Clay Wealth Management - Coventry

Address: Unit 2, Clay Wealth Management, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE, United Kingdom.
Phone: 2475313222.
Website: claywealth.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, Free of charge street parking.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clay Wealth Management

Clay Wealth Management Unit 2, Clay Wealth Management, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE, United Kingdom

☎️2475313222

⏰ Open Hours of Clay 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

Clay Wealth Management

Clay Wealth Management es una empresa de consultoría financiera ubicada en Coventry, Reino Unido.

La empresa se encuentra en el Middlemarch Business Park, en Siskin Parkway East, CV3 4PE.

Para contactar a Clay Wealth Management, puede llamar al teléfono 2475313222 o visitar su sitio web en claywealth.co.uk.

Características

Clay Wealth Management ofrece servicios de consultoría financiera, incluyendo planificación financiera, inversión y gestión de patrimonio.

La empresa cuenta con un personal experimentado y capacitado para brindar asesoramiento personalizado a sus clientes.

Ubicación

La dirección de Clay Wealth Management es:

Unit 2, Clay Wealth Management, The Cobalt Centre

Siskin Parkway East, Middlemarch Business Park

Coventry, CV3 4PE, Reino Unido

Especialidades

Las especialidades de Clay Wealth Management incluyen:

Financial consultant

Otros datos de interés

Clay Wealth Management cuenta con:

Estacionamiento de vehículos con acceso ruedas motorizadas
Toiletas con acceso ruedas motorizadas
Parking gratuito en la calle
Recomendamos reservar una cita
La cita es gratuita

Opiniones

Clay Wealth Management tiene 7 reseñas en Google My Business.

Opinión media:

La opinión media es de 5/5.

👍 Reviews of Clay Wealth Management

Ryan P.

5/5

I continue to have an excellent experience with Clay Wealth Management, especially working with my advisor, Jaikob. He is incredibly knowledgeable, professional, and patient throughout the entire process of helping me understand and optimize my pension options. Jaikob took the time to explain everything clearly, answer all my questions, and provide personalized advice that gave me real peace of mind about my financial future. Moreover, Claire’s great communication keeps me updated every step of the way! If you're looking for trustworthy guidance with your pension or overall financial planning, I highly recommend Clay Wealth Management—and definitely ask for Jaikob!

Ben W.

5/5

I contacted Clay Wealth Management to help me get set up with a pension for my business. Could not recommend them more. Jaikob set up a meeting and walked me through the whole process. His advise was excellent and the whole process was done in excellent time. Thank you !

Oliver S.

5/5

I was advised on retirement planning by Jaikob (Selby Rivas). This also included some detailed future cash flow modelling. The level of research and advice that I received from Jaikob was outstanding. I was thoroughly impressed throughout and felt in very safe and trustworthy hands. I wouldn't hesitate to recommend Jaikob to others.

Luke J.

5/5

Fantastic experience. I used Ben to create me a financial plan for my future. Ben not only went through every step in detail, without any pressure, he listened to my personal situation so he could fully understand and offer the correct advice. I would 100% recommend Ben and the team at Clay Wealth.

Carol M.

5/5

Contacted Clay Warden Wealth Management as we were considering early retirement and looking for advice to see if this was possible.
We were recommended by a friend that was already a client.
Ben was excellent explained service he offered and information he required from us.
The advice we received was excellent the information given was explained in plain English with a detailed folkow up report.
We have now been with the company for a year and I am pleased to say that our pension pot had increased and we could not have asked for a better result.
The staff are all helpful and I would definitely recommend this company.

Sarah-Jane W.

5/5

Brilliant service, stayed with us throughout the whole process and helped us buy our first home.

Stephen M.

5/5