Concierge Wealth Management Limited - Littlehampton

Address: The Woodman Arms, Hammerpot, Angmering, Littlehampton BN16 4EU, United Kingdom.
Phone: 1903681138.
Website: conciergewealth.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

Location of Concierge Wealth Management Limited

1903681138

Concierge Wealth Management Limited is a financial planning firm that aims to help clients achieve their financial goals. With their main office located at The Woodman Arms, Hammerpot, Angmering, Littlehampton BN16 4EU, United Kingdom, this company is easily accessible to those in the local area. They can be reached by phone at 1903681138.

One of the key specialties of Concierge Wealth Management Limited is financial planning, making them a great choice for individuals and families who are looking to create a solid financial plan for the future. Their team of experts is dedicated to understanding each client's unique financial situation and goals, and then creating a customized plan to help them achieve those goals.

In addition to their financial planning services, Concierge Wealth Management Limited also offers a number of other points of interest at their office. This includes wheelchair accessible parking and restrooms, making their office accessible to all clients. They also have a restroom on site for added convenience.

When it comes to the opinions of past and present clients, Concierge Wealth Management Limited has received a 5/5 average rating on Google My Business, based on a total of 10 reviews. This is a testament to the high level of service and expertise that they provide to each and every client.

Reviews of Concierge Wealth Management Limited

Concierge Wealth Management Limited - Littlehampton

Tracie Mills

5/5

23/10/2024
Today I was contracted for cleaning services.
Adam ,was very personable.
His communications were super clear and fast supported with prompt payment.
A pleasure to work for.
*Recommended customer.*

Malcolm Scott

5/5

My wife and I met with Adam McCallion to discuss our finances and both of us were extremely impressed with his knowledge and understanding of the financial world. We found Adam to be honest, straightforward and very approachable. Highly recommended.

Keith Rowley

5/5

I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number.

Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever.

Thank you Adam, thank you Tracey for looking after me so well.

Linda Morrell

5/5

We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.

John Dray

5/5

This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice.
Many thanks Val and John Dray

philip bonetti

5/5

I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.

Anthony Burge

5/5

Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile.
They always keep me up to date at every step of the way & always very responsive with any questions I have.
I would highly recommend!

R Matthews

5/5

A highly personalised service which has served my family well in all the varying areas we have needed guidance on. All members of the firm are experts in their field and go out of their way to solve problems in a timely and cost efficient manner.
I would happily recommend Concierge and constantly do so