Legal & Financial Planning
Legal & Financial Planning is a company based in Lichfield, England. They specialize in providing expert advice and planning services in the legal and financial sectors. Their services include press advisories, advertising, and marketing. With years of experience, Legal & Financial Planning is committed to helping their clients achieve their goals and navigate complex legal and financial matters.
Introduction to Legal & Financial Planning
Legal & Financial Planning is a company that provides holistic financial and legal planning services. The company was founded in 2005 with the aim of helping clients secure their financial future and protect their assets. What sets this company apart is their team of experienced and knowledgeable professionals who work with clients to create customized solutions that fit their unique needs.Services & Products
Legal & Financial Planning offers a range of services to help clients manage their finances and plan for the future. These services include retirement planning, estate planning, tax planning, and investment management. Clients can also access legal services such as will writing and power of attorney. The company's goal is to provide comprehensive support to clients at every stage of their financial journey.Location
Legal & Financial Planning is located in Lichfield, a historic city in Staffordshire, England. The area is known for its picturesque streets, charming shops, and lively markets. Visitors can expect to find a variety of businesses in the area, including independent retailers, cafes, and restaurants. The office is conveniently located near several public transportation options, including the Lichfield City train station (1.5 miles), the Lichfield Bus Station (2 miles), and the Trent Valley train station (3 miles).Benefits
Clients should choose Legal & Financial Planning because of the company's commitment to providing personalized support and high-quality services. The team takes the time to understand each client's unique needs and goals and works with them to create a customized plan. Additionally, the company's legal expertise sets them apart from other financial planning firms, allowing them to provide comprehensive support that covers all aspects of a client's financial life.Good to Know
Clients should be aware that Legal & Financial Planning does not offer insurance products or mortgages. However, the company can provide referrals to trusted partners who specialize in these areas.Reviews
Customers have praised Legal & Financial Planning for their knowledgeable and friendly staff, personalized approach, and attention to detail. Clients appreciate the company's ability to simplify complex financial and legal concepts and make them understandable and accessible. Overall, customers feel confident in their financial future thanks to the support and guidance provided by Legal & Financial Planning.Amenities
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conference room -
wi-fi
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coffee maker
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printer
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projector
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whiteboard
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meeting room
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reception area
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parking lot
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onsite staff
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audio system
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air conditioning
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security system
FAQ
What types of press advisories do you specialize in?
We specialize in press advisories related to legal and financial planning. This includes topics such as estate planning, retirement planning, tax planning, and more.Can you provide examples of successful press advisories you have done in the past?
Yes, we have successfully created and distributed press advisories on a variety of topics. One example includes a press advisory on the importance of having a will in place, which received coverage in several local newspapers and online publications.What is your process for creating and distributing press advisories?
Our process for creating and distributing press advisories involves researching relevant topics, drafting the advisory, and targeting appropriate media outlets for distribution. We also follow up with journalists to gauge interest and provide additional information.How do you measure the success of a press advisory?
We measure the success of a press advisory by tracking media coverage and analyzing metrics such as reach, engagement, and website traffic. We also consider any feedback or inquiries we receive as a result of the advisory.How do you ensure that a press advisory aligns with our company's brand and messaging?
We work closely with our clients to understand their brand and messaging, and we ensure that the press advisory aligns with these values. We also review the advisory for accuracy and clarity, and we seek client approval before distribution.Reviews
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judy brock
Reassuring and superb financial advice for over 30years. Leo and the team have always been THE ’Go to’ place with any financial matters, and they make a good cup of coffee too! Thank you Leo Since my husband passed away I have continued to use the impeccable services of Legal and Financial Planning Ltd They have been such a great support to me, nothing is too much trouble The family meetings with Leo are so reassuring and give me confidence in managing my finances From Tracey and Joy in the office, who are always there to help, to Leo they are special Thank you again
28-04-2023
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Julie B
Having taken advice from Leo for 26 years as our circumstances have changed, Leo has always given us the ideal advice to fit our needs at the time, for which we are grateful. The service provided by Leo, Joy and Tracey has always been impeccable, both in the advice and the prompt replies when required. Thank you.
26-04-2023
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gordon lester
We have been customers of Leo for many years. When we had Retirement sums of money, we trusted Leo to invest this wisely, and it has proved to be a wise decision. We feel that as we are both in our advanced years, we value the comfort of having Leo to call upon if we have problems – financial or otherwise. Many thanks Gordon and Toni Lester”
26-03-2023
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Alison Trombley
We have been so pleased with the service received to date. My husband and I are only relative newbies being with Legal & Financial since 2021. Leo, Tracey and Joy are beyond efficient. I pride myself on similar levels of response/service in my work and it is refreshing and so welcome to receive this when I am on the other side of things. I wouldn’t hesitate to recommend them. Like many clients I am sure, I became aware of Leo and the team through relatives. My parents were clients of Leo’s for many years. The whole team were equally supportive and efficient in helping me during a difficult year. I can’t thank them all enough.
26-02-2023
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Viv Middleton
I have known Leo for many years both as a friend and financial planning advisor. He is one of the most trustworthy, honest and knowledgeable people I have ever met. He tells you as it is - good and bad! He helped me through some very complicated financial matters last year for which I am eternally grateful. His two office staff Tracey and Joy are two of the nicest most professional ladies in the industry. Nothing is too much trouble and queries are dealt with at lightening speed. I would highly recommend Leo and his ladies at Legal @ Financial Planning. Give them a call for a no obligation meeting.
26-05-2022
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Iain Kinnis
I have been a client of Legal & Financial Planning for 20 plus years. Making use of their sound advice since the late 90's, I have recently been able to retire (very) early. Leo and his staff are always professional and very customer responsive. L&F Planning is one of a very few organisations that I have recommended to friends and family.
26-05-2022
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Subodh Western
Leo I'm amazed and impressed with the speed of your response to my ignorant questions so a heartfelt thank you for all your help and support at this time in my life. You and your staff have been a solid rock to rely on. Sue
26-05-2022
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Susan Lee
I have used Legal & Financial Planning for over 25 years. They are an excellent company. I value their service greatly and would entirely recommend them. Their advice has always proved to be considered and excellent and I would trust them implicitly. They responded quickly to any queries and are friendly, utterly professional and trustworthy.
26-05-2022
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Sheila Walker
I have taken advice from Leo for over 20 years. Staying with one financial advisor for such a length of time is a testament to his financial acumen, professionalism and his ability to provide great returns on investments. He is ably supported by a most professional team . My thanks to all. Sheila Walker
26-05-2022
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Keith trainer
Positive: Professionalism, Quality, Responsiveness, Value
26-05-2022
