Financial planning services in Morley

2 results found

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  1. 1

    The Financial Planning Centre Ltd

    ★★★★★ 5
    Closed

    “In mid 2024, ahead of his retirement in 2025, my brother asked if I would assist him to negotiate his way through the potential minefield of pension planning. After looking at several advisers, John Liddle was strongly recommended to us. John has, from our initial meeting to our most recent contact, been friendly, professional and knowledgeable. He immediately came across as someone we could both trust and has always had my brother’s situation and concerns at the forefront of his discussions. Although it is early days, we have both been very happy with the service John is providing, keeping us both informed where necessary. Obviously, we are still in the preliminary stages but are looking forward to John continuing to manage the ongoing investments and pension with the efficiency and concern he has already displayed.”

    Address: Morley, Leeds LS27 8QL, United Kingdom

    Phone: +44 113 270 8660

    Website: thefpc.net

  2. 2

    “Melanie was incredibly helpful throughout our home-buying process! She’s professional, patient, and always quick to respond to our questions. Thanks to her guidance, everything went smoothly and we found our ideal home much faster than expected. Really appreciate her support!”

    Address: Queen Street, Morley, Leeds LS27 9EB, United Kingdom

    Phone: +44 113 253 8573

    Website: belvoir.co.uk