Crescent Wealth Management Ltd - Exeter

Address: 1st Floor, Crescent Wealth Management Ltd, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, United Kingdom.
Phone: 1404514851.
Website: crescentwm.co.uk.
Specialties: Financial planner, Business management consultant.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Crescent Wealth Management Ltd

1404514851

Crescent Wealth Management Ltd is a financial planning and business management consulting firm located at Address: 1st Floor, Crescent Wealth Management Ltd, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, United Kingdom. They can be reached at Phone: 1404514851. Their website is available at Website: crescentwm.co.uk.

Crescent Wealth Management Ltd specializes in Financial planner and Business management consultant. They offer a range of services to help individuals and businesses manage their finances and achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to meet each client's unique needs.

One of the features that make Crescent Wealth Management Ltd stand out is their wheelchair accessible parking lot, making it easy for clients with mobility issues to access their offices. In addition, they have restrooms available on-site, ensuring a comfortable experience for all clients.

Crescent Wealth Management Ltd has received excellent reviews from their clients, with a Average opinion: 5/5 based on 4 reviews on Google My Business. These reviews reflect the quality of service and the expertise of the team at Crescent Wealth Management Ltd.

If you are looking for a financial planner or business management consultant, Crescent Wealth Management Ltd is an excellent choice. Their team of experienced professionals is dedicated to providing personalized solutions to help you achieve your financial goals. With a convenient location, accessible parking, and excellent reviews, Crescent Wealth Management Ltd is a recommended option for anyone seeking financial planning or business management consulting services.

To learn more about Crescent Wealth Management Ltd and their services, visit their website at Website: crescentwm.co.uk. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

Reviews of Crescent Wealth Management Ltd

James Miles

5/5

As we have many high net worth clients, we wanted to work with a company that represented the same values to their clients by showing integrity, honesty and world class advice – that’s why we looked no further than Crescent Wealth Management. Sam, the Director is hugely respected in his field so The Mortgage Quarter were over the moon (excuse the pun) to be able to work alongside him and the team.

Many of our clients have improved their financial position after seeing CWM but what I feel is unique in their industry is that they’re willing and open to talk to any client needing advice. We’ve worked with many firms that are desperate for business but something that stands out is CWM will happily tell a client they’re in the right investment or pension plan even if it does not result in business for them. These guys can be trusted with your finances and it’s no surprise why they’re successful.

As mortgage advisers we have the expertise in our field so having others specialisms of financial advice on hand only adds to the whole package our clients can receive. A recent client explained he had little idea about his pensions so Sam was able to locate three frozen company pensions the client was unaware of and combine them into one so it was easier to manage and the return in the short term has already exceeded what he’s been getting previously.

From getting to know their team it is clear this is not a transactional business as a customer and you’re their client for a lifetime. The Mortgage Quarter will continue to work closely for the foreseeable future and strengthen an already strong relationship.

We regularly recommend CWM. I’d only ever recommend a company that I have used myself and that’s the highest recommendation I can give!

Christopher Anderson

5/5

I am delighted with the Annual Review undertaken by Sam Williams and without hesitation I would recommend his services to others.
Well done, Sam!

Gary Baker

5/5

I am very impressed by the performance of the St James Place fund (having invested with them in 1998!!) and Sam Williams, in respect of pensions knowledge and customer service.

Kieran Scragg

5/5

Efficient, friendly, knowledgable and have had fantastic service from all involved. Highly recommend.