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The Financial Planning Centre Ltd
Des conseils fiables en matière de retraite et d'investissement à Morley.
5(5 avis)
Business
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Des conseils fiables en matière de retraite et d'investissement à Morley.
The Financial Planning Centre Ltd à Morley propose des services de conseil financier professionnels axés sur les retraites, les investissements et la planification de la retraite. Les clients louent le conseiller John Liddle pour des conseils transparents et impartiaux, qui les tiennent informés et les accompagnent avec une approche amicale et fiable. Le service comprend la consolidation des régimes de retraite, des discussions approfondies sur les risques et des revues continues visant à accroître les fonds de retraite et à protéger le bien-être des clients.
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Conseils complets sur les options de retraite, la consolidation et des stratégies de retraite adaptées à vos objectifs.
Gestion personnalisée de portefeuille d'investissements avec des revues régulières pour optimiser la croissance et gérer le risque.
Conseils sur le revenu de retraite, optimisation fiscale et sécurité financière à long terme.
Consultations financières individuelles pour évaluer les besoins financiers, fournir des conseils impartiaux et élaborer des plans personnalisés.
Suivi continu, mises à jour et assistance pour les formulaires et les questions afin de garantir la tranquillité d'esprit du client.
John has been out financial adviser for a few years now. He has always given us the best possible advice and kept us informed on the growth of our pension pots. I can highly recommend him for his knowledge of investments. Our pensions have grown beyond what we expected. John reassured us when the markets were bad (like in COVID) and his recommendations proved correct. Always friendly and helpful, never missed an appointment and always available when a question arises. We couldn't ask for a better service.
I had several pensions from previous employments that I wanted to consolidate into one scheme, if it was going to prove beneficial. John Liddle came to see me. He took time to find out exactly what I wanted to achieve and later returned with a solution, which I felt was perfect for my needs in later life. I, of course signed up. I would have no hesitation in recommending this young man, whose easy going manner, and knowledge of financial services was excellent. Many thanks for your assistance John.
I originally got in touch with John Liddle to discuss my financial affairs when I was due to retire. He explained clearly and concisely the options available and between us we were able to agree on the best course of action to follow, taking into consideration the degree of risk I was prepared to take with my investments. We meet on a regular basis to discuss my needs, how both my and investments in general are fairing and if we need to change anything. He is always cheerful and genuinely concerned about my family's well-being. His advice is unbiased and truthful. I would recommend John to anyone who wishes to discuss any matter of financial concern.
I can highly recommend FPC Leeds regarding your pension matters. It is a difficult decision to trust someone with financial matters, but I have always felt in the safest of hands with John. From day one he has been very professional, knowledgeable and polite. He has provided a transparent service throughout. The help is second to none when it concerns filling out forms, answering questions and acting on requests.
In mid 2024, ahead of his retirement in 2025, my brother asked if I would assist him to negotiate his way through the potential minefield of pension planning. After looking at several advisers, John Liddle was strongly recommended to us. John has, from our initial meeting to our most recent contact, been friendly, professional and knowledgeable. He immediately came across as someone we could both trust and has always had my brother’s situation and concerns at the forefront of his discussions. Although it is early days, we have both been very happy with the service John is providing, keeping us both informed where necessary. Obviously, we are still in the preliminary stages but are looking forward to John continuing to manage the ongoing investments and pension with the efficiency and concern he has already displayed.
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