Empowering Your Financial Freedom
At One Four Nine Wealth, our mission is to empower our valued clients throughout the UK with exceptional financial planning and investment management services. As a dynamic and independent firm, we bring a fresh approach to helping you achieve your objectives and goals. Established in 2019, we set out to become the premier choice for discerning clients like you. We've built a strong nationwide presence by establishing local offices staffed by experienced, committed, and highly qualified professionals. These individuals are dedicated to providing you with an unparalleled, professional, and cutting-edge financial planning experience.
Our Expertise
Our team of friendly and approachable advisers possess an in-depth understanding of the financial planning sector. They bring with them a vast network of contacts, enabling us to maintain the highest level of professional standards and ensure exceptional service delivery. Our advisers have extensive experience supporting clients from diverse backgrounds and with varied financial needs. Regardless of your circumstances, they all share one common belief-the transformative power of investing in professional advice to secure your financial freedom and peace of mind.
Our Services
We provide comprehensive and in-depth financial planning and investment management solutions in a clear and concise manner nationwide. Our services include cash flow modelling, estate, succession and later life planning, retirement planning, protection planning, early-stage financial planning, tax planning, financial planning for businesses, and investment management. We also offer educational videos and partnership opportunities to help you achieve your financial goals.
Our Approach
At our core, we are firm believers in the positive impact of financial planning, not only on your finances but also on your overall well-being. We are a people-focused organisation, dedicated to building trust and serving as your go-to resource for financial advice. We understand that every individual has unique financial needs and goals, and we take the time to listen, understand, and create bespoke solutions tailored to your specific requirements.
Our Locations
We are nationwide with advisers based throughout the UK. We are friendly and approachable and have vast experience across our locations that can be drawn upon to help you no matter where you are or what service you are looking for.
Summary of Reviews for 1st Chartered Financial Planning Ltd
The reviews highlight the exceptional customer service and financial expertise provided by 1st Chartered Financial Planning Ltd. All reviewers rated the company with a 5-star rating, showcasing their satisfaction with the service received.
Positive Comments
The reviewers praised the company for their professionalism, knowledge, and trustworthiness. They appreciated the personalized approach to financial planning, the thoroughness of the annual reviews, and the ability to explain complex financial information in an understandable manner. The staff was always available and ready to assist with any request, making the clients feel confident in their financial decisions.
Key Strengths
- Professionalism and Knowledge: The company's professionalism and extensive knowledge in pensions and financial planning were consistently praised by the reviewers.
- Trustworthiness: Clients trusted the company's advice, which was based on their objectives and well thought through.
- Personalized Service: The reviewers appreciated the personalized approach to financial planning and the time taken to ensure they understood the advice given.
- Ongoing Support: Clients valued the regular planned reviews and the ease of accessing the team by phone if required.
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