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Outwoods Financial Planning

  1. Burton-on-Trent
  2. Burton Upon Trent Finance

Reviews, get directions and contact details for Outwoods Financial Planning

"We are a warm and friendly family business with over 20 years of Financial Services Expertise.Our Chartered Financial Planner Jon Carvell will work with you to help clear away the financial fog and plan a pathway to your objectives."
Address: 19 Outwoods St, Burton-on-Trent DE14 2PL, UK
Phone: 07934 751678
State: Staffordshire
City: Burton-on-Trent
Zip Code: DE14 2PL

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Reviews
John has been a God send to me and my wife. We like most people have various pensions and not knowing what to do with them. We contacted our various pension companies for advice but got no where. We then contacted John and arranged a meeting with him. He sat down went through our documents and gave us information that we didn't even know about which should have been given by our pension companies. Thanks to him he's now helped us financially for our future. I can honestly say that he is the most friendliest, honest and knowledgeable person you'll ever meet. We now see John as our friend and not as an advisor. I would most definitely recommend his services. Thanks for all your time John it's much appreciated. Andy & Dawn Joyce
Jon was able to offer a great service and answer all of my questions in consolidating all my previous employer pensions. He has demonstrated how having my funds managed, will give my pot opportunity to grow more rather than leaving them as they are. Jon is approachable, down to earth and we have built a rapport which means I'll be using his services for all our financial needs.
Jonathan couldn’t have been more helpful if he tried. I never had any issues whilst dealing with Jonathan and would encourage anybody to use him. He is very flexible when arranging to see you and is always very informative whilst always explaining things in an easy way to understand. Can’t fault him, too bloke
I have used Jon for the last few years, and have found him to be a great help, explains everything in detail and is very honest with his advice. He has been always very approachable and genuine. I would highly recommend his services.
Jon was very professional and helpful with any questions or queries i had. He explained things in a way I could understand. Highly recommend his services to anyone looking for financial advice
From initial phone equiry Jon was so helpful and friendly. We had a meeting and He explained everything that we needed to put us in the right direction for us to move forward with our investment, and are in the process of doing that now. We would totally recommend Outwoods financial Planning. Thank you Jon for taking the time.
I met John for the first time on Tuesday and was very impressed with his straightforward, informative and no nonsense approach to advising on pensions and investments. If I need any further help John will be my first point of call.
Great service, clear advice and very helpful. John worked wonders sorting out a very old and semi-forgotten pension I had! Would definitely recommend.
Jon Carvell was introduced to us probably 2 yrs ago. At last a financial advisor who knows every answer to every question !! Nothin is too much for Jon he’s easy to talk too he’s a walking knowledge book ! There is literally nothin he doesn’t find the answers too, which takes an awful lot of pressure off your mind when all you can think about “;what if this was to happen “ Jon has a personality that will adjust to everybody’s needs ! Thoroughly recommend Jon very reassuring and is there whenever you need help. Thank you Jon for everything Alan and Val
Jon is a very friendly and professional financial planner. knowledgeable and able to answer any questions i have had. He explains things in a way you can understand instead of the technical terms. Jon was recommended to me by a family member and i will continue to use Jon's services. I would highly recommend!
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Outwoods Financial Planning map

Directions to Outwoods Financial Planning with public transportation

Outwoods Street 60 meters
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827
Outwoods Street 110 meters
401
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Edward Street 200 meters
401
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827
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Saw Mill Way 270 meters
401
402
403
827
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Saw Mill Way 290 meters
401
402
403
8
827

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