Chartered Edge Financial Planning - Newton Abbot

Address: Suite 5, Chartered Edge Financial Planning, Zealley House, Greenhill Way, Kingsteignton, Newton Abbot TQ12 3SB.
Phone: 01803551238.
Website: charterededgefp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 59 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Chartered Edge Financial Planning

☎️01803551238

⏰ Open Hours of Chartered Edge Financial Planning

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: Closed
Saturday: Closed
Sunday: Closed

Discover Expert Financial Planning with Chartered Edge Financial Planning

Located in the heart of Kingsteignton, at Suite 5, Chartered Edge Financial Planning, Zealley House, Greenhill Way, Kingsteignton, Newton Abbot TQ12 3SB, Chartered Edge Financial Planning stands as a beacon of financial wisdom and guidance. With an accessible wheelchair-accessible car park, entrance, and toilet, they ensure every client feels welcome and comfortable. Their commitment to inclusivity is reflected in their facilities, making it an ideal choice for individuals seeking financial advice regardless of mobility needs.

For those in search of professional financial planner services, Chartered Edge Financial Planning offers a wealth of expertise. Their highly-regarded average opinion on Google My Business is a solid 5/5, indicating a high level of customer satisfaction. With 59 reviews under their belt, potential clients can rest assured they're in capable hands.

Key Features and Information:
- Address: Suite 5, Chartered Edge Financial Planning, Zealley House, Greenhill Way, Kingsteignton, Newton Abbot TQ12 3SB.
- Phone: 01803551238 - Direct line to expert advice.
- Website: Visit their professional site at charterededgefp.co.uk for more information and to schedule an appointment.
- Specialties: They specialize in offering personalized financial planning services tailored to meet individual client needs.
- Accessibility: Their location is fully wheelchair accessible, ensuring a barrier-free experience for all clients.
- Appointment Requirement: Clients are required to book an appointment to ensure personalized attention.

What to Expect:
Chartered Edge Financial Planning prides itself on providing tailored financial strategies that help clients achieve their financial goals. Their team of experienced financial planners takes the time to understand each client's unique situation before crafting a bespoke plan. Whether you're planning for retirement, saving for education, or looking to manage your current finances more effectively, their services are designed to guide you through every step.

Recommendation:
If you're seeking a reliable and experienced financial planner who can help you navigate the complexities of financial planning, Chartered Edge Financial Planning is a standout choice. To take the first step toward securing your financial future, visit their website at charterededgefp.co.uk to schedule a consultation. Their convenient location, coupled with their exceptional service and accessibility, makes them an excellent partner in your financial journey. Don't wait; contact them today to transform your financial dreams into reality.

👍 Reviews of Chartered Edge Financial Planning

Chartered Edge Financial Planning - Newton Abbot

sally R.

5/5

I have been with Maskery Wealth Management for approximately four years. They are an excellent professional company.
Lee has been advising me with my personal pension and investments.
During this period he is always extremely helpful at advising and explaining in layman’s terms as my knowledge is limited! He is extremely friendly and easy to talk to.
Lee is always available by phone and handles any new investments with face to face visits to my home. I 100% trust Lee’s advice and professionalism, unlike other companies l have been with. Best move l made.
Would highly recommend Maskery Wealth Management to anyone.
Thank you Lee and all the team.

Kim J.

5/5

Lee at Maskery Wealth Management Ltd was very courteous and professional when helping us to sort out my late father's finances. He very quickly understood, and sorted out, what needed to be done and took care of everything that required immediate attention. He was very patient and took time to explain anything we weren't sure about and talked about our options and the impact each would have on us. He was very supportive and has given us great peace of mind. I would not hesitate to recommend him to anybody!

Nick T.

5/5

Lee has been successfully looking after my parents finances for many years. He is doing a fantastic job and every choice and decision is made in the best interests of my parents. I have had several meetings with Lee as has my brother and we both feel that everything is being done extremely well. I have now got Lee looking into what he can do for me to make my finances work better. I recommend Maskery Wealth Management they are genuine and very helpful, which I have seen over the years. Lee is very good and manages to fit appointments around my availability really well. Give them a try you will not regret it.

Sharon G.

5/5

We have been with Maskery Wealth Management now for several years. Lee has always been an excellent and professional advisor for us. He has always got time for us and we never feel rushed or persuaded to do anything we are not comfortable with. He is not hard sell, he is the best financial advisor we have met. During this very unstable time of Covid-19 he has kept us informed and both our pensions are up by 7%, excellent news in this scary time. I have recommended this company many times and all the people are very happy. Keep up the good work. Thank you

Ed

5/5

I wanted advice on what to do with my savings and how to get the best possible return.

I decided to meet up with Lee and seek his professional advice.

Lee is very professional and explains everything is so much detail.
I actually learned a lot just from that meeting and we came up with a plan on how to make my money work harder and get better return over time.

Great team at the office and I highly recommend them.

Thank you

Robert M.

5/5

Have met Lee several times now and he has been extremely helpful and is very knowledgeable. Lee has helped us with pensions, investments and inheritance tax issues. Very nice that Lee will come and visit you at home and explain things in simple English terms. Would recommend.

Rosemarie F.

5/5

After 2 years of getting very little service from my Financial Advisors it was recommended to me to get in touch with Lee. I received great professional advice and within a very short time pensions and investments were sorted. Also great advice received on inheritance tax.
I highly recommend Lee and his company.

ANDY W.

5/5

I was very impressed with the professionalism and service that I received from Lee Maskery. Him and his team did not do the hard sell but gave advice that was in my best interests and not for his business. He spent time and money in giving me advice which I really appreciated. I would not hesitate in recommending him as a Financial advisor to anyone and he will be my first and only point of call if I require any further financial advice