Method Financial Planning - St. Ives

Method Financial Planning is a financial consulting firm located at Norfolk House, 4 Station Rd, St. Ives PE27 5AF, United Kingdom. You can reach them by phone at 1279353660. Their website, methodfp.com, provides valuable information about their services and team.

This company specializes in financial consulting, offering personalized solutions to help clients manage their finances effectively. Their team of experienced professionals is dedicated to providing high-quality advice and support to help individuals and businesses achieve their financial goals.

Method Financial Planning's office is located in the heart of St. Ives, making it easily accessible for clients in the local area. The building, Norfolk House, is a well-known and respected location in the community.

When researching Method Financial Planning, it's important to consider their online presence and client reviews. They have received 9 reviews on Google My Business, with an impressive average rating of 5/5. This is a testament to the quality of their services and the satisfaction of their clients.

Here are some key features and services offered by Method Financial Planning:

Personalized financial consulting: Method Financial Planning takes a tailored approach to financial consulting, working closely with clients to understand their unique needs and goals. They then develop customized strategies to help clients achieve their financial objectives.
Experienced team: The team at Method Financial Planning consists of experienced professionals with a deep understanding of financial markets and a proven track record of success.
Comprehensive services: Method Financial Planning offers a wide range of services, including retirement planning, investment management, tax planning, and estate planning.
Accessible location: The company's St. Ives office is easily accessible by public transportation, with plenty of parking available nearby.

Overall, Method Financial Planning is an excellent choice for individuals and businesses seeking high-quality financial consulting services. With a strong reputation in the local community, an experienced team, and a wide range of services, they are well-equipped to help clients achieve their financial goals.

If you're interested in learning more about Method Financial Planning, we recommend visiting their website or giving them a call at 1279353660. Their team is always happy to answer any questions you may have and provide additional information about their services.

Reviews of Method Financial Planning

Ben Usher

5/5

Martin was brilliant at helping me understand my pension and investment options and explained things very clearly and in simple terms. He was very personable and was really enthusiastic about understanding what was important to me, and how I could make the most of my financial situation and planning for the future. His industry knowledge, experience and advice was excellent, I would certainly recommend Martin to anyone else looking to ensure their finances are invested in the right way.

Mark Cohen

5/5

Our first meeting with Martin lasted a couple of hours. He was unbelievable patient, clear open and extremely informative. He gave us options that we didn’t know existed as our previous advisor had never discussed them. He sorted out our future finances in such a way that potentially give us a better quality of life. I would highly recommend him to discuss any financial matters you may have.

Tim Carter

5/5

Martin has helped me plan for my future, and create good investments both long and short term to generate a nice income. He has also helped me get the right insurance cover to maintain a good income should I be unable to work.
I have a good lump sum invested in pensions which will secure my long term outcome.
Martin has been great at choosing the right investments that I’m comfortable with, as well as explaining the risks clearly so I can make a well informed decision. Highly recommend!

Elena Ng

5/5

Martin has looked after my finances for years, he has helped me create a clear financial plan and investment strategy. He always responds quickly and explains things in an easy to understand way. If it's anything to do with finance I recommend friends, family and colleagues to speak to Martin.

Peter Turner

5/5

Martin is always an incredibly enthusiastic financial planner with a broad depth of experience and knowledge across all financial products. He has provided me with useful advice on pensions and making the most of the tax efficient mechanisms that are available to me.

Anonymous

5/5

One of the most genuine and helpful finance experts I've ever met. Always has time for me, and his advice has taken the stress out of making a plan for the future. Would recommend to anyone serious about getting help with their financial plans.

Colin Jackson

5/5

Martin has been our financial advisor for a while now. He has fantastic knowledge and is always responsive and is very clear and happy to explain everything.

Emma Gauntlett

5/5

Martin advised us on smarter financial decisions when our financial circumstances changed. He explained everything, provided options and advised us on how best to proceed. He walked us through everything and handled our personal information with respect.