Purpose Financial Planning - Edinburgh

Address: 5 S Charlotte St, Edinburgh EH2 4AN, United Kingdom.
Phone: 1313805712.
Website: purposefp.co.uk
Specialties: Financial planner.
Other points of interest: Restroom.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Purpose Financial Planning

☎️1313805712

⏰ Open Hours of Purpose Financial Planning

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5:30 PM
Saturday: Closed
Sunday: Closed

Purpose Financial Planning

Purpose Financial Planning is a renowned financial planning company located in the heart of Edinburgh, United Kingdom. Situated at 5 S Charlotte St, Edinburgh EH2 4AN, the firm has been providing exceptional financial services to clients throughout the region.

The company can be reached via phone at 1313805712 or through their official website at purposefp.co.uk. With a specialization in Financial planner, Purpose Financial Planning has become a trusted name in the industry.

Key Features and Services

Purpose Financial Planning is known for its comprehensive approach to financial planning, focusing on understanding the unique needs and goals of each client. The team at Purpose Financial Planning works closely with clients to create personalized financial strategies, ensuring that they are well-equipped to achieve their financial objectives.

In addition to financial planning, the company also offers Restroom facilities for clients' convenience during their visits.

Client Reviews and Testimonials

With a strong reputation built on its commitment to excellence, Purpose Financial Planning has garnered a impressive rating of 5/5 based on 16 reviews on Google My Business. Clients consistently praise the company's sound financial advice and excellent service, highlighting the personal attention and dedication provided by the team.

One satisfied client noted, "Following a recent review of my financial affairs and taking time to consider all available options, I finally engaged the services of Andy Reynolds of Purpose Financial Planning. Andy has been working closely with me and my family and I am very pleased with the sound financial advice and excellent service received to date. Would certainly recommend."

Why Choose Purpose Financial Planning

If you are seeking a reliable and experienced financial planning firm, Purpose Financial Planning should be at the top of your list. With a focus on personalized service, a strong track record of success, and a commitment to helping clients achieve their financial goals, this company stands out in the industry.

To learn more about how Purpose Financial Planning can assist you with your financial needs, visit their website or contact them directly at 1313805712. Take the first step towards securing your financial future by partnering with a trusted and experienced financial planner.

Don't wait, contact Purpose Financial Planning today

👍 Reviews of Purpose Financial Planning

Strachan H.

5/5

Following a recent review of my financial affairs and taking time to consider all available options, I finally engaged the services of Andy Reynolds of Purpose Financial Planning.
Andy has been working closely with me and my family and I am very pleased with the sound financial advice and excellent service received to date.
Would certainly recommend.

Patrick M.

5/5

Both my wife and I are heading into early retirement and needed some professional financial advice. From the moment I got in touch with Andy Reynolds of Purpose Financial Planning he has put us both at ease and has provided us with exceptional advice and guidance going forward. I would highly recommend Andy and Purpose Financial Planning.

Alan W.

5/5

Have used several financial advisors but haven’t looked further since engaging Andy. Can’t fault his prompt responses & he’s always been at the end of a phone if I ever need. Can highly recommend.

David F.

5/5

Purpose Financial Planning have been advising me on my retirement planning for some time. Andy Reynolds has always been proactive in his approach and his advice is timely and relevant.

He is someone who I trust to provide the advice which is best suited to my requirements.

Retirement planning is complex (perhaps particularly for an idiosyncratic person such as myself) and I rely on Purpose Financial Planning to provide me with the necessary advice to select the most suitable options.

Graeme D.

5/5

Amazing! Andy reviewed a few things for me and found that my previous employer had been managing my pension contributions very strangely…which meant I had been paying too much tax. With his assistance I have just received a cheque from HMRC! Amazing work Andy, & thanks so much.

Jordan M.

5/5

As a new Director, I contacted Andy for advice on consolidation of pensions, and general financial advice. His advice and continual support has been outstanding and has surpassed my expectations. Nothing is a bother and he's taken the burden off me, at a time when time has been at a premium! Thanks again, Andy.

David L.

5/5

Having taken the decision to follow my wife into early retirement, we felt it essential to seek professional financial advice.
Andrew Reynolds was recommended by a mutual acquaintance (a lawyer) and we became his clients around 4 years ago.
From the outset, we have been impressed by his professionalism, patience and attention to detail in guiding us through tax, pensions, investment and personal finance matters.
Communications in all formats is excellent, welcoming and always friendly.
When Andrew made the decision to set up Purpose Financial Planning, we were delighted that he agreed to keep us on as his clients and we still continue to benefit from his invaluable support.

Jordan L.

5/5

I contacted Andy after seeing his post on social media about saving for your children. His advice was super helpful as I am now able to save much more effectively for my current son and to plan for my next son due in July. He was prompt to answer any questions I threw at him and was detailed in his responses. Expert advice given and would only recommend for any other parents looking for better savings. Many thanks!