Wiltshire Wealth - Bradford-on-Avon

Address: 9 Silver St, Bradford-on-Avon BA15 1JY, United Kingdom.
Phone: 1225699790.
Website: wiltshirewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Wiltshire Wealth

☎️1225699790

⏰ Open Hours of Wiltshire Wealth

Monday: 8:30 AM–6 PM
Tuesday: 8:30 AM–6 PM
Wednesday: 8:30 AM–6 PM
Thursday: 8:30 AM–6 PM
Friday: 8:30 AM–6 PM
Saturday: Closed
Sunday: Closed

Conozca Wiltshire Wealth

Wiltshire Wealth se encuentra ubicado en 9 Silver St, Bradford-on-Avon BA15 1JY, United Kingdom, en el corazón de la región de Wiltshire. Puede contactarlos al teléfono 1225699790 para obtener más información o visitar su sitio web en wiltshirewealth.com.

Características y Especialidades

Wiltshire Wealth se especializa en Financial planner, ofreciendo una variedad de servicios para ayudar a los individuos y familias a lograr sus objetivos financieros. Con una combinación de experiencia, conocimiento y calidez, Dan es un asesor financiero confiable y de confianza.

Puntos de Interés

Entrada y estacionamiento accesible para sillas de ruedas
Asientos y baños accesibles para sillas de ruedas
* Ubicación céntrica y accesible en Bradford-on-Avon

Opiniones y Calificación

Con 4,9/5 estrellas en Google My Business, Wiltshire Wealth ha demostrado ser una opción confiable y de alta calidad para aquellos que buscan asesoramiento financiero. Los clientes han destacado la paciencia, claridad y conocimiento de Dan, así como su estilo de comunicación reafirmador, lo que los ha llevado a recomendar sus servicios a amigos y familiares.

Qué hacer a continuación

Si busca asesoramiento financiero confiable y de alta calidad, Wiltshire Wealth es una excelente opción. Con su equipo de expertos en finanzas, puede contar con la tranquilidad de que sus objetivos financieros estén en buenas manos. Visite su sitio web en wiltshirewealth.com para obtener más información y programar una cita con Dan. No dude en contactarlos al teléfono 1225699790 para discutir sus necesidades financieras y cómo Wiltshire Wealth puede ayudarlo a alcanzar sus objetivos.

👍 Reviews of Wiltshire Wealth

Sam C.

5/5

Dan was introduced to us via a wok colleague and he has been exceptional to deal with. His knowledge and reassuring style of communication has made discussing complicated financial decisions much less daunting than we expected.
Dan is continuing to work with us on our investments and pensions and I'm already recommending his services to friends and family.

Phil F.

5/5

Dan's advice is a mix of patience, clarity and actionable insights. Within minutes his calm approach sparks that most elusive of advisor qualities; trustworthiness. He has it in spades, along with ideas and a deep, and wide, knowledge base.

LJ W.

5/5

I went into Wiltshire Wealth yesterday - Daniel was very insightful and personable. I would recommend to anyone interested in WW's services.

Martin K.

5/5

I am really pleased in my dealings with Wiltshire Wealth and can recommend them as a trustworthy Financial Services company.

Dan has given me some excellent advice regarding my own investments to the extent that I will not hesitate in passing his contact details to friends and family who are in need of a really capable financial services company.

It is also worth mentioning that Dan as a qualified Actuary is more than capable in understanding the intricacies of financial investments and the life assurance business in general.

Steven L.

5/5

Popped into to see Dan last week to chat through my retirement plans. Basically wanted to build up a pension pot and some savings that would keeping the wife and I ticking over into our old age, whilst having having something to leave to the kids. Dan was easy to chat to. His ability to cut through the jargon and outline a whole suite of options in simple terms was a godsend - which is no mean feat when so many websites linked to finance, investment and tax is littered with jargon and abbreviations! All in all very happy with his advice and would recommend.

jenny M.

5/5

I have just been for my first meeting with Daniel. I was so impressed by his clarity and integrity. I wish to goodness that I had come across him any years ago. He is very knowledgeable and made it all the information accessible for me. I left feeling more organised and with a much clearer vision. What a brilliant young man.
Jenny Mosley at Positive Press Ltd

Thomas B.

5/5

Daniel helped us out with certifying a number of documents for a house move. He was very generous with his time and advice. He was easy company, and has excellent taste in poetry.

Pete D.

5/5

Daniel was recommended to us for his personable and thorough approach, and that is certainly the case. We have received advice for various insurances, income protection and pension transfers. Dan was particularly considerate of our request to look at ethical providers and explained detailed illustrations with ease and clarity. We will continue to work with Dan for years to come.