Search Icon

Smarter Financial Planning

  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon
  • Trustfeed ratings Icon

Amersham, United Kingdom

smarterfinancialplanning.co.uk
Financial planner

Smarter Financial Planning Reviews | Rating 5 out of 5 stars (5 reviews)

Smarter Financial Planning is located in Amersham, United Kingdom on Saint Mary's Court, The Broadway. Smarter Financial Planning is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

Saint Mary's Court, The Broadway

Phone

+44 1494911700

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
Write review Claim Profile
L

Lauren F

My session with Jon was great. Being in my early twenties, I wanted to better understand my current financial standing and opportunities for the near future and further. The session with Jon gave me confidence and clear direction for my immediate focuses as well as suggestions for longer term goals. I would highly recommend getting in touch with him, whatever your circumstance.

N

Natasha F

My session with Jon was excellent and I would definitely recommend getting in touch with him. Taking the time to understand my lifestyle and goals, Jon provided helpful, tailored and reassuring guidance. I left our session feeling confident and positive.

D

daiplum

Jon has been advising me for many years and I am so grateful for his knowledge and understanding of my circumstances. As a retired headteacher I have been able to maximise my pension allowing for greater independence and security. He is a tried and trusted professional who is responsive and measured.

D

D IH

Jon provided excellent service in difficult circumstances.

W

Wendy A

I have been assisted by Jon's professional input over the last 5 years. Initially I was seeking reassurance and ideas about how best to manage my money. Jon was very knowledgeable and conducted a financial review for me, where we tweaked things like my pension. Over the years he has continued to answer occasional questions about my pension and investments, and more recently has taken time to understand my changing circumstances, and to begin to guide me on pension and IHT issues. Jon is utterly professional, extremely efficient and always friendly. I remain very grateful for his continuing guidance. I would recommend Jon at Smarter Financial Planning without hesitation.

Top 10 companies in Financial planner category

Close