Belmont Wealth Planning -

Phone: 1708594626.
Website: belmontwealthplanning.co.uk.
Specialties: Legal services, Service establishment.

Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

Location of Belmont Wealth Planning

1708594626

Belmont Wealth Planning, located at 34 Limmer Lane, Guildford, Surrey, GU1 4LL, is a company that offers legal services and establishment services. You can easily contact them by phone at 1708594626 or visit their website at belmontwealthplanning.co.uk for more information.

This company has a strong reputation in the industry, with a 5/5 average rating based on 6 reviews on Google My Business. This is a testament to the high-quality services they provide and the level of customer satisfaction they consistently achieve.

Belmont Wealth Planning's legal services cover a wide range of areas, including estate planning, wills and probate, and power of attorney. Their expertise and experience in these areas make them a trusted partner for individuals and families looking to protect their assets and ensure their wishes are carried out.

In addition to their legal services, Belmont Wealth Planning also offers establishment services. This includes the formation of companies and other legal entities, as well as ongoing support and advice for businesses of all sizes.

One of the key features of Belmont Wealth Planning is their personalized approach. They take the time to understand each client's unique needs and goals, and then develop a customized plan to help them achieve those objectives. This attention to detail and focus on the individual client set them apart from many other companies in the industry.

Their location in Guildford, Surrey, makes them easily accessible for clients in the surrounding area. However, they also work with clients from all over the country, providing remote services and support as needed.

Reviews of Belmont Wealth Planning

James Jarvis

5/5

Having worked with Kamal on our estate planning I cannot but recommend him to anyone thinking of looking at this sort of thing. Covid made me realise we could leave my son alone and it was important for my piece of mind to have something legal and sound in terms of estate planning. He made everything clear and highlighted how the estate planning products he has could help protect my son and future descendants from estate erosion, or having the wrong person get their hands on it, yes it's a little more than just having a will. It's a complex legal process so having Kamal to see it all through gave us a sense of confidence and no question was every a silly question.

Cameron Buckland

5/5

Kamal from Belmont Wealth Planning has helped me understand the importance of estate planning for my future. His expertise and knowledge in will writing, trust planning, inheritance tax planning and business succession planning has been indispensable.

I got in touch and had a chemistry call with Kamal and I’m thankful for him taking the time to understand my worries and he put them at ease with his knowledge and experience. I highly recommend Kamal from Belmont Wealth Planning to anyone looking to protect their personal and business wealth, like I am.

Mark Ingleby

5/5

Kamal provided a patient, knowledgeable and very helpful service, which helped us write our wills and avoid a number of common pitfalls in both estate planning and power of attorney procedures. Excellent 'one-stop' service ( over just a couple of meetings) that helped us deal with all procedures through one provider, with free ongoing annual check-in 'aftercare' plus advice on both easy document access & safe storage. Recommended!

Janaina Mattos

5/5

Kamal assisted me in setting up a will with a trust that ensures my assets will be protected for generations.

Throughout the process, he guided me in achieving my goals, including:
• Ensuring financial security for my daughter
• Providing peace of mind by designating a guardian
• Establishing power of attorney in case it’s ever needed

Kamal’s extensive knowledge and great patience in answering all my questions made the entire process smooth and reassuring.

I am deeply grateful to him for bringing my vision to life and securing my daughter's long-term financial independence.

I highly recommend his services.

Hitesh Mistry

5/5

I was referred to Belmont Wealth Planning (BWP) by our mortgage advisor, and from the outset, BWP demonstrated exceptional professionalism. They took the time to thoroughly understand our requirements and estate details before arranging an in-person meeting with their Estate Planner. During this meeting, we were guided through the various services available, and despite our limited knowledge of the subject matter, BWP walked us through the process, highlighting the benefits and drawbacks of each option. This approach facilitated a constructive and informative dialogue.

BWP's team was meticulous, professional, and offered competitive pricing. I would highly recommend their services. Kamal Solanki, our Estate Planning advisor, exceeded our expectations, and the entire family was extremely pleased with the service provided.

Priyesh Dhanak

5/5

Kamal made our estate planning process stress free. He highlighted any potential problems that we could face and provided solutions to them. I would highly recommend Kamal