Elegant Wealth Management Limited - Melton Mowbray

Address: Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, United Kingdom.
Phone: 7975593464.
Website: elegantwealthmanagement.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 50 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Elegant Wealth Management Limited

Elegant Wealth Management Limited Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, United Kingdom

⏰ Open Hours of Elegant Wealth Management Limited

  • 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: 9 AM–12 PM
  • Sunday: Closed

Elegant Wealth Management Limited: A Comprehensive Overview

Elegant Wealth Management Limited, a renowned financial services firm, is located at Address: Pera Business Park, Nottingham Rd, Melton Mowbray LE13 0PB, United Kingdom. The company prides itself on delivering exceptional financial planning services, making them a trusted partner for individuals and businesses alike. Their phone number and website provide multiple avenues for clients to connect with the firm.

Specialties

  • Financial planner: Elegant Wealth Management Limited specializes in offering comprehensive financial planning services, catering to the diverse needs of their clientele.

Other Points of Interest

  • Online appointments: The firm offers convenient online appointment scheduling, making it easy for clients to book consultations at their preferred time.
  • Onsite services: Clients can visit the firm's office for face-to-face meetings, ensuring personalized attention and effective communication.
  • Wheelchair accessible parking lot and restroom: Elegant Wealth Management Limited prioritizes accessibility, offering wheelchair-friendly facilities to accommodate clients with special needs.

Opinions and Reviews

This company has received 50 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the firm's expert advice, personalized service, and commitment to their financial well-being. One satisfied customer shared, "We have used Cat for mortgages for seven years from our first mortgage to then having to go through new contracts. There is no one else I would trust with something like this." Another testimonial highlights the firm's exceptional support, stating, "We have passed Cat’s details on to friends and family and everyone has always had a great experience too. Thank you so much for your valuable expertise and support." These reviews underscore Elegant Wealth Management Limited's dedication to providing top-notch financial services and building long-lasting relationships with their clients.

Why Choose Elegant Wealth Management Limited

With a strong reputation, experienced team, and commitment to client satisfaction, Elegant Wealth Management Limited is an excellent choice for individuals and businesses seeking expert financial guidance. The firm's diverse range of services, coupled with their personalized approach and accessibility, sets them apart in the industry. By choosing Elegant Wealth Management Limited, clients can trust that their financial needs will be met with the utmost care and professionalism.

Final Recommendation

We highly recommend reaching out to Elegant Wealth Management Limited for all your financial planning needs. Their website provides valuable resources and information, while their phone number offers direct access to their friendly and knowledgeable staff. Don't hesitate to take the first step towards securing your financial future – contact Elegant Wealth Management Limited today and experience the difference a trusted partner can make.

👍 Reviews of Elegant Wealth Management Limited

Elegant Wealth Management Limited - Melton Mowbray
Jo F.
5/5

I highly recommend Cat for mortgage and financial advice. We have used Cat for mortgages for seven years from our first mortgage to then having to go through new contracts. There is no one else I would trust with something like this. I have passed Cat’s details on to friends and family and everyone has always had great experience too. Thank you so much for your valuable expertise and support.

Elegant Wealth Management Limited - Melton Mowbray
Hannah A.
5/5

I can’t recommend Cat highly enough for mortgage advice. Everything was explained simply and thoroughly for us as first time buyers. We’ve also used Cat to remortgage when our fixed term expired and once again she was brilliant and efficient!

Elegant Wealth Management Limited - Melton Mowbray
Carrie S.
5/5

I had the pleasure of working with Cat and the team at Elegant Wealth Management, they were fantastic from the off and very informative every step of the way even when I had little understanding using the portal to upload my documents the team patiently talked me through it and made it so easy to access, no issue went unsolved and nothing was to much to help myself and husband to get through the re mortgage process. We both highly recommend Elegant Wealth Management they were fantastic!

Elegant Wealth Management Limited - Melton Mowbray
Phylida A.
5/5

Cat has dealt with my finances for many years now, particularly mortgages/remortgaging. I've always been very happy with her service and the deals she's managed to get me with the minimum of fuss. Me being self-employed used to make it nightmare to apply for finance but Cat just gets on with it and goes above and beyond for her clients. I would highly recommend her.

Elegant Wealth Management Limited - Melton Mowbray
James C.
5/5

Cat and Dani have been incredibly helpful throughout our house move and mortgage application process. Cat's advice ahead of the move was insightful, and helped us to understand what we could (and should) be looking for.
The support with our mortgage application was superb, and removed a whole level of stress from our house hunting.
Thanks to Elegant Wealth Management, would recommend in a heartbeat, and use again if needed.

Elegant Wealth Management Limited - Melton Mowbray
Isabel H.
5/5

Cat has always been quick to respond and always in a friendly professional manner. She has always looked in to all options deeply, and sourcing the best deals. Very knowledgeable of all financial markets, mortgages, pensions etc……

Would highly recommend.

Elegant Wealth Management Limited - Melton Mowbray
Philip M.
5/5

Used Cat to sort out my works pension transfer. Always seemed to act in my best interest, and not what would be best for her. She even helped me recover some funds after I had been financially disadvantaged, due to my previous pension provider messing things up.
Professional, friendly, goes through the correct procedures ie.attirudes to risk and fact finding. Explains things in simple terms. My daughter has also used her to get her first mortgage.

Elegant Wealth Management Limited - Melton Mowbray
Vicky S.
5/5

Cat is thorough, knowledgeable and efficient. She does what she says she is going to do and has found excellent mortgage and insurance products for me over a number of years. She clearly explains the process and options which allowed me to make informed and confident choices. I have happily recommended her to family and friends and will continue to use her services in the future.

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