Investment Companies

Need Financial Planning (also trading as Need Mortgage Hub)

Need Financial Planning, also known as Need Mortgage Hub, is a financial services company located in Broadstairs, England. They specialize in investment planning and offer a range of financial services to their clients. With a focus on providing personalized solutions, Need Financial Planning is committed to helping their clients achieve their financial goals.

Introduction to Need Financial Planning (also trading as Need Mortgage Hub)

Need Financial Planning, also known as Need Mortgage Hub, is a UK-based company that offers financial planning and mortgage services. The company was founded with the purpose of helping individuals and businesses create and manage their financial plans. What makes this company unique is their commitment to providing customized solutions that cater to the specific needs of their clients.

Services & products

Need Financial Planning offers a range of services that include financial planning, mortgage advice, and investment management. Their financial planning services cover areas such as retirement planning, estate planning, and tax planning. They also offer mortgage advice that helps clients find the best mortgage deals that suit their needs. Additionally, their investment management services help clients manage their investments and achieve their financial goals.

Location

Located at 123 High St, Broadstairs CT10 1NQ, United Kingdom, Need Financial Planning is situated in the heart of Broadstairs. Broadstairs is a seaside town in the county of Kent, known for its sandy beaches and cliff-top walks. The area is home to a variety of businesses, such as cafes, restaurants, and boutique shops. Customers can expect a relaxing and scenic experience when visiting the area. The nearest public transportation options include Broadstairs Station (0.2 miles), Dumpton Park Station (0.7 miles), and Ramsgate Station (1.8 miles).

Benefits

Customers should choose Need Financial Planning because of their commitment to providing customized solutions that cater to their specific needs. The company has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. They also offer competitive pricing and a range of services that cover different areas of financial planning.

Good to know

Customers should be aware that Need Financial Planning is a regulated company and is authorized and regulated by the Financial Conduct Authority (FCA).

Reviews

Need Financial Planning has received positive reviews from customers who have praised the company for their professionalism, expertise, and excellent customer service. Customers have also commended the company for their ability to create customized solutions that meet their specific needs.

Amenities

financial advice
tax planning
retirement planning
investment portfolio
wealth management
online trading
brokerage account
mutual funds
stocks
bonds
etfs
financial planning
insurance
risk management
financial education
trust services

FAQ

What types of investment options do you offer?

We offer a range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Our team of financial advisors can work with you to determine which investment strategy is best suited for your individual needs and goals.

What is your track record for investment returns?

We are proud to have a strong track record of delivering consistent investment returns for our clients. However, it is important to note that past performance is not a guarantee of future results. We always recommend that clients speak with one of our advisors to discuss their individual investment goals and risk tolerance.

What fees do you charge for your services?

Our fees vary depending on the investment products and services that clients require. We are committed to being transparent about our fees and will always provide clients with an estimate of costs prior to engaging our services. We do not charge any hidden fees or commissions.

How do you ensure client investments are secure?

We take the security of our clients' investments very seriously. We work with reputable custodians to hold and safeguard our clients' assets. Additionally, we use industry-standard security protocols to protect client data and prevent unauthorized access to accounts.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from many satisfied clients. We are proud of the relationships that we have built with our clients and strive to provide exceptional service to each and every one of them. Please contact us to request references or testimonials.

Reviews

Anna Wilson

Really helpful and professional We would highly recommend James and the team

27-11-2022
Marc Gisby

Fantastic experience with Rob while I was dealing with the company. He was extremely helpful and no matter how many questions I had, he always swiftly responded. He explained everything to do with my life insurance all the way through, sending me documents to make sure I understood everything before making a decision. Cannot recommend the company enough and I will ensure any future financial help, I go to them.

27-08-2022
Ed White

Positive: Professionalism, Quality, Responsiveness

27-05-2022
Alexandra M

Jane was a star and the need financial planning team were the best guiding us through our first mortgage application. As first time buyers we had a lot of questions but they met our every need being very supportive and responsive. The team as a whole very friendly and approachable. We are very happy with the service & highly recommend them for any financial service, will definitely be using them again. Thank you!

27-05-2022
Tracy Lewis

27-05-2020
Brad Bucceri

James was super helpful and patient whilst helping us with our remortgage and arranging our wills. he was extremely accommodating meeting with us in the evenings. I wouldn't hesitate to recommend him and the rest of the team.

27-05-2019
Wade Taylor

After an initial financial advice meeting with Colin, and then working directly with James to arrange multiple mortgages and remortgages i've had an extremely positive experience. Highly professional, always available with great communication and support along the way. I'm happy to recommend this company!

27-05-2019
Ron Smith

Working with Need Financial Planning was a joy. Everything ran smooth from the beginning of the process until the end. Warning: if Colin Brown pays you a visit, hide your chocolate biscuits!!

27-05-2019
Adrian Newick

Excellent, informed guidance and advice. The whole Need team provided us with not only first class financial services but on-going personal, emotional support throughout a very difficult and trying time in our life. Highly recommended and will certainly use them again.

27-05-2019
Alan Martin

With so many mortgages and insurance policies on the comparison sites, I was grateful for Need's assistance. They provided good advice, found decent products and made the applications go a lot smoother than if I had done them myself.

27-05-2019