Simon Reid Wealth Management - Wokingham
Address: Staverton House, Wokingham RG40 2EH, United Kingdom.
Phone: 1189770475.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
Location of Simon Reid Wealth Management
Simon Reid Wealth Management is a financial planning firm located in the heart of Wokingham, England. Their office is situated in the historic Staverton House, providing a professional and elegant atmosphere for clients. The firm can be easily reached by phone at 1189770475 or in person at the following address: Staverton House, Wokingham RG40 2EH, United Kingdom.
This company specializes in financial planning, and their team is dedicated to helping clients achieve their financial goals. Simon Reid Wealth Management takes a holistic approach to wealth management, considering all aspects of a client's financial situation to develop a customized plan that suits their unique needs. Their services include retirement planning, investment management, estate planning, and tax planning.
The firm is committed to accessibility and inclusivity, offering wheelchair-accessible parking and restrooms. They understand that everyone's needs are different and strive to create a welcoming and comfortable environment for all clients.
Simon Reid Wealth Management has received rave reviews from their clients, with an average rating of 5/5 on Google My Business. One satisfied client wrote, I have been working with Simon Reid Wealth Management for several years now and have been extremely pleased with their services. They take the time to understand my financial goals and develop a plan that works for me. I highly recommend them to anyone looking for financial planning services.