Clay Wealth Management - Coventry

Clay Wealth Management, located at Address: Unit 2, Clay Wealth Management, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE, United Kingdom, is a reputable financial consulting firm that offers personalized financial planning services. With a phone number: 2475313222 and a user-friendly website: claywealth.co.uk, this company has made it easy for clients to access their services.

One of the key features that set Clay Wealth Management apart from its competitors is their commitment to offering tailored financial plans to each client. They specialize in Specialties: Financial consultant, and their team of experts takes the time to understand each client's unique financial situation. As one satisfied client put it, "Ben not only went through every step in detail, without any pressure, he listened to my personal situation so he could fully understand and offer the correct advice."

Clay Wealth Management is also wheelchair accessible, with designated parking and restrooms. Appointments are required, ensuring that each client receives the attention they deserve. The company has an average rating of 5/5 on Google My Business, based on 5 reviews. As one client stated, "I would 100% recommend Ben and the team at Clay Wealth."

Location and Recommendations

Clay Wealth Management is situated in the heart of Coventry, making it easily accessible for clients from all over the United Kingdom. The company's location in the Cobalt Centre, Siskin Parkway East, Middlemarch Business Park, provides a professional and comfortable environment for clients to discuss their financial goals.

For those looking for financial advice, Clay Wealth Management is an excellent choice. Their team of experts provides personalized financial plans, taking into account each client's unique financial situation. Additionally, the company's wheelchair accessibility and designated parking and restrooms make it an inclusive and convenient option for all clients.

Recommendation

👍 Reviews of Clay Wealth Management

Luke Jones

5/5

Fantastic experience. I used Ben to create me a financial plan for my future. Ben not only went through every step in detail, without any pressure, he listened to my personal situation so he could fully understand and offer the correct advice. I would 100% recommend Ben and the team at Clay Wealth.

Oliver Smart

5/5

I was advised on retirement planning by Jaikob (Selby Rivas). This also included some detailed future cash flow modelling. The level of research and advice that I received from Jaikob was outstanding. I was thoroughly impressed throughout and felt in very safe and trustworthy hands. I wouldn't hesitate to recommend Jaikob to others.

Carol Moore

5/5

Contacted Clay Warden Wealth Management as we were considering early retirement and looking for advice to see if this was possible.
We were recommended by a friend that was already a client.
Ben was excellent explained service he offered and information he required from us.
The advice we received was excellent the information given was explained in plain English with a detailed folkow up report.
We have now been with the company for a year and I am pleased to say that our pension pot had increased and we could not have asked for a better result.
The staff are all helpful and I would definitely recommend this company.

Sarah-Jane Ward

5/5

Brilliant service, stayed with us throughout the whole process and helped us buy our first home.

Stephen Marsh

5/5