Rhodes Wealth Management - Ashbourne

Address: Express Works, Express Court Yard, Luke Ln, Brailsford Green, Brailsford, Ashbourne DE6 3BY, United Kingdom.
Phone: 1332497670.
Website: rhodeswealthmanagement.co.uk
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Rhodes Wealth Management

Rhodes Wealth Management Express Works, Express Court Yard, Luke Ln, Brailsford Green, Brailsford, Ashbourne DE6 3BY, United Kingdom

☎️1332497670

⏰ Open Hours of Rhodes Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Rhodes Wealth Management es una empresa de gestión financiera con sede en Express Works, Express Court Yard, Luke Ln, Brailsford Green, Brailsford, Ashbourne DE6 3BY, Reino Unido. La empresa cuenta con un equipo de expertos en asesoramiento financiero y planificación de inversiones para ayudar a los individuos y las familias a lograr sus objetivos financieros.

Para la gestión de patrimonio, Rhodes Wealth Management ofrece servicios de asesoramiento financiero personalizado y planificación de inversiones. Los expertos de la empresa trabajan estrechamente con sus clientes para entender sus necesidades y objetivos financieros, y desarrollan planes de inversión personalizados para ayudarlos a alcanzar sus metas.

Características

Experiencia y credenciales

Los expertos de Rhodes Wealth Management tienen una amplia experiencia en asesoramiento financiero y planificación de inversiones. La empresa cuenta con una sólida reputación en el sector financiero y ha sido reconocida por su compromiso con la excelencia y la atención al cliente.

Servicios

Asesoramiento financiero personalizado
Planificación de inversiones
Gestión de patrimonio
Consejería de seguros
Planificación financiera para la jubilación

La empresa ofrece servicios de asesoramiento financiero en línea y en persona, lo que permite a los clientes acceder a su asesoramiento financiero de manera cómoda y conveniente.

Otras características

Algunas de las características adicionales de Rhodes Wealth Management incluyen:

Apuntamientos en línea
Servicios en el lugar
Estacionamiento de vehículos accesible para sillas de ruedas
Acceso accesible para sillas de ruedas
Toiletas accesibles para sillas de ruedas

Opiniones

Las opiniones de los clientes sobre Rhodes Wealth Management son muy positivas. Se han producido 26 opiniones en Google My Business con una media de 4.9/5 estrellas. Los clientes elogian la atención al cliente, la profesionalidad y la transparencia de la empresa.

Una de las opiniones destacadas destaca la capacidad de Rhodes Wealth Management para proporcionar regular actualizaciones y evaluaciones periódicas para garantizar que los clientes estén informados y tranquilos sobre sus inversiones. Gracias a Gurdeep por el apoyo continuo.

En resumen, Rhodes Wealth Management es una empresa de gestión financiera confiable y profesional que ofrece servicios de asesoramiento financiero y planificación de inversiones personalizados. Con su experiencia, credenciales y características adicionales, la empresa está ideal para aquellos que buscan lograr sus objetivos financieros.

👍 Reviews of Rhodes Wealth Management

Randeep S.

5/5

Always good service and engagement with Rhodes. Regular updates and periodic reviews are always insightful and well informed to make me feel comfortable of investments under management. Thanks to Gurdeep for continued support.

David V.

5/5

I have had an excellent experience with Rhodes Wealth Management and have worked closely with Gurdeep Lall who has set me up with various investment options for now and the future. Gurdeep has spent time to understand my personal & family financial goals and I am seeing a really strong return on my investments year on year and we are achieving those goals together. Big thanks to both Rhodes and Gurdeep!

David H.

5/5

I have been a client of Rhodes Wealth Management since 2014 and I couldn't be happier with the level of service and expertise they provide. The team is professional, responsive, and always available to answer any questions I have. They have helped me navigate the complexities of investing and financial planning, and as a result, I have seen significant growth in my portfolio. I appreciate their transparent and honest approach and highly recommend them to anyone looking for a trustworthy and experienced wealth management firm.

Pete H.

2/5

Advice is okay for those without any financial acumen. However:
• Slow. 8 weeks (and counting) to set up a pension.
• Lack of communications throughout.
• Emails often ignored though.
• Promises to respond not followed through. • You chase and chase and chase and do not get a reply.
• It has led to delay after delay for a property purchase through my SIPP.
• Very costly and may cost me the deal.

Not sure if it’s a Rhodes Wealth Management problem, or a St James Place problem. My advice: shop around, try and stay local.

Ian W.

5/5

I have nothing bad to say about the service that I have received, it has been 5 Star from start to finish, the gentleman representing the company called round my house at a time that suited me and he made me feel at ease as soon as we had spoken to each other, his name was Gurdeep and was very professional in his approach. He took away my details and got back in touch within a few days with a plan, very impressive I have to say and everything made sense. He then came back and we got everything sorted within 30 minutes, and if ever I need to speak with him he is always readily available, if he is busy at that time he will always sort out a suitable time in which to get back to you. If anyone was ever considering Investing then I would not hesitate to get in touch with these guys especially Gurdeep. Ian Welbourn

Chris M.

5/5

We have been clients of Rhodes Wealth Management for over 5 years and at all times have received excellent support and advise from both Adam Rhodes and Imran Kalam.

Ian J.

5/5

2 years into early retirement my pension is performing well and meeting all my needs. I appreciate the great advice given and look forward to continued strong performance in my pension investments.

James W.

5/5

I have been really pleased with the service and advice I have received from Tom since becoming a client. He has supported me with knowing what to do with some inheritance I received and also in setting up my own company. Nothing is too much trouble and he is always available. I highly recommended him and Rhodes Wealth Management.