Aqua Wealth Management - St Albans

Address: Heath House, 156a Sandridge Rd, St Albans AL1 4AP, United Kingdom.
Phone: 1727899244.
Website: aquawealthmanagement.com
Specialties: Financial planner, Financial consultant, Investment service, Mortgage broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 61 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Aqua Wealth Management

☎️1727899244

⏰ Open Hours of Aqua 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

Aqua Wealth Management, located at Heath House, 156a Sandridge Rd, St Albans AL1 4AP, United Kingdom, is a reputable financial services provider. They can be reached at 1727899244 for inquiries.

Their website, aquawealthmanagement.com, provides a wealth of information about their services, which include financial planning, financial consulting, investment services, and mortgage brokering.

Specialties

As a financial planner, Aqua Wealth Management helps clients plan for their financial future by assessing their current financial status and creating a customized plan for achieving their financial goals. As a financial consultant, they provide advice and guidance on financial decisions, such as investing, retirement planning, and tax planning.

Their investment services offer clients a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). As a mortgage broker, they help clients find the best mortgage for their needs by comparing rates and terms from multiple lenders.

Accessibility

Aqua Wealth Management's location is wheelchair-accessible, with a dedicated car park and toilet facilities for those with mobility challenges. They strive to make their services accessible to all clients, regardless of their physical abilities.

Opinions

The company has received numerous positive reviews on Google My Business, with a 5/5 average rating. Many clients have praised the attentiveness and availability of their advisors, as well as their ability to simplify complex financial situations. For example, one client wrote:

"I had an excellent experience with Cam Pearce who advised and guided me all the way with my remortgage application, which had started with some specific circumstances but the situation became simpler with his advice. He was very attentive and always at hand to assist. Would fully recommend his services for anyone looking for anything similar."

Recommendation

Overall, Aqua Wealth Management is a highly-regarded financial services provider with a range of services to meet clients' needs. If you're looking for a financial planner, consultant, investment services, or a mortgage broker, we recommend contacting Aqua Wealth Management through their website, aquawealthmanagement.com.

👍 Reviews of Aqua Wealth Management

James Rene

5/5

I had an excellent experience with Cam Pearce who advised and guided me all the way with my remortgage application, which had started with some specific circumstances but the situation became simpler with his advice. He was very attentive and always at hand to assist. Would fully recommend his services for anyone looking for anything similar.

Janet Rawlings

5/5

I have been with Aqua Management and, in particular, Luisa Gill for over a year and am delighted with the advice I have received and the continuing after Consultation help.
Luisa is professional, personable and, most important, listens to what I want to achieve and bases her advice on the options for achieving that clearly.
Luisa's specialisms include retirement planning covering, for example, the Assisted Housing and Residential care sectors which for me is important, giving me options and possibilities, some of which I did not know existed.
I am delighted to recommend Aqua Management.

Andy West

5/5

We worked with Luisa on a remortgage for our flat. She was excellent. She researched the market, shared several options, and then refined the search based on our feedback. She was patient whilst we made our decision, and then once we did, wow, she moved very quickly. She got all the information to the new mortgage provider, completed all the details, and really made it very easy for us to review and approve. The process moved quickly, and that is down to Luisa’s expertise and commitment to great service.

Jordan Evans

5/5

We had the pleasure of using Theo at Aqua Wealth Management for our mortgage application. Theo broke down complex details and allowed us to select the best option for us with ease. I couldn’t recommend Theo and Aqua Wealth highly enough. Mr & Mrs Evans

Henry Andrew

5/5

I received mortgage advice from Theo from Aqua Wealth Management last month. He was very helpful, always finding time to phone, providing detailed mortgage offer emails and giving advice.

I would certainly recommend his services as a mortgage broker.

L&M Bespoke Designs

5/5

Theo at Aqua Wealth Management has been brilliant throughout the entire process of purchasing our first property and organising our pensions. He's very responsive, detailed and put us at ease. Theo's extremely knowledgeable and we would highly recommend him to anyone who's seeking expert advice and support.

Duncan Kenyon

5/5

We got our mortgage from Theo and he was unbelievably good. We were in a difficult financial situation and he helped us find an incredible deal.

Professionalism the whole way, quick responses and thinking of things I had not even considered, we were lucky to find Aqua Wealth Management when we did.

Without Theo, we would not be homeowners today. I really recommend Aqua Wealth Management and I know at least three of my friends have already been in contact to arrange mortgages.

Sarah-Kate Anderson

5/5

We were recommended to Aqua by a friend and have been absolutely delighted with the advice and help we've received. We were looking to buy a new home which became a long drawn out process.

However, at each stage, we received advice regarding the processes involved and questions we had quickly and professionally. They were able to find a mortgage which suited our particular needs and saved us money.

They have provided excellent value for money and we have already recommended them to friends for mortgage advice.