Butterfly Financial Planning Limited - Bromley

Introduction

Butterfly Financial Planning Limited, nestled within the heart of Bromley, United Kingdom, is a distinguished financial advisory firm committed to transforming the financial planning landscape. With a unique approach that combines expertise, empathy, and clarity, this boutique practice is dedicated to guiding clients through the complexities of financial management, tailoring solutions to their individual needs and aspirations.

Main Services

• Comprehensive Financial Planning: Butterfly Financial Planning offers a holistic approach to financial planning, helping clients navigate their financial journey with confidence. This includes retirement planning, wealth preservation, and estate planning.
• Specialist Divorce Services: The firm provides expert financial advice during divorce proceedings, ensuring clients' financial interests are protected, and helping them secure a fair and sustainable financial outcome.
• Business Owner Services: Butterfly Financial Planning supports business owners in managing their personal and corporate finances, with services including business exit planning, employee benefits, and tax efficiency strategies.
• NHS Pension Advice: Given the complexities of NHS pension schemes, the firm offers specialized advice to help NHS employees understand their pension options and maximize their benefits.

Location and Access

Butterfly Financial Planning Limited is located at Contingent Works, Elmfield Rd, Bromley BR1 1LW, United Kingdom. The office is situated in a quiet, professional neighborhood, surrounded by lush greenery, offering a peaceful environment for clients to discuss their financial affairs.

Reaching the office is convenient, with several transportation options available:

• By Train: Bromley South and Bromley North stations are both within walking distance, served by frequent services from London Victoria and other destinations.
• By Bus: Several bus routes stop nearby, including the 119, 126, 138, 181, 208, 261, and 320.
• By Car: Elmfield Rd is easily accessible via the A232 and A21, with on-street paid parking available in the vicinity.

Featured Characteristics

Some unique characteristics that set Butterfly Financial Planning Limited apart include:

• Personalized Service: The firm prides itself on delivering personalized, one-to-one service, taking the time to understand each client's unique circumstances and goals.
• Transparent Communication: Butterfly Financial Planning believes in clear, jargon-free communication, ensuring clients are always informed and involved in the decision-making process.
• Independent Advice: As independent financial advisors, the firm offers unbiased advice, always acting in the best interests of their clients.
• Continuity of Service: The firm aims to build long-term relationships with clients, providing ongoing support and reviews to ensure their financial strategies remain relevant and effective.

Practical Information

• Opening Hours: Monday to Friday, 9:00 AM - 5:00 PM
• Appointments: Appointments are recommended, and can be scheduled by calling 2030936926 or using the contact form on their website.
• Accessibility: The office is wheelchair accessible, with toilet facilities available on-site.
• Parking: Paid street parking is available nearby.

Positive Aspects from Client Reviews

With an average rating of 5/5 from 4 Google My Business reviews, clients have highlighted several positive aspects of Butterfly Financial Planning Limited:

• Expertise: Clients commend the advisors' extensive knowledge and experience in financial planning, with one client describing their financial advisor as "extremely knowledgeable."
• Personal Approach: The firm's personalized and empathetic approach is frequently praised, with clients appreciating the tailored advice and genuine care they receive.
• Professionalism: Clients consistently mention the professionalism and integrity of the team, with one client highlighting their advisor's "first class service" and "utmost care and attention."

👍 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.