Financial planning in Northampton

“A warm, friendly, efficient, and informative experience. Excellent initial phone call and follow-up exploratory meeting. My wife and I were impressed with the presentation and explanations when requested. We left feeling confident we could put ourselves in the hands of Jane Smith Financial Planning Ltd.”

“So informative and helpful! After having a bad experience with another company, I was very cautious about trusting financial advisors. But Laura has been absolutely amazing! She provided me with all the details and took me through each section of my investment. She has really listened to my thoughts and created a very personalised plan that can support me in the future. Laura is very efficient and could always answer a query within a couple of days.”

“Enquired about house insurance for a family member, spoke to an employee called Luke, very polite, enquiry was dealt with swiftly and efficiently, great customer service, would highly recommend.”

“We had an informative consultation with Luke Smulders yesterday. He was very pleasant and professional. He gave a clear analysis of our financial situation without resorting to jargon. This was extremely helpful. We will be using Collective Financial Services again and would definitely recommend Luke”

“I recently had the pleasure of working with Charlotte, and I can't speak highly enough about the experience. From the very first consultation, it was clear that Charlotte genuinely cared about my financial goals and took the time to understand my needs. The advice I received was thorough, thoughtful, and tailored to my personal circumstances. I would thoroughly recommend.”

“During our telephone calls, I have found Amir to be professional and very helpful when discussing our proposed holiday home insurance policy. As a result of this, I have just started a new policy which meets our requirements. Going forward, we hope to establish a pleasant relationship with Howden.”

“I have used Fortitude Financial Planning for several years now and am very satisfied with them. They have helped my husband and I to plan financially for our future taking into account our lifestyle aspirations and attitude to financial risk. The information they provide is clear and easy to understand so we have always felt fully involved in the planning and comfortable with the decisions we make. I would happily recommend them to other people.”

“Really competitive at getting the right insurance for your car or home, plus helpful friendly staff the best part you save money”

“Sold my car here on Saturday with the help of Meredith and James, who were very friendly and made the 45 minute journey worthwhile. The process was simple and easy and service was delivered in a very professional manner. I would definitely use Evans Halshaw Northampton again and would recommend to friends and family looking to sell their vehicle.”

“Brilliant experience with Carly Leonard. She was really accommodating calling me back when it suited me, friendly and helpful. Thank you!”

“Prime Choice was our first choice of letting agents over 11 years ago. In all that time they proved to be very professional and extremely helpful. Any issues we had were handled quickly and we were always kept updated. They gave us complete confidence in letting throughout our time with them. They are undoubtedly highly recommended.”

“Every time I deal with a-plan there always friendly and willing to help and get what I need sorted fast”

“I rented a house through this agency from 2021 to 2025, and I was very happy with their service. They are a professional and responsive team, always polite and quick to help. I never had any problems left unresolved. They also have a very convenient app where you can easily report any issues with the property, which made everything much easier. I really recommend them to anyone looking for a reliable letting agency.”

“Always very professional and continue to provide excellent customer service”

“Knowledgeable and friendly - recommend for anyone looking to get their finances in order.”

“David is very experienced in this field, but has a different and more holistic approach to financial planning than any other FA I have met. He listens very carefully to what you want to achieve and gives solid and down to earth advice, untangling the mystery surrounding subject, presenting creative solutions and not just products he wants to sell. I have to say I had zero interest in financial planning until I met David, but he has made the whole experience interesting and exciting. I have already recommended David to friends, family and colleagues and will continue to do so.”

“Clear Vision were recommended to my Husband by a work colleague, who had previously used their services and subsequently able to retire early. We approached Clear Vision to discuss our situation to see if they would be able to help us, as we had no idea when we could afford to retire. Using their unique software and market knowledge they were able to put together a tailor-made financial plan to optimise our savings and pensions whilst improving our tax efficiency. Thanks to the detailed analysis of our financial situation, I had the confidence to take Voluntary Redundancy when the opportunity arose and retired at 56. The Retirement Planning will also enable my husband to retire at 60 whilst providing an income that will not compromise the life style we desire. Matthew was able to help us understand what additional steps would be required to either increase our future income or retire earlier, if preferred, whilst personalising investments to suit our own risk preferences. Matthew facilitated our ability to see what retirement would look like for us, until that point we were only focusing on not working, rather than how and what we wanted to do when we have more time. We would have no hesitation in recommending their services, in fact we already have.”

“Very clearly and in detail explained without any difficulty. I am satisfied with the interview conducted.”

“For a number of years we have had our financial affairs looked after extremely professionally by Danielle, now at Fiona Gray Financial Planning. Her advice is clearly based on our personal circumstances and future needs which has been to our considerable benefit.”

“After giving a frightening price for my annual renewal they did a bit of research and came back with an excellent price couldn't fault their service and would highly recommend.”

“Ian's been great with advise, I was shocked to see a 1 star review. He's always helpful to us.”