Butterfly Financial Planning Limited - Bromley

Introduction

Butterfly Financial Planning Limited, situated in the heart of Bromley, United Kingdom, is a distinguished financial planning firm that has been instrumental in guiding clients through various financial milestones. With a customer-centric approach, they aim to make financial planning an easy and stress-free journey.

Main Services

• Comprehensive Financial Planning: Butterfly offers holistic financial planning services, tailored to each client's unique needs and circumstances. Whether you're planning for retirement, navigating a significant life change, or growing your business, they provide personalized guidance every step of the way.
• Retirement Planning: They specialize in helping clients prepare for retirement, ensuring they have a comfortable financial future. This includes strategies for pensions, investments, and tax planning.
• Business Owners: Butterfly provides financial advice and planning services specifically designed for business owners. They help clients manage their wealth, protect their assets, and plan for the future of their business.
• Divorce Financial Services: They offer expert guidance during a challenging time, helping clients understand and navigate the financial implications of divorce. Their goal is to help clients achieve a fair and secure financial settlement.
• NHS Pension Advice: Butterfly Financial Planning Limited has expertise in NHS pension schemes. They provide advice on NHS pension options, tax implications, and planning for retirement.

Location and Access

Butterfly Financial Planning Limited is located at Contingent Works, Elmfield Road, Bromley, BR1 1LW, United Kingdom. The office is situated in the Elmfield area of Bromley, a short walk from the town center. It is easily accessible by public transport, with Bromley North and Bromley South railway stations located nearby. Several bus routes also serve the area. For those driving, there is paid street parking available in the vicinity.

Featured Characteristics

• Experienced Team: The team at Butterfly Financial Planning Limited comprises experienced and qualified financial advisors who strive to deliver high-quality, personalized service.
• Independent Advice: As an independent firm, they provide unbiased advice, recommending products and services that best fit their clients' needs.
• Transparent Approach: They believe in clear and open communication, ensuring clients understand the financial planning process and their options at every stage.

Practical Information

• Office Hours: The office is open Monday to Friday, from 9:00 AM to 5:30 PM. However, they also offer flexible appointment times to accommodate clients' schedules.
• Appointments: It is recommended to book appointments in advance to ensure availability.
• Contact Information: You can reach Butterfly Financial Planning Limited by phone at 2030936926, or via email at [email protected]. Their website is available at butterflyfinancialplanning.co.uk.

Positive Aspects from Reviews

Butterfly Financial Planning Limited has received overwhelmingly positive feedback from its clients. Some of the key positive aspects mentioned in their reviews include:

• Expertise: Reviewers consistently praised the team's extensive knowledge and experience in financial planning. Notably, Rakhee, a Financial Advisor, was commended for her professionalism and expertise.
• Personal Approach: Clients appreciated the personalized and tailored nature of the financial advice they received. The team took the time to understand each client's unique situation and provide advice that aligned with their goals and circumstances.
• Integrity and Care: The team's integrity and commitment to providing the best possible service were highlighted in several reviews. Clients felt that their best interests were genuinely at the heart of the advice they received.

👍 Reviews of Butterfly Financial Planning Limited

Threeboxes A.

5/5

Rakhee is extremely knowledgeable around financial planning and she has worked with a number of my clients in providing them with guidance and advice. She is very friendly and personable and I have no hesitation in recommending her services.

Ali S.

5/5

Rakhee is a Financial Advisor with integrity. She treats her clients with the utmost care and attention and delivers a first class service.

Jodi G.

5/5

I absolutely LOVE working with Rakhee and Jon. They made the whole finance / investing process so clear and easy. They go over and above with updates, suggestions, advice to ensure we’re maximising everything. As a small business owner I love how they can advice me on both my personal and business finances and integrate everything in the best way. Thank you guys. I appreciate you 😊

Jan K.

5/5

Excellent service, so clearly and patiently explained. Thank you Rakhee.