Woburn Street Financial Planning - Bedford

Address: The old forge, 39A Woburn St, Ampthill, Bedford MK45 2HX, United Kingdom.
Phone: 1525712122.
Website: woburnstreet.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

Location of Woburn Street Financial Planning

1525712122

Woburn Street Financial Planning is a financial planning specialist located at The old forge, 39A Woburn St, Ampthill, Bedford MK45 2HX, United Kingdom. They can be reached by phone at 1525712122. Their website, woburnstreet.co.uk, provides information about their services, team, and contact details.

As a financial planner, Woburn Street Financial Planning helps individuals and businesses make informed decisions about their financial future. Their areas of expertise include retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their goals, risk tolerance, and financial situation, and then develop a customized plan to help them achieve their objectives.

One of the standout features of Woburn Street Financial Planning is their commitment to accessibility. Their office has a wheelchair-accessible car park, entrance, and toilet, making it easy for clients with mobility issues to visit. They also require appointments, ensuring that clients receive their undivided attention and expert advice.

Woburn Street Financial Planning has received positive reviews from their clients, with an average rating of 4.5/5 based on 8 reviews on Google My Business. Clients have praised their knowledge, professionalism, and personalized service, noting that they feel valued and heard throughout the planning process.

Reviews of Woburn Street Financial Planning

Woburn Street Financial Planning - Bedford

Linda Hillier

5/5

A highly professional and personal service. The minefield of sorting out our pensions suddenly seemed so straightforward with Danielle's guidance and expertise. From our first appointment we felt so confident and at ease, knowing that we could trust our financial future to be dealt with so diligently. We cannot thank the whole team at Fiona Gray enough - an excellent service that we would certainly recommend.
Martin & Linda Hillier

Simon Goodwin

5/5

Danielle was very thorough when reviewing my pension and has saved me a lot of future trouble. Her knowledge of investments was impressive and I would highly recommend. On contacting the office, I was dealt with very efficiently and everything that was promised was carried out. highly recommended.

Caroline Werge

5/5

Danielle was so helpful, I found the financial situation I was in very overwhelming, she broke things down to me into chunks I could handle and helped me make informed choices. She was so friendly, polite and easy to warm to. I honestly can not recommend her enough and feel very confident in using her in any future matters I need assistance with.

Julia Girling

5/5

Excellent at helping guide you though the financial minefield of pensions, sickness cover and just about everything financially you need to plan and do. Danielle has given me some great advice over the years, personally I couldn't do without her help! More than 5 star service.

Tricia Beavis

5/5

For a number of years we have had our financial affairs looked after extremely professionally by Danielle, now at Fiona Gray Financial Planning. Her advice is clearly based on our personal circumstances and future needs which has been to our considerable benefit.

lee charles

1/5

Rang for a free consultation. No free consultation as was told I would have to pay £50. Telephone manner very blunt and not inviting for a new customer you. Not what i was expecting from a business...

Maria

5/5

Professional and helpful.

Helen Butler

5/5