Savvy Financial Planning
Blandford Forum, Dorset
(5)
Blandford Forum, Dorset
(5)
As a fully independent financial adviser I take a holistic approach to planning with clients.It is important to look at the whole financial situation in order to produce a strategy that will suit your immediate needs and also grow with you as your circumstances change.
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5 customer reviews
Robert Walton
We have been delighted with the personal financial advice we have received from Savvy Financial Planning. Their advice is always clearly explained and completely customised to our personal requirements.
Reviewed on Google Maps
Andy One
Very professional and helpful with my pension and retirement plans.
Reviewed on Google Maps
Corbin & Co Estate & Letting Agents
Knowledgeable, friendly and professional, they made it very easy for me to sort out my pension planning, great service I highly recommend this company.
Reviewed on Google Maps
Debbie Corbin
Knowledgeable, friendly and professional, they made it very easy for me to sort out my pension planning, great service I highly recommend this company.
Reviewed on Google Maps
Waynes Way
Really friendly Independent Financial Advisers. Professional, courteous and caring!
Reviewed on Google Maps
What do you love most about your job?
I love working with the clients. When a new client comes to Savvy generally they have a specific area of their finances that they need help with, it is great to be able to deal with this and see them visibly relax knowing that they do not have to worry further. Often there are many other financial issues that I can help them with, many that they are not even aware of.
Our existing clients feel like family and it is wonderful seeing new children and grandchildren and dealing with all the changes that life brings to us all.
What inspired you to start your own business?
Having worked in the financial services industry for more than 2 decades I have experienced various companies way of providing advice. I believe that a business should revolve around the clients and provide excellent service, not only giving advice but dealing with them as the individuals they are. Looking after all of their financial needs so that it makes their life easer and they have peace of mind and can get on with more interesting things in their life. This is what Savvy was set up to do, as I couldn't find another company that offered it!
Why should our clients choose you?
Being a Savvy client you will be thoroughly looked after, we have a down to earth approach and speak in understandable English, no jargon. We have all the usual qualifications, as you'd expect, but have also gained knowledge and experience in some specialised areas like planning for long term care and inheritance tax mitigation.
Being an individual company rather than a large national firm we are able to cater for any eventuality and provide you with a bespoke service rather than being tied by 'cross company' restraints. We carry out all research on products and investment funds in house, our investment portfolios give excellent results for all 'attitude to risk' levels.
At Savvy we build long term relationships , we are proud of how we look after our clients, we will even remind you when your passport and driving licence are due to expire!
