Penrose Wealth Management Ltd - Camberley

Penrose Wealth Management Ltd is a financial consulting firm located at St George's House, Knoll Rd, Camberley GU15 3SY, United Kingdom. The company can be reached via phone at 1276548990 or through their website: penrosewealthmanagement.co.uk.

As a financial consultant, Penrose Wealth Management Ltd specializes in providing expert financial advice and guidance to individuals and businesses. Their services include investment management, retirement planning, tax planning, and estate planning, among others. With a team of experienced and qualified financial advisors, Penrose Wealth Management Ltd is committed to helping its clients achieve their financial goals and objectives.

One of the standout features of Penrose Wealth Management Ltd is its accessibility. The company's offices are wheelchair-accessible, with a car park, entrance, and toilet all available for people with disabilities. This commitment to accessibility reflects the company's broader philosophy of inclusivity and customer-centricity.

According to online reviews, Penrose Wealth Management Ltd has an excellent reputation among its clients. With an average rating of 5/5 on Google My Business, the company is highly regarded for its professionalism, expertise, and personalized approach to financial consulting.

If you are looking for a financial consultant to help you manage your wealth and achieve your financial goals, Penrose Wealth Management Ltd is an excellent choice. With its convenient location, accessible offices, and highly-rated services, the company is well-positioned to provide you with the expert financial advice and guidance you need.

To learn more about Penrose Wealth Management Ltd and its services, we recommend visiting the company's website at penrosewealthmanagement.co.uk. Here, you can find more information about the company's team, services, and approach to financial consulting. You can also get in touch with the company directly to schedule a consultation and start your journey towards financial success.

Reviews of Penrose Wealth Management Ltd

Michael Bourke

5/5

I have been working with Vicky for nearly five years now and her planning has been invaluable. We moved my defined benefit pension two years ago and Vicky manages all my pensions and investments with regular updates on where we are and how changes are affecting my retirement planning.

A key advantage of working with Vicky is her business, accounting, and tax knowledge. I know that I can talk to Vicky about my wider affairs, and she can point me in the right direction to other experts where necessary, helping me in a truly holistic way to manage my affairs which I don’t usually see in an IFA.

I would highly recommend Vicky and her team – even more so if you have business interests that are a significant part of your wealth.

Chris Butler

5/5

As a qualified finance professional myself, I know enough to appreciate the value of proper financial advice where it really matters - my own pocket!

I've used Vicky at Penrose for all my financial planning needs, including pension planning and protecting my family with suitable life insurance and critical illness protection policies. She is very knowledgeable and experienced, with a very pragmatic approach to building the right product portfolio for me with my specific circumstances in mind. A very professional and personal level of service; highly recommended.

Nicola Harvey

5/5

Vicky is a fantastic financial adviser. Quite possibly the best in Camberley. She took all the mystery out of my pension decisions and assisted with effective and sensible tax planning ahead of the tax year end. She is clearly very knowledgeable and is able to articulate such complexity in the simplest ways. Thanks Vicky!