C&W Wealth Management - Stroud

Address: Wood End Ln, Nailsworth, Stroud GL6 0RH, United Kingdom.
Phone: 7789204598.
Website: cwwealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of C&W Wealth Management

C&W Wealth Management Wood End Ln, Nailsworth, Stroud GL6 0RH, United Kingdom

☎️7789204598

⏰ Open Hours of C&W 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

C&W Wealth Management

C&W Wealth Management is a highly reputable financial planning firm located at Wood End Ln, Nailsworth, Stroud GL6 0RH, United Kingdom. The company specializes in providing expert financial advice and guidance to help individuals and businesses achieve their long-term financial goals.

Specialties: Financial planner

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended

Opinions: This company has 12 reviews on Google My Business. With an average rating of 5/5, it's clear that C&W Wealth Management has built a strong reputation for excellence in the financial planning industry.

One standout feature of C&W Wealth Management is their commitment to personalized service. The team takes the time to understand each client's unique financial situation and goals, developing tailored strategies to help them achieve success. Alex, a key member of the team, is particularly praised for his professionalism, approachability, and ability to explain complex financial concepts in simple terms.

Another strength of C&W Wealth Management is their comprehensive range of financial planning services. They offer expertise in areas such as retirement planning, investments, tax planning, and estate planning, providing clients with a one-stop solution for all their financial needs.

In addition to their professional services, C&W Wealth Management is committed to providing a welcoming and accessible environment for all clients. The office features wheelchair-accessible facilities, including parking, entrance, and restroom, ensuring that everyone can access the support they need.

To learn more about C&W Wealth Management and how they can help you achieve your financial goals, visit their website at cwwealth.co.uk or call them at 7789204598.

👍 Reviews of C&W Wealth Management

Claire C.

5/5

I can’t say enough about Alex and how professional and likeable he actually is. Alex takes the time to go through everything with you in detail and explains things simply and clearly. He goes above and beyond to put you at ease about matters that you may not have fully understood financially before. His advise has been invaluable in making decisions personally and business wise. He is a true professional and I am going to recommend him to everyone I know.

Laura S.

5/5

Alex recently helped my parents solve a number of complicated pension and tax queries. He went above and beyond and totally put them at ease throughout the process. Would thoroughly recommend.

Tom M.

5/5

I wasn’t sure what to do with my old workplace pensions, so I contacted C&W Wealth. Alex reviewed them and pointed out that some weren’t performing particularly well. He clearly explained my options. He also provided excellent advice on how to make the most of my income while reducing my tax bill. Thank you so much for your help - highly recommended!

Lidia P.

5/5

Alex has helped me immensely and I couldn’t recommend him more: he is highly knowledgeable and professional yet at the same time super easy to talk to and friendly.

I had felt daunted by my UK pension and finances for years, and especially since moving abroad part-time, but I kept burying my head in the sand about it. When I turned to Alex, what had seemed impenetrable gradually became clear and straightforward. He quickly distilled all the information I gave him, guided me through the key issues, provided excellent advice and helped me make informed decisions.

My only regret is that I didn’t know about Alex sooner as I could have saved myself so much angst.

Joe L.

5/5

Alex helped us out with a number of investments. Very knowledgeable, engaging and friendly guy. Fully recommended to anyone who needs a bit of advise.

Simon J.

5/5

I was recommended C&W Wealth by a friend, my first foray into financial planning has been smoother and far easier to understand than I could have imagined.

Alex took away a great deal of the mystery of the financial world for me, helping me understand my pensions, investments and protection.

They provide a fantastic service and I wouldn’t hesitate in recommending them to my friends and colleagues.

Grzegorz P.

5/5

C&W Wealth helped get my pensions in order. I had a few from old jobs which, it turns out, we’re doing very little. Now they’re in one place I can keep track of them and growing so much faster.
Alex was very knowledgable and I cannot recommend them enough!

Chris M.

5/5

Alex has been more than helpful in sorting out a previously badly managed pension portfolio,
explaining in a clear and concise manner the steps that needed to be taken to put things in order .