Stonewater Wealth Management - Preston

Stonewater Wealth Management is a financial planning and consulting firm located at 1b, Stonewater Wealth Management, Tarleton Office Park, Windgate, Tarleton, Preston PR4 6JF, United Kingdom. The company can be reached at Phone: 1772287778 or through their website Website: stonewaterwm.com.

The firm specializes in Financial planning and Financial consulting, providing a range of services to help individuals and businesses manage their finances effectively. The team at Stonewater Wealth Management is made up of experienced professionals who are dedicated to providing personalized solutions to meet the unique needs of each client.

One of the key features of Stonewater Wealth Management is its commitment to accessibility. The office is equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for people with mobility challenges to visit the firm. There is also a restroom available for all visitors.

In terms of reputation, Stonewater Wealth Management has received excellent reviews from its clients. The company has 4 reviews on Google My Business with a Average opinion: 5/5. This is a testament to the high-quality service and expertise that Stonewater Wealth Management provides.

If you are looking for a financial planning or consulting firm that is knowledgeable, experienced, and committed to providing personalized solutions, Stonewater Wealth Management is an excellent choice. The company's convenient location, accessibility features, and strong reputation make it a standout option in the industry.

Reviews of Stonewater Wealth Management

Isabelle Simpson

5/5

Stonewater managed my late father's finances well for many years and following his death carried out an excellent job of liaising with the solicitors and ourselves as executors. Geoff has also managed and advised on a pension for myself. He has an approachable attitude and is always more than happy to explain financial matters however complex in a way that is understandable. I can highly recommend Stonewater Wealth Management and will continue to use them for financial advise into the future.

Lee Masterson (MerseyFlyer)

5/5

Cannot recommend enough. Spoke to Gary, who in 25 mins took me through all the relevant info and gave me the answers I needed to progress, having spent weeks going round in circles with other firms. Excellent, thank you so much.

Julie Stock

5/5

Great company to deal with would definitely recommend.

Peter Bendall

5/5