Wolds Financial Planning Ltd - York

Okay, here’s a detailed overview of Wolds Financial Planning Ltd, presented in a formal and helpful manner, designed to be informative for those seeking financial planning services:

Introduction to Wolds Financial Planning Ltd

Wolds Financial Planning Ltd is a respected financial planner based in York, offering comprehensive and personalized advice to individuals seeking to manage their financial future. Located at 56 The Mile, York YO42 2HG, the firm operates with a commitment to clarity, professionalism, and client satisfaction. They are easily accessible via telephone at 07980568407 and their website, woldsfinancialplanning.co.uk, where you can find detailed information about their services and team.

Services and Specializations

Wolds Financial Planning Ltd specializes in providing tailored financial planning solutions. Their core expertise revolves around assisting clients with a wide range of financial matters, including:

• Pension Planning
• Investment Management
• Retirement Planning
• Financial Strategy Development

The firm’s approach emphasizes a thorough understanding of each client’s unique circumstances, goals, and risk tolerance. This bespoke approach ensures that the strategies developed are perfectly aligned with individual needs and aspirations. They prioritize open communication and transparency throughout the entire process.

Location and Accessibility

The firm’s physical location at 56 The Mile, York YO42 2HG, offers clients a convenient and professional setting for consultations. Wolds Financial Planning Ltd is committed to accessibility and offers several amenities to ensure a comfortable experience for all visitors. These include:

• A wheelchair-accessible car park
• A wheelchair-accessible toilet
• A toilet
• Online appointments are also available, offering flexibility for clients who prefer remote consultations.

Client Feedback and Reputation

Wolds Financial Planning Ltd has garnered consistently positive feedback within the community. As evidenced by their two reviews on Google My Business, the average opinion is a remarkable 5/5. These reviews consistently highlight the firm’s dedication to providing a thorough, professional, and clear approach to financial management. Specifically, clients frequently commend Graham’s expertise and his ability to deliver understandable and effective strategies, particularly concerning pension and investment matters. It’s clear that the focus is on building long-term relationships based on trust and mutual understanding.

Recommendation

For individuals seeking reliable, experienced, and client-focused financial planning advice, Wolds Financial Planning Ltd presents an excellent choice. Their commitment to accessibility, coupled with their demonstrable success in helping clients achieve their financial goals, makes them a standout firm. We strongly recommend visiting their website – woldsfinancialplanning.co.uk – to schedule a consultation and discuss how they can help you secure your financial future. Don’t hesitate to contact them at 07980568407.

Would you like me to elaborate on any specific aspect of Wolds Financial Planning Ltd, such as their investment philosophy or the types of pensions they can assist with

👍 Reviews of Wolds Financial Planning Ltd

Kevin S.

5/5

When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients.
Over the past few years my partner and I have greatly valued Graham's thorough, professional and clear approach to overseeing our finances, regarding my pension and our joint investments. We are more than satisfied with the returns we have seen and would recommend anyone seeking pension or investment advice to speak to Graham.

Ken J.

5/5

As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a timely manner. I had stipulated that I was possibly looking at the option of Drawdown when it came to taking my pension, and so would like him to look at companies that would facilitate this. He came back with a choice of reputable companies, explaining everything as we went along. I was very happy with his advice on which particular provider was the right one for me moving forward. Over the course of the next few years we were in regular contact, including annual reviews on my aversion to risk and how my pension pot was performing. I have recently started drawing my pension. After much deliberation Graham and I decided that the best thing for me was an annuity, as I wanted to ensure that my wife would continue to receive 100 % of my pension should I pass away first. In these trying times Graham again found the best deal possible for me and made the whole process as stress free as possible. Thankyou Graham.