Walmsley Financial Planning LTD - Lancaster

Address: Brunel House, 9 Penrod Way, Heysham, Lancaster LA3 2UZ, United Kingdom.
Phone: 3300430078.
Website: walmsleyfinancialplanning.co.uk.
Specialties: Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

Location of Walmsley Financial Planning LTD

3300430078

Walmsley Financial Planning LTD is a financial consultancy firm located at Brunel House, 9 Penrod Way, Heysham, Lancaster LA3 2UZ, United Kingdom. They can be reached at 3300430078 or through their website walmsleyfinancialplanning.co.uk.

This company specializes in financial consulting and offers a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced financial advisors, Walmsley Financial Planning LTD provides personalized solutions tailored to each client's unique needs and goals.

One of the key features of Walmsley Financial Planning LTD is their commitment to accessibility and inclusivity. Their office has a wheelchair accessible parking lot, restroom facilities, and they are proud to be a LGBTQ+ friendly and transgender safe space. They also offer online appointments and onsite services for added convenience.

Walmsley Financial Planning LTD has received excellent reviews from clients, with a current average rating of 5/5 based on 20 reviews on Google My Business. Many reviewers have praised the company's knowledgeable and helpful advisors, as well as their personalized approach to financial planning.

If you are looking for a reputable and experienced financial consultant, Walmsley Financial Planning LTD is an excellent choice. Their team of experts can help you navigate the complex world of finance and create a customized plan to meet your financial goals. To learn more about their services and to schedule an appointment, visit their website at walmsleyfinancialplanning.co.uk. Don't wait, take the first step towards financial success today

Reviews of Walmsley Financial Planning LTD

Walmsley Financial Planning LTD - Lancaster

Liam Tart

5/5

We have been using Peter's services for almost a year now, and we've been really impressed so far. Peter and his team are very professional and knowledgeable. They are also very friendly and approachable whenever we need assistance from them.

Our financial situation was slightly more complex and we needed somebody with the right knowledge and confidence to be able to plan our finances correctly, and I believe Peter has done a great job on that front. We feel like we can always contact him if we have questions.

His team are also very helpful and polite, and prompt to reply to messages.

We would recommend Peter and his team to anyone and are looking forward to working with them more in the future.

James Smith

5/5

Pete has been my financial advisor for a number of years now. His knowledge of finances for business owners is exceptional. Pete is particularly good at ensuring you have the correct knowledge to make informed decisions, which usually differs from common misconceptions! Pete is also backed up by a wonderful team, ensuring your queries are always followed up on promptly and efficiently. If you are a business owner, looking for a no-nonsense financial advisor, Pete is your guy! (It helps if you like dogs, running, or golf!)

Janet Wilcock

5/5

I asked Peter to help my parents with their finances. He took time explaining how the profile system works and other information so they could make an informed decision. He has kept them informed about investment performance and done an in person review and been on hand for any questions. Good personal service, thank you all!

Susan Cooper

5/5

Expert advice, very friendly and helpful pleasure to have them looking after our pensions

Chris Gallagher

5/5

I have been using Walmsley's financial services for some years now and have always found their advice and services first class. I would recommend them to anyone seeking financial advice and planning.

Ben Clifton

5/5

Absolutely first class service. Pete is incredibly knowledgeable about what he does and clearly has his client's best interests at heart. It's so much more than that though, he really takes the time to get to know you. I know many of Pete's clients grow to class Pete as a close friend. I certainly do.

Harry Armistead

5/5

We have known Pete and invested through Walmsley FP for several years, and we very much expect this to continue.

Pete understands our goals and our ethical principles, and he ensures our investments are best aligned.

Without doubt, the performance of our investments with Pete and WFP far exceed that which we could have reasonably achieved on our own.

This is an easy recommendation.

John Haydock

5/5

Great Financial advisor, with quick and precise customer service. If you need to talk to someone you can. You want to plan for your future these are the guys