ProPlan Financial Advice Limited - Clitheroe

Address: The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB, United Kingdom.
Phone: 1200411955.
Website: proplanfa.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

Location of ProPlan Financial Advice Limited

1200411955

ProPlan Financial Advice Limited is a financial planning firm located in Barrow, Clitheroe, United Kingdom. Their address is: The Printworks, Suites 5 & 6, Hey Rd, Barrow, Clitheroe BB7 9WB, United Kingdom. They can be reached by phone at: 1200411955. Their website is: proplanfa.co.uk.

One of the main specialties of ProPlan Financial Advice Limited is financial planning. They provide expert advice on various financial matters, helping individuals and businesses make informed decisions about their financial future.

The company's office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and seating. This makes it easy for people with mobility issues to visit the office and receive the financial advice they need.

ProPlan Financial Advice Limited has received 23 reviews on Google My Business, with an average rating of 5 out of 5. This is a testament to the high-quality financial advice and excellent customer service provided by the company.

If you are looking for a financial planner who can help you achieve your financial goals, ProPlan Financial Advice Limited is an excellent choice. Their team of experienced financial planners can provide you with the expert advice you need to make informed decisions about your money.

To learn more about ProPlan Financial Advice Limited and the services they offer, visit their website at proplanfa.co.uk. From there, you can explore their services, meet their team, and get in touch to schedule a consultation.

Reviews of ProPlan Financial Advice Limited

ProPlan Financial Advice Limited - Clitheroe

Mandy Evans

5/5

Steven has looked after myself and my husband for many years. He has given us some fantastic advice which enabled us to retire in March 2023 which is earlier than we ever thought possible. 6 months on and we are comfortable and happy and couldn't have done it without Steven's very patient help and clear guidance.

Martin Ackroyd

5/5

Highly professional and extremely knowledgeable, Steven has been our trusted, financial advisor for a number of years. He has a very friendly and approachable manner making communication with him easy. He meets us regularly, providing sound advice and ongoing support. We would have no hesitation in recommending Steven to others.

Philip Hartley

5/5

We are delighted with the advice that we have received from Steven. He is engaging and informative and has recently analysed our finances, suggesting changes that will be of real benefit to us. We have no hesitation in giving Steven the highest possible reccomendation.

Claire Hurrell

5/5

Lisa has looked after my & my family’s LP&I for over ten years now….. mortgages, life insurance, critical illness, & income protection to name but a few….

More recently Lisa has set up investments on behalf of my daughter, and combined pension pots from various employers for both myself and my husband - no mean feat when he had over 20 separate pots!

We’d be lost with Lisa & ProPlan, and I’m forever recommending her to others as well.

Frank Butler

5/5

Steven combined our various pensions and AVCs into individual plans.
Consulting with Steven we now have a clear and concise plan for our future lives in retirement.
Plus a lot less paperwork.

Peter Laycock

5/5

Steven has been our financial advisor for many years. During this time he has given us sound, professional advice, always in a friendly and approachable manner.
We had no hesitation in recommending Steven to other family members.

Shaun Kelly

5/5

I have known Lisa for many years, from her banking days to becoming an independent financial adviser. I have stuck with her guidance and advice for over 20 years and to date I have not been let down.She is always available to meet and discuss my finacial/investment matters and gives excellent reasoning behind her advice. Not pushy at all and does listen to what you want and where you want to be in the future (financially). Would highly reccomend Lisa.

Becca E-J

5/5

My advisor, Steven has been great at explaining my options in simple language to help me make decisions. He had explained options without pressurising me for decisions at any point. The plan he has arranged is doing well already. I wish I had used ProPlan sooner!