Pineapple Financial Planning - York

Pineapple Financial Planning

Address: Tudor House, Westfield Ct, Copmanthorpe, York YO23 3TA, United Kingdom.

Phone: 1904373110.

Website: pineapplefp.co.uk.

Specialties

• Financial planner

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointment required

Opinions

This company has 21 reviews on Google My Business with an average opinion of 5/5. Customers praise the tailored and professional advice, as well as the ability to explain complex financial concepts in an easy-to-understand manner. The company's dedication to helping clients achieve their short, medium, and long-term goals is highly appreciated. Furthermore, the retirement cashflow projection service provided by Pineapple Financial Planning has been found very useful for effective planning with various scenarios in mind.

Recommendation

For anyone seeking a reliable and knowledgeable financial planner, Pineapple Financial Planning is an excellent choice. With their personalized approach, commitment to client satisfaction, and convenient location, they are well-equipped to help you achieve your financial goals. Don't hesitate to visit their website or call them to schedule an appointment today.

👍 Reviews of Pineapple Financial Planning

Niall

5/5

Alex offers tailored and professional advice which both challenges and enables my ways of thinking and planning for the future to help achieve, short, medium and long-term goals. I would highly recommend his services!

Tim C.

4/5

We have been working with Alex for a few years now. Recently, he worked with us on a retirement cashflow projection, which we've found very useful in being able to plan effectively for the future, with various scenarios in mind. Alex always takes time to explain what he's doing and to simplify the complex, with no question considered dumb! 🙂

Larry L.

5/5

I have nothing but praise for Alex and his services as he has always been so willing and helpful in looking after my portfolio and made it easy to understand for me and my wife. Also the products he has put me in has produced exceptionally high returns and he has always had a great understanding of our requirements to suit our needs. He is very knowledgeable and professional in his approach.

Ali M.

5/5

Alex brings a fresh look to Financial Planning. His approach is very tailored to my needs, spending as much time necessary to discuss the various options available. He is incredibly professional and patient, explaining everything in detail, but also puts a personal touch on things as well. I would highly recommend to anyone looking for Financial advice at whatever level.

Tracey E.

5/5

Alex has been invaluable with regards many aspects of our financial planning. He always takes the time to fully explain everything and nothing is too much trouble. We feel like he understands ours, and our family's needs, and with his excellent and up-to-date knowledge of the current financial markets, mixed with his personable, yet professional nature, we wouldn't hesitate to recommend him.

Terry K.

5/5

I have dealt with financial advisers in the past and Alex brings a fresh approach to my finances and helps me build and stick to my financial plans. He is always available when needed, is proactive in contacting me and sending things that he thinks will be relevant for me and my finances and I generally have a lot of trust with him. Happily recommend

Daniel M.

5/5

Alex is a consummate professional. Talked us through all of our options, explained anything we didn't understand. Making investments is a big deal for a lot of people and Alex made sure we knew exactly what we were signing up for before we did anything. He gave us complete transparency over any fees and really put us at ease that our money would be in good hands. He's an absolute pleasure to chat to and his knowledge and expertise in his field really shine through! Top guy!

Paul F. (. H. B.

5/5

Having previously had a far from favourable experience with sjp, Alex restored our confidence with his extensive knowledge, constant optimism and superlative patience. Alex went above and beyond his remit to reassure a mature couple dithering with investments versus old habits, and delivered on every task set. We would most certainly recommend and trust Alex at pineapple financial planning. Paul and Hilary