WEALTH at work - Liverpool

Address: 5 St Paul's Square, Liverpool L3 9SJ, United Kingdom.
Phone: 8002346880.
Website: wealthatwork.co.uk
Specialties: Financial institution.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 3.6/5.

📌 Location of WEALTH at work

☎️8002346880

⏰ Open Hours of WEALTH at work

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

WEALTH at work is a financial institution located at 5 St Paul's Square, Liverpool L3 9SJ, United Kingdom. They can be reached by phone at 8002346880 or through their website at wealthatwork.co.uk.

This institution specializes in financial services, providing expert advice and solutions to help individuals make the most of their money. They offer a range of services, including investment and retirement planning, as well as financial education and guidance.

One of the key features of WEALTH at work is their commitment to accessibility. The building has a wheelchair accessible entrance, and there is also wheelchair accessible parking available.

According to Google My Business, this company has 13 reviews with an average rating of 3.6/5. This suggests that they have a solid reputation among their clients, with many people praising their knowledgeable and helpful staff.

Overall, WEALTH at work is a trusted and reliable financial institution, with a range of services and solutions to help individuals manage their money effectively. If you are looking for expert financial advice and support, they are definitely worth considering.

We highly recommend visiting their website at wealthatwork.co.uk to learn more about their offerings and to get in touch with their team.

👍 Reviews of WEALTH at work

Stephen Murdoch

1/5

Appalling. Atrocious company to deal with and very unprofessional. My mothers money was trusted to them to look after after she was given a terminal diagnosis. They did not advise her correctly before her passing regarding keeping money/assets aside for inheritance tax purposes etc. Refused to pay the inheritance tax amount out of the sum of HER money that they kept. Took an incredible length of time and a lot of chasing to finally get the money from them. Would strongly avoid using this company.

Steve Burridge

1/5

Absolutely shocking!
We invested £20,000 into my wife’s ISA which they invested it into mine by mistake.
Their blasé attitude towards THEIR mistake was appalling, stating that we had a joint account so it didn't matter! (We didn't have a joint account and it did matter)
After constant phone calls to them, it took nearly 5 months to transfer the money out....... plus they managed to make a loss despite the financial market doing well.
Still awaiting a response after complaining.
Wouldn't touch them with a barge pole
Only gave 1 star as it would let me give it zero

Dave Blackburn

5/5

I have used their services before and since retiring. I have been very pleased with the returns and when withdrawing funds customer service has been spot on. The advisors have been particularly helpful.