finances and helps me build and stick to my financial plans. He is always available when needed, is proactive in contacting me and sending things that he thinks will be relevant for me and my finances and I generally have a lot of trust with him. Happily recommend

Daniel M.

5/5

Alex is a consummate professional. Talked us through all of our options, explained anything we didn't understand. Making investments is a big deal for a lot of people and Alex made sure we knew exactly what we were signing up for before we did anything. He gave us complete transparency over any fees and really put us at ease that our money would be in good hands. He's an absolute pleasure to chat to and his knowledge and expertise in his field really shine through! Top guy!

Paul F. (. H. B.

5/5

Having previously had a far from favourable experience with sjp, Alex restored our confidence with his extensive knowledge, constant optimism and superlative patience. Alex went above and beyond his remit to reassure a mature couple dithering with investments versus old habits, and delivered on every task set. We would most certainly recommend and trust Alex at pineapple financial planning. Paul and Hilary