Abbotstone Financial Solutions
PO16, Fareham
(2)
PO16, Fareham
(2)
I offer bespoke personal financial planning to individuals.
An initial meeting is without charge and gives both the client and myself the opportunity to discuss future plans and also to decide whether or not we want to work together. This is highly important as I aim to build relationships with my clients.
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2 customer reviews
Asy Bay Happy
Great integrity, very knowledgeable, skillful and elite; I’ll say that about sums it up. I’m going to be honest, I work for a financial company myself. . With that being said, I always study about trading . To see what it’s about or not. I can admit.. I was a bit skeptical on you all’s courses at first. Being straight forward. For the price, I still took action and utilized the trading Packages you offer for my 22 yr old little sister’s personal Trading Account. I’d Amit.. That she received Quick results and now on her 2nd round. To have a ebook and the step by step letters to teach in the step-by-step directions. Much appreciated. my little sis make upto 13,000USD with just a minimum investment of 1000USD in just 7days of trading. If you wish to invest you can contact her via. Email:agatharubel77@gmail.com WhatsApp +1 (508) 348-9162 More...
Reviewed on Facebook
Kelly Bruton
I had a great meeting with Georgina and Robert today. They are both very professional and knowledgeable but easy to talk to. If you require financial planning or pension advice, I would highly recommend getting in touch with them. More...
Reviewed on Facebook
What do you love most about your job?
Meeting long standing clients and seeing how my advice has helped them achieve their goals. Everyday is different as is every client.
What inspired you to start your own business?
The ability to offer my clients something completely individual to them. No service is the same, everything is built around the client including charges.
Why should our clients choose you?
To ensure dedicated, independent and professional advice.
Can you provide your services online or remotely? If so, please add details.
Yes, either by video call (Zoom/Teams) or telephone call.
Investment planning
Retirement planning
Tax planning
cash flow planning
