Finli (Thames Valley) Ltd, formerly Beaufort Financial Reading - Reading

Finli (Thames Valley) Ltd, formerly Beaufort Financial Reading

Establecimiento financiero que ofrece servicios de planificación financiera e inversión en la región de Reading, Reino Unido.

Dirección:

Address: Middle Barn
Bryants Farm, Kiln Rd, Dunsden Green, Reading RG4 9PB, United Kingdom.

Teléfono:

Phone: 1189879400

Página web:

Website: finli.co.uk

Especialidades:

Specialties: Financial planner, Investment service.

Otros datos de interés:

Wheelchair-accessible car park, Toilet, Appointment required, Appointments recommended.

Opiniones:

This company has 3 reviews on Google My Business.

Average opinion: 5/5.

Este grupo ha demostrado ser muy recomendable, ya que proporciona un servicio personalizado y personal, con una gran cantidad de experiencia en planificación financiera.

Los clientes han expresado su satisfacción con la atención personalizada y la orientación financiera ofrecida por el equipo de Finli.

Se ha destacado la capacidad de la empresa para encontrar una solución financiera adecuada para cada cliente, tomando en cuenta sus necesidades individuales y objetivos.

En general, se puede concluir que Finli es una opción confiable y recomendada para aquellos buscando asesoramiento financiero experto en la región de Reading.

👍 Reviews of Finli (Thames Valley) Ltd, formerly Beaufort Financial Reading

Andy K.

5/5

I'd highly recommend Mark. He was personable authentic and truly wanted to give advice tailored on our future financial needs. He provided a shot on the arm and shared his wealth of experience to guide us to early retirement and a balanced view of investment vs saving vs living for now. Thank you! I'd thoroughly recommend to all my friends and colleagues.

Alfred S.

5/5

For some 15 years Beaufort Financial has been a guiding light for me and my family and apart from having steered us successfully financially they have done so with true professionalism, tremendous depth of knowledge, absolute clarity and great patience. I could do no more than thoroughly recommend them.

Chrissie D.

5/5

Excellent service, detailed explanation of suggested options and great communication whether via zoom meetings, emails or phone calls. Would definitely recommend.