Postcard Financial Planning Ltd

Hours
Chamber Rating
-
Catherine Hewitt
Feb 10th, 2020 -
Adrian Howell
Jun 14th, 2019 -
Karen Mays
May 7th, 2019 -
Derek Holliday
Apr 23rd, 2020 -
Mark Hugill
Aug 21st, 2019
Contact Info
- (132) 596-5300
Questions & Answers
Q What is the phone number for Postcard Financial Planning Ltd?
A The phone number for Postcard Financial Planning Ltd is: (132) 596-5300.
Q Where is Postcard Financial Planning Ltd located?
A Postcard Financial Planning Ltd is located at Business Central, 2, Darlington, eng DL1 1GL
Q What is the internet address for Postcard Financial Planning Ltd?
A The website (URL) for Postcard Financial Planning Ltd is: http://www.postcardplanning.co.uk/
Q What days are Postcard Financial Planning Ltd open?
A Postcard Financial Planning Ltd is open:
Friday: 8:00 AM - 8:00 AM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 4:00 PM
Tuesday: 8:00 AM - 4:00 PM
Wednesday: 8:00 AM - 8:00 AM
Thursday: 8:00 AM - 8:00 AM
Q How is Postcard Financial Planning Ltd rated?
A Postcard Financial Planning Ltd has a 5.0 Star Rating from 10 reviewers.
Hours
Ratings and Reviews
Postcard Financial Planning Ltd
Overall Rating
Overall Rating
( 10 Reviews )
Catherine Hewitt on Google

Adrian Howell on Google

Karen Mays on Google

Derek Holliday on Google
We decided to transfer my company funds to an investment fund which Rohan identified and matched perfectly to our needs and appetite for risk . Rohan managed everything for us and after 2 years can honestly say it was the best decision we made to engage with PP.
We would highly recommend Postcard Planning to anyone looking for a financial advisor who listens and works towards achieving your goals with fresh ideas . Its all about people at the end of the day and and we would highly recommend Rohan and his team including the extremely helpful Dan .

Mark Hugill on Google
We rung around financial advice companies in our area getting quotes to turn my old stakeholder pension with Royal London into a drawdown pension so as we could retire and enjoy a bit of life while we are younger (56) than the normal retirement age (67).
Rohan explained our first meeting was free and then if we were to go ahead it was an agreed sum of which was less than a third of what other companies were charging ( sorry Rohan you sold yourself short there but what a great service we got ) the meeting went well so off we went on a financial planning journey.
We supplied all the personal expenditure information and Rohans team sorted out the Royal London part and did an excellent job of a financial forecast for us that was very easy to understand and had certain scenarios built in that could depict a market crash etc. etc.
The meetings that were set up between us was always timed around ourselves and were easy to arrange. We are now at the last stage of sending the signed forms back to Royal London to turn the old stakeholder pension into a drawdown that should be fairly simple.
I honestly can't thank Rohan, Dan and the team enough, cheers and if anyone reading this review with similar goals like ourselves don't hesitate to give Postcard a call.
Mark and Debbie.