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Need Financial Planning

  1. Margate
  2. Margate Finance

Reviews, get directions and contact details for Need Financial Planning

Need Financial Planning

About

Helping our clients shape their future financial plans and meet their financial goals through first class, tailor-made services.



"At Need Financial Planning you’ll find a team ready to listen to your unique financial needs and objectives. We don’t believe in shoehorning our clients into a ‘one product fits all’ scenario. Instead, we take the time to understand not only your current circumstances but also what your future goals are. In doing so, we can propose practical solutions and map out a financial journey that is not only efficient but is also comfortable to you.Your concerns, your timeframes and your attitude to financial risks and rewards will all be accounted for in a tailor-made plan."
Address: 55 Upper Dane Rd, Margate CT9 2NA, UK
Phone: 0800 852 7642
ku.oc.pfdeen@ofni
State: Kent
City: Margate
Zip Code: CT9 2NA

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Fantastic experience with Rob while I was dealing with the company. He was extremely helpful and no matter how many questions I had, he always swiftly responded. He explained everything to do with my life insurance all the way through, sending me documents to make sure I understood everything before making a decision. Cannot recommend the company enough and I will ensure any future financial help, I go to them.
After an initial financial advice meeting with Colin, and then working directly with James to arrange multiple mortgages and remortgages i've had an extremely positive experience. Highly professional, always available with great communication and support along the way. I'm happy to recommend this company!
A wonderful, caring and professional service. I highly recommend Colin Brown and his team to provide a bespoke service tailored to each individual client. Although absolutely professional, I also felt that on a human level Colin cared about providing the best possible advice. His professional attitude is reflected in the support provided by his staff who give 100% effort in supporting clients of Need Financial Planning. In my opinion, this small, dynamic business wins hands down over large, impersonal service providers.
James was super helpful and patient whilst helping us with our remortgage and arranging our wills. he was extremely accommodating meeting with us in the evenings. I wouldn't hesitate to recommend him and the rest of the team.
With so many mortgages and insurance policies on the comparison sites, I was grateful for Need's assistance. They provided good advice, found decent products and made the applications go a lot smoother than if I had done them myself.
Excellent, informed guidance and advice. The whole Need team provided us with not only first class financial services but on-going personal, emotional support throughout a very difficult and trying time in our life. Highly recommended and will certainly use them again.
Working with Need Financial Planning was a joy. Everything ran smooth from the beginning of the process until the end. Warning: if Colin Brown pays you a visit, hide your chocolate biscuits!!
Really helpful and professional We would highly recommend James and the team
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