Monteagle Wealth Management Limited - Colchester

Address: Unit 4, Monteagle Wealth Management Limited, Beacon End Courtyard, London Rd, Stanway, Colchester CO3 0NU, United Kingdom.
Phone: 1787464202.
Website: monteaglewm.co.uk.
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.8/5.

Location of Monteagle Wealth Management Limited

1787464202

Monteagle Wealth Management Limited is a financial advisory firm located in Colchester, United Kingdom. The company's headquarters can be found at Unit 4, Monteagle Wealth Management Limited, Beacon End Courtyard, London Rd, Stanway, Colchester CO3 0NU. They can be contacted by phone at 1787464202 or through their website at monteaglewm.co.uk.

Monteagle Wealth Management Limited specializes in providing financial advisory services. Their team of professionals works closely with clients to understand their financial goals and develop customized solutions to help them achieve those objectives.

One of the standout features of Monteagle Wealth Management Limited is their commitment to accessibility. The company's offices are equipped with wheelchair accessible parking, restrooms, and seating, making it easy for clients of all abilities to visit and conduct business.

According to Google My Business, Monteagle Wealth Management Limited has received 8 reviews, with an average rating of 4.8/5. This is a testament to the high level of service and expertise that the company provides to its clients.

If you are looking for a financial advisor that you can trust, Monteagle Wealth Management Limited is an excellent choice. Their team of professionals has the knowledge and experience to help you navigate the complex world of finance and achieve your financial goals.

To learn more about Monteagle Wealth Management Limited and the services they offer, be sure to visit their website at monteaglewm.co.uk. Contact them today to schedule a consultation and take the first step towards a brighter financial future.

Reviews of Monteagle Wealth Management Limited

Monteagle Wealth Management Limited - Colchester

Alex Maynard

5/5

Ellie is always super helpful and easy to communicate with. Genuinely has made the process feel so simple, despite all the moving parts going on behind the scenes. Any questions promptly and thoroughly answered, and consistently good returns leave me with no doubt my money is in as safe hands as possible. Honestly can’t say enough good things.

Simon Daw

5/5

If you are uncomfortable with financial advice that's tailored to your needs by someone who takes a genuine interest in your lifestyle and needs, and who takes care to offer holistic advice that extends beyond the simple nuts of bolts of investments, don't try Monteagle.
If, on the other hand, you feel that you need someone you feel you can trust, someone who will take the time to really get to know you and your needs, and someone who will give you all the advice you could possibly need to ensure your financial security, then you're probably going to find it hard to track down anyone better than Ellie.
Although investing has obviously been something of a rollercoaster in recent years, I've known that I can always discuss matters with her, and my plan has been tailored to fit my needs, taking account of my circumstances. Charges have seemed very reasonable, and I have been pleased with the returns - which ultimately is what it's about. However, I've also been given excellent, and much appreciated, advice about other savings and investments, and about the management of my affairs generally as I have approached retirement.
Highly recommended.

Janice Stevens

5/5

Our financial advisor (Ellie) comes to our house once a year to review & discuss any of our questions about our investments, & is always available to speak to on the phone. After 10 years , Ellie has become a trusted friend & is very approachable. We would highly recommend Monteagle Wealth Management Ltd. Our investments continue to grow.

Simon Reece

5/5

Had nothing but fantastic service especially from Ellie, who has worked with us for nearly 5 years. Always been incredibly helpful, answering questions and helping us through our process. Would recommend highly.