Friendly Wealth Management - Stafford

Friendly Wealth Management: A Comprehensive Overview

Friendly Wealth Management is a respected financial consultancy and planning firm dedicated to providing personalized and comprehensive financial solutions to individuals and families. Located at Sterling House, 64 Lichfield Rd, Stafford ST17 4LW, United Kingdom, the firm offers a suite of services designed to help clients achieve their financial goals. Their commitment to clear communication and client satisfaction is evident in their approach to financial planning, investment management, and tax preparation.

Phone: 1785257257

Website: friendlywealth.co.uk

Specialties: Financial consultant, Financial planner, Investment service, Tax preparation.

Services Offered

Friendly Wealth Management provides a wide range of services tailored to meet diverse client needs. These include:

• Financial Consulting: They offer expert advice on a variety of financial matters, helping clients make informed decisions about their money and investments. This includes retirement planning, estate planning, and goal-based financial strategies.
• Financial Planning: The firm develops customized financial plans that align with a client's individual circumstances, risk tolerance, and long-term objectives. These plans consider all aspects of a client's financial life, ensuring a holistic approach.
• Investment Services: Friendly Wealth Management provides investment management services, assisting clients in building and managing portfolios designed to achieve their desired returns. They carefully consider market conditions and individual risk profiles when constructing investment strategies.
• Tax Preparation: The firm offers professional tax preparation services, helping clients minimize their tax liabilities and stay compliant with tax regulations. They possess a thorough understanding of tax laws and regulations.
  

  Location and Accessibility

  The firm's physical location at Sterling House, 64 Lichfield Rd, Stafford ST17 4LW, United Kingdom, provides clients with a dedicated space for consultations and meetings. Accessibility is a key consideration, as evidenced by the provision of a wheelchair-accessible car park and toilet. Appointments are required, and the firm strongly recommends them to ensure clients receive the focused attention they deserve. The facility also includes a general toilet for client convenience. The Online appointments offered further enhance accessibility, catering to clients who prefer virtual consultations.

  Client Feedback and Reputation

  Clients consistently praise Friendly Wealth Management for its approachable and knowledgeable advisors. The company has garnered 4/5 stars based on reviews on Google My Business, reflecting a strong commitment to service quality. Many clients highlight the clarity with which complex financial concepts are explained, making it easier for individuals to understand and engage with their financial plans. A recurring theme in client feedback emphasizes the responsiveness and helpfulness of the team, particularly Lauren, who consistently provides prompt and thorough answers to inquiries. Moreover, the firm's emphasis on building long-term relationships with clients is appreciated, fostering trust and confidence.

  Additional Points of Interest

  Beyond its core services, Friendly Wealth Management offers on-site services, providing a comfortable and professional environment for client meetings. The firm’s dedication to client convenience is further demonstrated by the availability of wheelchair-accessible car park and wheelchair-accessible toilet facilities. Appointments are mandatory, reflecting the firm’s commitment to providing dedicated support to each client. Pre-booked appointments are strongly encouraged to ensure sufficient time is allocated for thorough consultations.

  In conclusion, Friendly Wealth Management stands as a reliable and client-focused financial services provider. Its comprehensive service offerings, combined with its commitment to accessibility and client satisfaction, make it a valuable resource for individuals seeking expert financial guidance. The firm’s dedication to clear communication and personalized service sets it apart in a competitive market.

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👍 Reviews of Friendly Wealth Management

joanne B.

5/5

I have been a client of Friendly Wealth Management for around a year now and could not be more pleased with the service I have received. Keith has been most adept at explaining complicated issues in a way that a lay person can understand, and Lauren always responds promptly to any queries we have had. I would definitely recommend this company to anyone seeking investment advice.

Jen R.

1/5

If I could give is 0 stars I would!
One of the lady’s that work here is incredibly rude, she is very passive aggressive and seriously needs to re-think about how she speaks to people! She should not be working here at all and I will be making sure something is done about this!!!
Absolutely disgusting!!!

YVONNE S.

5/5

I have had exceptional service from Friendly Wealth, despite all the restrictions etc, I have been kept informed of any changes or updates throughout this time. I highly recommend their valuable service.

Richard S.

5/5