At Culverhouse & Co, we pride ourselves on being a trusted advisor to individuals, families, and businesses in the financial planning and accounting sector. With over three decades of experience, we have built a reputation for providing personalized services that cater to the unique needs of our clients. Our approach is based on a deep understanding of our clients' financial situations, goals, and aspirations. We take the time to get to know our clients, listen to their concerns, and provide tailored solutions that help them achieve their financial objectives.
Our Services
Our comprehensive range of services includes financial planning, accountancy, and tax planning. We take the time to understand our clients' financial situations, goals, and aspirations, and provide personalized solutions to help them achieve their financial objectives. Our services range from financial planning, pension, and retirement planning, savings and investments, inheritance tax planning, long-term care planning, family protection, ethical investing, tax planning, cash flow planning, and school fees planning.
Our Approach
At Culverhouse & Co, we believe in taking a proactive approach to financial planning. We take the time to get to know our clients, understand their financial situations, and create personalized financial plans that cater to their needs and goals. Our approach is based on a deep understanding of our clients' financial situations, goals, and aspirations. We utilize a unique, globally-focused approach that combines local expertise with global research-based insights to provide our clients with the best possible outcomes.
Financial Planning
Our financial planning services include Getting to Know You, Understanding Your Goals and Creating Your Bespoke Financial Plan, Implementing Your Plan, and Keeping an Eye on Things. We use a risk profiling questionnaire and associated analysis tools to provide a full understanding of our clients' attitudes to risk, need, and capacity for loss. We identify potential investments appropriate to our clients' risk profiles, for consideration.
Why Choose Culverhouse & Co?
At Culverhouse & Co, we pride ourselves on our commitment to providing exceptional service, expert advice, and personalized solutions to our clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. We are committed to building long-term relationships with our clients, based on trust, respect, and open communication.
Meet the Team
Our team of experienced professionals is dedicated to providing personalized services to our clients. Each member of our team is committed to understanding our clients' financial situations, goals, and aspirations, and providing tailored solutions to help them achieve their financial objectives.
Testimonials
We take pride in our ability to deliver exceptional results for our clients. We are proud of the testimonials we have received from our clients, who appreciate our personalized approach and commitment to providing expert advice and exceptional service.
Blog
At Culverhouse & Co, we believe in staying informed about the latest financial planning and accounting trends. Our blog provides expert insights and analysis on various financial planning and accounting topics, designed to educate and inform our clients and other stakeholders.
Service Standards
The service offered by Culverhouse is a mixed bag, with some customers having a negative experience while others have had a positive one. The most critical review was from Lexus, who gave the company 1 star. According to Lexus, the owner John was unfriendly and nosy, asking too many questions about their personal life and finances. Lexus felt that John was aggressive and unprofessional, and was not interested in providing a good service.
On the other hand, Christopher Shaw gave the company 5 stars, praising the Culverhouse team for providing a professional and efficient service. Shaw specifically mentioned that the team was able to recoup owed funds, which suggests that they are effective in managing finances.
Conclusion
It appears that Culverhouse has some work to do to improve their service standards. While some customers have had positive experiences, others have been let down by the company's staff. It's clear that professionalism and good communication are key areas for improvement.
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