Pollard Wealth Management - Skipton

Address: East Barn, Friars Garth, Malham, Skipton BD23 4DB, United Kingdom.
Phone: 1132444054.
Website: pollardwealthmanagement.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Pollard Wealth Management

☎️1132444054

⏰ Open Hours of Pollard Wealth Management

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

Pollard Wealth Management is a well-established financial planning company located in the East Barn, Friars Garth, Malham, Skipton BD23 4DB, United Kingdom. Their phone number is 1132444054, and their website can be found at pollardwealthmanagement.co.uk. They specialize in financial planning and offer a range of services to help their clients achieve their financial goals. The company is committed to providing exceptional service and has received positive reviews from their clients.

One of the key features of Pollard Wealth Management is their accessibility. They offer wheelchair accessible parking lot and restroom facilities, making it easy for all clients to access their services. Additionally, they have a 5/5 average rating based on 23 reviews on Google My Business, which speaks to their high level of customer satisfaction.

For those looking for a reliable and knowledgeable financial planning company, Pollard Wealth Management is an excellent choice. Their team of experts works closely with each client to develop a personalized plan that meets their unique needs and goals. Whether you are looking to save for retirement, invest in real estate, or simply want to ensure that your financial future is secure, Pollard Wealth Management can help.

👍 Reviews of Pollard Wealth Management

Natasha C.

5/5

Highly recommend Pollard Wealth Management! Definitely get in touch & benefit from Jamie & team managing your financial portfolio. Jamie is incredibly knowledgeable and able to explain complex finances in simple understandable language. I can ask any number of questions & get sound, honest answers. I completely trust the advice and recommendations that Jamie gives and feel even more assured that this is how he is managing his finances. I really appreciate that it’s the full wealth management - ranging across pension, investments, protection & more. Last but not least, he’s super personable alongside being professional - perfect balance. Thank you Jamie & Pollard Wealth Management.

Michael R.

5/5

Pollard Wealth Management has been invaluable to our family’s financial planning over the last 10 years, which has included pensions, investments and protection.

Jamie has the ability to break down complex financial concepts into clear, actionable advice and we trust him completely with our financial portfolio. The team are incredibly organised and reliable, and have been able to respond quickly to macro events and trends to ensure our portfolio is best positioned to meet our financial goals.

We highly recommend Pollard Wealth Management to anyone seeking financial clarity and growth for their family.

Richard S.

5/5

Jamie has done a great job looking after my financial affairs. Unbelievably diligent, and attention to the finest of details. He’s straight talking and gives good advice. Recommend him to anyone planning for their financial futures.

Helen T.

5/5

Always receive first class service and expert advice. Jamie has extensive knowledge which he ensures is shared in a customer focussed way and I have complete confidence in him and the practice team. Highly recommend.

James B.

5/5

Jamie has been our Financial Advisor for 10+ years. He is meticulous in his planning and client care, and has been our trusted advisor as our pension and investment needs have changed over this decade.

Fiona R.

5/5

Jamie is a fantastic advisor, he explains everything really clearly and makes sure I feel in control of my portfolio through regular catch ups. I would highly recommend to anyone!

Philip G.

5/5

We have been client's of Jamie's for 10 years & have happily recommended him to friends and family.
He is quick to respond to queries, very organised, extremely patient when explaining something for the umpteenth time and you are left feeling he is working hard for you and your family.

Richard W.

5/5

Jamie is a very friendly and easy person to talk to.
He is extremely thorough, professional and knowledgeable in his dealings with us.
Since becoming clients in 2017 we have our financial affairs under control. Our money is working in the best way possible for us in terms of growth and in the most tax efficient way for our circumstances.
We have financial peace of mind.
We would not hesitate to recommend Pollard Wealth Management for whatever your financial needs.