Reviews of FTA Financial & Wealth Management Ltd. (Financial Consultant) in Bournemouth (Dorset).

FTA Financial & Wealth Management Ltd

7 Reviews

7 Comments

Financial Consultant

Financial planner

67 Poole Rd, Westbourne, Bournemouth BH4 9BA, United Kingdom

Description

Information of FTA Financial & Wealth Management Ltd, Financial Consultant in Bournemouth (Dorset)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of FTA Financial & Wealth Management Ltd

Reviews of FTA Financial & Wealth Management Ltd

M. W.

I have the highest regard for FTA Financial & Wealth Management. I have been dealing with Adam and Sue for about 7 years, and have been given sound advice in that time. I am always kept well informed, have regular reviews, and the results have been excellent. I recommend them without reservation.

A. E.

I have been a client of Sue at FTA Financial & Wealth for many years. I can’t recommend Sue and her team and in particular Christine Hawes highly enough. Through the years, I have been given sound advice and superb professional service from the team, quick and efficient in dealing with any queries and their support absolutely phenomenal!

K. F.

Sue Delahunty and more recently Adam Brookbanks have looked after my health insurance, will and financial security arrangements for the best part of 2 decades. They are approachable, communicative, knowledgeable, efficient and have offered very good advice that has given me sustained peace of mind. It has been a pleasure working with them and seeing them grow as a result of hard work and gained trust. For all dental colleagues requiring a balanced and comprehensive approach to their financial planning that will be around for their whole career, I have no hesitation in recommending them.. Dr Koray Feran BDS MSc FDSRCS Clinical Director LCIAD Ltd

A. P.

I have used Christine Hawes at FTA now on a number of occasions. First class service. She is spot on with advice; approachable; always at the end of the phone; and does everything to ensure the cover is in place as required. There is no need for me to go to anyone else because the service is perfect. I would recommend her to all, and will continue to use her services in the future.

j. s.

I have used FTA Financial for many years now. The information given to me has always been concise and easy to follow. The times when their help has been needed I have been able to ask , and the processes completed quickly efficiently and in a personable manner. I'd really recommend them to everyone. Very pleased with every aspect.

D. W.

Many thanks to Christine for aranging our Directors Life Insurance for our business aquisition loan - she got the best prices and did all the hard work aranging appointments and talking to the GP surgeries. A FANTASIC service.

T. J.

I’ve benefited from Sue’s and more latterly Adam’s excellent advice for many years. They are efficient, professional and great communicators and have my complete trust. I would certainly recommend them to fellow professionals.

Contact

Photos