Assured Private Wealth Ltd - Southampton

Assured Private Wealth Ltd, located at Address: 27, Assured Private Wealth Ltd, 29 Rumbridge St, Totton, Southampton SO40 9DQ, United Kingdom. is a financial consultancy firm that offers expert advice and services to its clients. With a team of dedicated professionals, Assured Private Wealth Ltd helps individuals and businesses manage their finances effectively and achieve their financial goals.

One of the key features of Assured Private Wealth Ltd is its commitment to providing personalized and confidential services. The company understands that every client has unique financial needs and goals, and therefore, offers customized solutions that are tailored to meet those needs. The team of financial consultants at Assured Private Wealth Ltd has the expertise and experience to provide advice on a wide range of financial matters, including investments, retirement planning, tax planning, and estate planning.

Assured Private Wealth Ltd is conveniently located in Totton, Southampton, with facilities that are easily accessible to people with disabilities. The building has a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. There are also toilets available for use, and an appointment is required to ensure that the consultants can provide the necessary attention and focus to each client.

The company has received 52 reviews on Google My Business, with an average opinion of 4.9/5. This reflects the high level of satisfaction that clients have with the services provided by Assured Private Wealth Ltd. The positive feedback from clients highlights the expertise, professionalism, and dedication of the consultants, as well as their ability to provide customized solutions that meet the unique needs of each client.

Assured Private Wealth Ltd has a website (apw-ifa.co.uk) that provides information about the company, its services, and the team of consultants. The website is easy to navigate and provides a wealth of information that can help individuals and businesses make informed decisions about their finances.

Reviews of Assured Private Wealth Ltd

B Bipin

5/5

I had a recent dealing with Paul at Assured Private Wealth, he was very efficient, responsive and professional with very good legal knowledge. Paul was excellent in explaining all legal terms in plain English, nothing was too much trouble, this made my process easier.
We did joint wills and both LPA for myself and wife – the whole process was made easy by service provided by Paul.
Overall, excellent service (A1+) provided and would highly recommend Paul at Assured Private Wealth

Norman Jones

5/5

I was referred to Assured Private Wealth via my membership at Costco UK. I cannot stress too strongly how impressed I was with them and especially the person I dealt with, Paul Buller. He very carefully schooled me through all my questions involved in revising our mirrored Wills, he set up the required Trusts and did all the paperwork for our LPA forms. He was quick to replay to emails or calls. I could not recommend him too much really outstanding
Rev Norman Jones

Eszter Deriu

5/5

Really pleased with the service Paul has provided, very professional, thorough and forward thinking. Clear instructions, fast response time to any of our questions.
He clearly has a wealth of knowledge and knows how to apply to different situations.

Nigel Lewis

5/5

Excellent service from Paul. He took the time to explain everything I need to know about making a will and once the process was complete, I had a few questions and he very kindly telephoned me and answered all my queries. Oh and a very good price too.
Many thanks Paul! Highly recommend!

Mike

5/5

Used Assured private wealth to get 2 wills written and lpas setup. The guy we dealt with (Paul) was very good…. Knowledgeable and patient as he guided us the process and helped us choose the package best suited to us. Would definitely recommend this company.

Edwina Kenny

5/5

Excellent service re: making our wills. Paul provided a superb service explaining the option’s & legalities of making a will in a very clear & easily understood manner. I would not hesitate recommending him to anyone wishing to put “their house in order” financially.

David O'Reilly

5/5

We chose Assured Wealth to sort out our wills and Power of Attourney matters. We did shop around initially (always important) and quickly assessed that the advice from Paul Buller was not only clear, but met our needs. The process from initial interview to completion was dealt with very quickly indeed. The office staff answered the phone immediately, were very pleasant and knowledgable and any interim questions we had were resolved either there and then or at the latest the same day. Assured Wealth were also very competitive. Highly recommended.

John S

5/5

Assured private wealth were professional and kept me informed at each step of the process. They were able to be flexible to meet my availability. The advisor I spoke to (David Cartwright) was honest in letting me know that there was nothing major they could do to to justify charging for a service but did explain that there was a simple step that I would be able to take myself in order to better my pension provision. I am grateful for this free advice. Thank you.