Collective Financial Planning Ltd comprises of an expanding team of experienced Financial Advisers with offices in Milton Keynes who provide both face to face and virtual financial planning for both individual and corporate clients.
We are conscious that even for the most experienced investor financial planning can prove daunting and complex. Our aim is to offer advice that is always personally tailored to reflect the individual needs and objectives of our clients and to provide a confidential professional advisory service of the highest standard. We will always treat our clients fairly and endeavour to communicate in a way that is clear and not misleading.
Our aim is to also build long term relationships with our clients and meet their ever changing financial needs throughout their life stages.
We understand that financial needs can change and therefore we will always maintain a close working relationship with all of our clients, arranging regular face to face meetings to ensure that their objectives always remain on track. We believe it is essential to have an agreed contact strategy to allow our clients to discuss any changes in circumstances or future aspirations on a regular basis.
Approved by the Openwork Partnership on 09/12/2024
Company Details
- Employees
- 17
- Address
- Suite 625 Milton Keynes Business Centre, Lindford Wood,united Kingdom
- Phone
- 190-806-2448
- in****@****l.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- colfinancial.co.uk
- Keywords
- Mortgages, Pensions, Investment, ISA.
- HQ
- Milton Keynes
Collective Financial Planning Questions
Collective Financial Planning's helpline number is 190-806-2448
Collective Financial Planning's website is colfinancial.co.uk
Collective Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/colfinancialuk
Collective Financial Planning has
17 employees.
View email and phone details for 17
employees at Collective Financial Planning.
Collective Financial Planning's industry is
Financial Services
Collective Financial Planning's top competitors are
Evergreen Financial Planning,
Beechgrove Financial Planning,
Secure Financial Planning Ltd,
Quilter Financial Planning,
Silveroak Financial Services Limited,
Aon,
Lloyd & Co. Financial Planning Ltd,
Northeast Wealth,
Dtb Investments Ltd,
Peach Care Services Ltd.
Collective Financial Planning's support email address is info@colfinancial.co.uk
Collective Financial Planning's categories are Financial Services
