Vital Wealth Management - Gateshead

Address: The Axis Building Maingate, Team Valley, Gateshead NE11 0NQ, United Kingdom.
Phone: 1914661266.

Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Vital Wealth Management

☎️1914661266

⏰ Open Hours of Vital Wealth Management

Monday: 9 am–5:30 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5:30 pm
Saturday: Closed
Sunday: Closed

Overview of Vital Wealth Management

Vital Wealth Management, located at The Axis Building, Maingate, Team Valley, Gateshead NE11 0NQ, United Kingdom, is a reputable financial planning service. Their contact number is 1914661266, making it easy for potential clients to reach out. The company has established itself as a specialist in financial planning, offering tailored advice to meet individual needs.

Facilities and Accessibility

For those with mobility challenges, Vital Wealth Management is commendably equipped. The office boasts a wheelchair-accessible car park, a wheelchair-accessible entrance, and wheelchair-accessible toilets, ensuring a comfortable and inclusive environment for all visitors.

Customer Service Excellence

The company has garnered attention for its exceptional customer service, as evidenced by its 5 reviews on Google My Business with an impressive average opinion of 5/5. One review highlights the responsiveness and thoroughness of Graeme, the financial planner, who scheduled a meeting promptly and extended it to three hours to ensure all concerns were addressed clearly. This level of dedication and clarity in communication is a hallmark of their service.

Specialties and Services

Vital Wealth Management specializes in providing financial planning services through experienced professionals like Graeme. Their expertise lies in crafting personalized financial strategies that align with clients' specific circumstances and goals. Clients can expect transparent discussions about available services and a honest approach to determining if these services are suitable for their needs.

Recommendations for Potential Clients

For anyone seeking financial advice, it is highly recommended to connect with Vital Wealth Management. The proactive approach of scheduling consultations quickly and the commitment to making clients understand every aspect of their financial plans are key attributes. The positive feedback received, particularly regarding the accessibility and thoroughness of their consultations, indicates a client-centric service model that prioritizes client satisfaction and understanding.

Additional Information

While the specific services offered by Vital Wealth Management are not detailed in the provided information, the emphasis on personalized financial planning suggests a comprehensive approach to meeting clients' diverse financial needs. Prospective clients are encouraged to visit their website for more detailed service descriptions and to schedule a consultation. The office's accessibility features make it an ideal choice for anyone requiring specialized services in a welcoming setting.

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👍 Reviews of Vital Wealth Management

Steve B.

5/5

Graeme responded quickly to my initial request for a meeting, and set up a free face to face consultation later that week. The initial meeting ended up lasting 3 hours, as Graeme made sure we covered every aspect of my needs, spending time to explain any areas of confusion clearly and concisely. Graeme was very clear on the services he offered and was upfront and honest in discussing whether they were right for me and my specific circumstances. I wouldn't hesitate to recommend anyone looking for financial advice to get in touch with Graeme.

Alan H.

5/5

Graham gave my wife and I very good advice concerning the best options to take with my pensions on retirement. He explained everything in a clear and concise way and made you feel at ease with his professional but friendly approach. I would have no hesitation in recommending Graham to anyone needing sound financial advice.

Karl M.

5/5

Really helpful advice from Graeme when I was setting up the auto-enrollment pension for Recyke y'bike. It was great to meet a financial adviser who's over-riding aim was to help me understand the nature of the decision I needed to put to the charity's trustees. As a result, we set up a pension scheme that was easy to administer and has very low fees, maximising the benefits to staff.

Giles J.

5/5

Graeme Pegman, from Vital Wealth Management, has helped me greatly with sorting out my financial arrangements. Graeme has a professional, but relaxed, manner and was able to ask me some really good questions which helped me to clarify what I wanted to achieve from the financial side of life.

If you are unsure about working with a financial advisor then I recommend that you speak to Graeme from Vital Wealth Management and let him put your mind at ease.

Ian C.

5/5

Excellent service, great advice. Thank you Graeme