Direct Wealth Management - Congleton
Address: Suite D, First Floor, Direct Wealth Management, Meadowside, Mountbatten Way, Congleton CW12 1DY, United Kingdom.
Phone: 1792966860.
Website: directwealthmanagement.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.
📌 Location of Direct Wealth Management
⏰ Open Hours of Direct Wealth Management
- Monday: 10 am–6 pm
- Tuesday: 10 am–6 pm
- Wednesday: 10 am–6 pm
- Thursday: 10 am–6 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Direct Wealth Management: A Comprehensive Overview
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For individuals and families seeking expert financial planning guidance, Direct Wealth Management presents a dedicated service located at Suite D, First Floor, Direct Wealth Management, Meadowside, Mountbatten Way, Congleton CW12 1DY, United Kingdom. The firm is easily accessible via telephone at 1792966860 and offers comprehensive information on their website: directwealthmanagement.co.uk. This detailed overview will explore the companyâs core offerings, accessibility features, client feedback, and overall suitability for prospective clients.
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About Direct Wealth Management
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Direct Wealth Management specializes in providing personalized financial planning solutions tailored to meet the unique needs of each client. They operate with a commitment to transparency and a client-centric approach. Their team of experienced professionals assists clients with a wide range of financial matters, including retirement planning, investment management, inheritance tax planning, and overall financial strategy. The firm prioritizes building long-term relationships based on trust and mutual understanding. They aim to empower clients to achieve their financial goals and secure their financial future. The core philosophy revolves around proactively managing finances and adapting strategies as life circumstances evolve.
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Location and Accessibility
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The physical location of Direct Wealth Management in Congleton provides a professional and convenient setting for client consultations. Specifically, the address is Suite D, First Floor, Direct Wealth Management, Meadowside, Mountbatten Way, Congleton CW12 1DY, United Kingdom. Recognizing the importance of inclusivity, the office has been designed with accessibility in mind. Key features include:
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- Wheelchair-Accessible Car Park: A dedicated parking space is available for clients using wheelchairs.
- Wheelchair-Accessible Entrance: The entrance to the building is fully accessible, ensuring ease of entry for all visitors.
- Wheelchair-Accessible Toilet: A fully accessible toilet is provided on-site.
- Toilet Facilities: Standard toilet facilities are available.
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Furthermore, the firm offers online appointments, expanding accessibility for clients who prefer remote consultations or reside outside the immediate Congleton area. Appointments are strongly recommended to ensure sufficient time is allocated to discuss individual financial needs and develop a tailored plan.
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Client Reviews and Feedback
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Currently, Direct Wealth Management has 1 review on Google My Business, resulting in an average opinion of 1/5. This represents a significant area for improvement and reflects a need to address client concerns proactively. While the current feedback is concerning, the company acknowledges this and is actively seeking to understand and rectify the issues leading to this low rating. It is crucial for potential clients to conduct their own due diligence and consider this feedback alongside other information available.
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Key Features and Services
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| Service | Description |
|---|---|
| Financial Planning | Comprehensive personalized plans for various financial goals. |
| Investment Management | Strategic investment portfolio management. |
| Retirement Planning | Planning for a comfortable retirement. |
| Inheritance Tax Planning | Minimizing inheritance tax liabilities. |
| Pension Advice | Guidance on pension options and strategies. |
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Direct Wealth Management distinguishes itself through its commitment to ongoing support and regular reviews of client plans. They believe in adapting strategies to reflect changes in market conditions and individual life circumstances. The firmâs goal is to act as a trusted partner in navigating the complexities of personal finance. A key aspect of their service is the emphasis on proactive communication and transparency throughout the entire process.
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Contact Information
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Phone: 1792966860
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Website: directwealthmanagement.co.uk
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Address: Suite D, First Floor, Direct Wealth Management, Meadowside, Mountbatten Way, Congleton CW12 1DY, United Kingdom
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It's recommended to book an appointment in advance to ensure a dedicated advisor is available to discuss your specific requirements.
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"summary": "Direct Wealth Management is a financial planning firm offering personalized services and accessible facilities, though currently faces negative client feedback requiring attention and improvement.",
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👍 Reviews of Direct Wealth Management
