Clara Wealth Management, IFA Chiswick - London

Address: 106 St Albans Ave, London W4 5JR, United Kingdom.
Phone: 2070974968.
Website: clarawealth.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 23 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clara Wealth Management, IFA Chiswick

Clara Wealth Management, IFA Chiswick 106 St Albans Ave, London W4 5JR, United Kingdom

⏰ Open Hours of Clara Wealth Management, IFA Chiswick

  • Monday: 9 am–6 pm
  • Tuesday: 9 am–6 pm
  • Wednesday: 9 am–6 pm
  • Thursday: 9 am–6 pm
  • Friday: 9 am–6 pm
  • Saturday: Closed
  • Sunday: Closed

Clara Wealth Management, IFA Chiswick es una empresa de gestión financiera con sede en el barrio de Chiswick, en el distrito de Hammersmith y Fulham, en la ciudad de Londres, Reino Unido. La empresa se encuentra ubicada en la dirección Address: 106 St Albans Ave, London W4 5JR, United Kingdom.

Para contactar a esta empresa, puede llamar al teléfono 2070974968 o visitar su sitio web en clarawealth.co.uk.

Especialidades y servicios

La empresa ofrece servicios de planificación financiera, entre otros, con especialización en Financial planner.

Otras características y servicios

Entre las características y servicios de esta empresa se encuentran:

  • Apuntamientos en línea
  • Servicios en sitio
  • Toilet wheelchair-accessible
  • Toilet
  • Apuntamientos recomendados

Opiniones y calificaciones

Esta empresa ha recibido 23 reseñas en Google My Business con una media de opinión de 5/5.

Recomendaciones

Los clientes de esta empresa han expresado su satisfacción con los servicios recibidos, destacando la transparencia y la profesionalidad de los profesionales de la empresa. Se ha mencionado que la comunicación ha sido excepcional y que la demystificación de la planificación financiera ha sido una ventaja para los clientes.

Características clave

Clara Wealth Management, IFA Chiswick ofrece una variedad de servicios de planificación financiera y asesoramiento. La empresa está ubicada en el corazón de Chiswick, lo que la hace accesible para los residentes locales y visitantes. Los servicios ofrecidos incluyen:

  • Planificación financiera personalizada
  • Asesoramiento sobre inversiones
  • Planificación de pensión
  • Asesoramiento sobre seguros

Información recomendada

Para obtener más información sobre Clara Wealth Management, IFA Chiswick, puede visitar su sitio web o contactar directamente con la empresa. También puede leer reseñas y opiniones de otros clientes en Google My Business.

👍 Reviews of Clara Wealth Management, IFA Chiswick

Clara Wealth Management, IFA Chiswick - London
Marko S.
5/5

We first came into contact with Patryk on the back of a recommendation, and are very happy to have found him. His advice has been clear, concise and he has demystified personal finance planning for us. His communication and professionalism has been excellent throughout and he has been at all time transparent about fees and risks. Would happily recommend him to anyone else.

Clara Wealth Management, IFA Chiswick - London
Marcus A.
5/5

I am happy to unreservedly, highly recommend Patryk and Clara Wealth Management. We found him through VouchedFor, where his reviews were consistently positive, and he more than lived up to what we expected. Patryk helped my partner and me find a mortgage, which feels like an understatement given how much of his time and effort went into it. We had a somewhat complicated situation due to immigration status, and he worked so hard to find a solution for us, then guide us through the incredibly detailed process. He was so responsive, always helping us push things forward and work through every challenge thrown our way. As our situation evolved, first for the worse and eventually, thankfully, for the better, Patryk shifted gears with us each time and helped make sure we always had a solution we were working towards. I can't begin to imagine how much extra effort he must have had to make as we shifted strategies something like three times in a week when things changed quickly, but we got there in the end and I can confidently say it wouldn't have been possible without his unwavering support. He was an amazing advocate for us and went above and beyond consistently. We are so grateful for his help.

Clara Wealth Management, IFA Chiswick - London
Louise H.
5/5

We've had a great experience working with Patryk on a number of different projects, all at once, involving mortages and remortgages. He is super-responsive, really personable and very patient. He's really taken on board what our situation is and recommended a wide range of different options and products as he is properly independent. I think we both feel really fortunate to have found someone we can trust and who is so pleasant and professional - and with so much knowledge and experience at his fingertips too. Thank you Patryk, you've helped us to find solutions to a real tangle of different property issues, some of which were not straightforwrad at all, and we are really grateful.

Clara Wealth Management, IFA Chiswick - London
Andrew F.
5/5

We contacted Patryk for financial advice as we needed some direction with what to do with our current savings and pensions. He has been incredibly helpful from the outset, explaining all options to us so that we can understand and make informed choices that we are comfortable with. Although this has been the first time we have approached anyone for financial advice, we are confident in the decisions we have made with Patryk's support.

Clara Wealth Management, IFA Chiswick - London
Mark S.
5/5

My wife and I were introduced to Patryk at Clara Wealth Management by trusted friends and we have been immensely satisfied with the professional service that Patryk provides.

Patryk’s advice is very clear and his illustrations and projections are so useful in helping us with our decision making. He has helped us remortgage too. He is night and day compared to our previous financial advisor and his fees are very competitive too. I would recommend Clara Wealth Management to anyone looking to improve their financial planning.

Clara Wealth Management, IFA Chiswick - London
Paul C.
5/5

Patryk was excellent in helping us to remortgage, finding us the perfect deal. From the outset, the process was professionally handled.Responses to emails and calls were prompt and courteous, giving clear and direct guidance. Highly recommended. We look forward to working with you again.

Clara Wealth Management, IFA Chiswick - London
Joel B.
5/5

We had some very specific financial requirements, for which we needed Patryk's expertise. His knowledge of the financial products in the marketplace was excellent, as was his understanding as to what best fitted our needs. No doubt his considerable experience of financial markets leaves him ideally placed in helping his clients. Excellent all round.

Clara Wealth Management, IFA Chiswick - London
Adam B.
5/5

I have been so impressed with the level of service I e received from Patryk. I had some complex issues to manage regarding my estate planning which Patryk was quickly able to distill down into simple and actionable proposals. He also saw this process through to its conclusion ensuring all necessary paperwork was completed and distributed to the relevant 3rd parties. A great service and I will definitely be using him in the future. Highly recommended.

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