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Family Wealth Planning Ltd

  1. Wellingborough
  2. Wellingborough Lawyer

Reviews, get directions and contact details for Family Wealth Planning Ltd

Address: 98 Shelley Rd, Wellingborough NN8 3DP, UK
Phone: 01933 430115
State: Northamptonshire
City: Wellingborough
Zip Code: NN8 3DP

opening times

Monday: 9:00 AM – 8:00 PM
Tuesday: 9:00 AM – 8:00 PM
Wednesday: 9:00 AM – 8:00 PM
Thursday: 9:00 AM – 8:00 PM
Friday: 9:00 AM – 8:00 PM
Saturday: 9:00 AM – 6:00 PM
Sunday: 10:00 AM – 5:00 PM

Update Info
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Reviews
Kozzy is a professional. Detailed, thorough and took time to understand the short, medium and long term goals i am aiming for. He provides options with clear guidance but never pushy. Your agenda is his agenda. Nothing more. Always great to catch up with Kozzy as he’s always there for advice or just a coffee.
Kozzy is a warm, friendly person who is also knowledgeable about the savings and investments markets. I would not hesitate recommending Kozzy to others who would benefit from his advice
Kozzy was able to assess my potential future needs and offer options that reflect my attitude to risk. At no time has he tried to push products. Communication has been excellent and he has always gone out of his way to arrange meetings at times that were convenient to myself.
I consolidated several pensions to St James Place in 2008 and have had three advisors over the 14 years. Kozzy has been exceptionally attentive and diligent since inheriting my account 2 years ago. As the account was set up some years ago Kozzy doesn't receive any compensation for some of the advice and time he spends supporting me. I think this is highlights his commitment to his clients. Over the last year he's helped me to navigate a number of complex transactions. Throughout I've been kept informed of the steps and felt well supported. I have no hesitation recommending his expertise.
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