Sandycross Wealth Management LLP - Heathfield

Address: Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR.
Phone: 01435869010.
Website: sandycrosswealth.co.uk
Specialties: Financial planner, Financial Advisor.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sandycross Wealth Management LLP

Sandycross Wealth Management LLP Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR

☎️01435869010

⏰ Open Hours of Sandycross Wealth Management LLP

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–3 pm
Saturday: Closed
Sunday: Closed

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Sandycross Wealth Management LLP

Sandycross Wealth Management LLP is a distinguished financial services firm located at Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR. With a phone number of 01435869010 and a website at sandycrosswealth.co.uk, the company specializes in financial planning and advisory services.

Specialties

Financial planner
Financial Advisor

Other points of interest

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet
Toilet

This company has received 10 reviews on Google My Business, with an impressive average rating of 5/5. Clients appreciate the in-depth advice provided by the team, which covers taxation and long-term benefits. Communication levels are consistently rated highly, and the firm goes above and beyond to ensure client satisfaction. The social nature of meetings and personal connection with the advisors make Sandycross Wealth Management a top choice for financial planning needs.

Opinions

One satisfied client remarked, \"I became a client of Sandycross Wealth Management approx 6 years ago. I arranged the transfer of investments and this went very smoothly.\" Another praised the firm's communication levels, stating, \"Nothing is ever too much trouble, withdrawals are handled promptly.\" Overall, the team at Sandycross Wealth Management has proven to be true professionals in the financial planning industry.

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"summary": "Sandycross Wealth Management LLP is a top-rated financial planning firm located in Heathfield, offering specialized services and wheelchair accessibility.",
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👍 Reviews of Sandycross Wealth Management LLP

Sandycross Wealth Management LLP - Heathfield

Alan H.

5/5

I became a client of Sandycross Wealth Management approx 6 years ago. I arranged transfer of investments and this went very smoothly. Far more detailed advise was provided than I had received previously. Taxation & long term benefits were discussed in depth. Meetings are very social, Mark has become a good friend. Nothing is ever to much trouble, withdrawals are handled promptly. Communication levels are 5 star. I am very happy to be able to recommend Sandycross Wealth Management as true professionals.

Peter B.

5/5

My wife and I have been clients of Sandycross Wealth Management for several years. They have helped us de-risk our investments and prepare, financially, for retirement. We have always found them to be very responsive to phone and email communications. They have been extremely good at explaining the pros and cons of different types of investments and have been very easy to deal with.
Overall we have been very pleased with the service that we have received.

Len W.

5/5

We have been using Sandycross wealth management for some 8 years now.
Mark and his excellent team have always shown us a very professional level of service.
The response time is always faultless which we feel is equally as important as the recommended investment vehicles. We would always highly recommend.

Peter G.

5/5

I have been a Client of Sandycross for about 10 years now and have found them responsive to the financial market with up to the minute advice. I have been a pensioner for 4 years and heeding their advice my investments have allowed me to be financially secure to enjoy my own time! I have no hesitation in recommending them as a Financial Advising service

Joanna R.

5/5

I have been a client of Sandy Cross since 2013 when I decided it was time to get all my pension affairs in order so that I could plan for my retirement. Mark and the team provide a first class service. They always respond to any enquiries or requests very quickly and are knowledgable and friendly. I am quite sure that, without their expertise and advice, I would not be in such a good position as I am now. I have no hesitation in recommending their service.

Ian B.

5/5

We're the 'new kids on the block' having only moved across to Sandycross in 2019 but in the short time they have been providing investment guidance we have been mightily impressed. The whole team are highly professional in their approach, and Joanna Coughlan has worked hard to streamline and rationalise our pension and ISA funds, with all related transfers being handled very efficiently. She has been most helpful and thorough with her investment advice. Nothing has been too much trouble.

Nicholas L.

5/5

We’ve been with them for a few years now, and every step of the way has been made easy for us. They are lovely people to talk to.

The investment and pension advice has been perfect too. If we could add more stars we’d award them.

Malcolm H.

5/5

If your looking for really good financial advice I can really recommend Sandycross They give such honest clear advise and Mark is so professional in his approach and makes it really easy to understand.
Many thanks
Malcolm.