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Benning Financial Management
Des conseils financiers clairs et personnalisés, avec une planification proactive.
5(5 avis)
Business
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Des conseils financiers clairs et personnalisés, avec une planification proactive.
Benning Financial Management propose des services de conseil financier professionnels au 665 Shore Rd, Jordanstown, Newtownabbey. Les clients louent Andrew et Katie pour leur service courtois et compétent, des conseils clairs et personnalisés, et une documentation complète. L'équipe est reconnue pour sa capacité à comprendre les situations individuelles et familiales, pour des conseils d'investissement proactifs et des mises à jour régulières par e-mail et par courrier, avec de solides performances en matière d'investissement.
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Des stratégies d'investissement sur mesure gérées activement pour optimiser les performances, avec des ajustements réguliers en fonction des conditions du marché et des objectifs du client.
Analyse approfondie des situations individuelles et familiales pour créer des plans financiers clairs et concis avec des accords documentés et des prévisions futures.
Révisions planifiées avec des conseils personnalisés, étayés par une documentation et des ajustements proactifs au profit des clients tout au long de l'année.
Excellente communication continue via des courriels hebdomadaires, des documents envoyés par courrier et une assistance réactive pour les questions et les conseils.
Des stratégies pour la sécurité financière à long terme, y compris la planification de la retraite et la préservation du patrimoine, avec une approche empathique des enjeux familials.
A very professional team at Bennings. Katie was very knowledgeable, friendly and took time to explain my options clearly, and provide advice and support through the process. A big thank you to Katie and team at Bennington Financial Management.
I have been availing of Andrew’s services for many years and have consistently found him to be professional and courteous. Visiting his office for annual reviews is a pleasant experience, beginning with a warm welcome from his reception staff and continuing with a high-quality personalized service. He takes the time to understand my individual and family circumstances and offers clear, concise advice, supported by documentation that summarizes our discussions and agreements. Andrew takes time to understand and empathise with family issues outside financial matters. My investments have performed well over time, even during challenging market conditions. Communication is excellent, including weekly emails, mailed documentation, and annual reports. I feel confident in my investment strategy owing to their strong historical performance and Andrew’s proactive guidance in recommending appropriate adjustments when necessary. I highly recommend Andrew.
Very pleased with the help and advice given to us over the last number of years by Benning Financial. The staff are always extremely helpful and do all they can to help with queries or general advice. I’m happy to have chosen this company and always find the advice given to be easily understood and straight forward. Happy to recommend Benning Financial Management if you need financial advice.
Very clear and easily understood advice. Good discussion around financial issues specific to my situation and particular requirements. Good previous performance on investment and good realistic future predictions. Really impressed that my investments are managed at the time and I am informed of any changes by post email and they do not wait on annual review before taking action to benefit me. Highly recommend Andrew
I spoke with Katie Wallace over a few different meetings. She was very informative and explained everything in detail. Pleasant experience and due to it being my first time investing she helped with my numerous questions, queries and anxieties. Overall very engaging, friendly and informative happy to recommend bennings but especially Katie.
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