Assured Wealth and Estate Planning Limited - Warrington

Assured Wealth and Estate Planning Limited is a reputable financial planning company located at 750 Mandarin Ct, Warrington WA1 1GG, United Kingdom. The company specializes in providing expert advice on financial planning and consulting services. Their physical location is equipped with wheelchair-accessible facilities, including a car park, entrance, and toilet, as well as gender-neutral toilets, making it a welcoming space for all visitors.

The company has received 4 reviews on Google My Business, with an average rating of 3/5 stars. This indicates that the company maintains a moderate level of customer satisfaction and has room for improvement in certain areas. Despite this, the company continues to serve clients in Warrington and the surrounding areas with their financial planning needs.

About Assured Wealth and Estate Planning Limited

• Address: 750 Mandarin Ct, Warrington WA1 1GG, United Kingdom
• Phone: 1925396122
• Specialties: Financial planner, Financial consultant
• Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet

Assured Wealth and Estate Planning Limited aims to provide comprehensive financial planning and consulting services to their clients. Their team of experts helps clients navigate various financial aspects, such as investments, retirement planning, and estate planning. By offering personalized advice and guidance, they strive to help clients achieve their financial goals and secure their financial future.

The company's location at 750 Mandarin Ct, Warrington WA1 1GG, United Kingdom, makes it easily accessible for those living in or around Warrington. With their wheelchair-accessible facilities, they also cater to clients with disabilities, ensuring that their services are inclusive and accessible to all.

Contact Assured Wealth and Estate Planning Limited at 1925396122 to schedule a consultation and learn more about their financial planning services.

👍 Reviews of Assured Wealth and Estate Planning Limited

Sarah

5/5

After struggling through my divorce the pensions between me and my ex were the one thing I really wanted to get sorted out. I could not believe how expensive it was going to be to have our pensions assessed for the court. One firm quoted £3,800. We simply could not afford that much after spending so much on other legal fees. My friend at work recommend Assured Wealth to us and their fees were a fraction of the cost. The report we received was so easy to understand and when I needed some guidance on how my pension transfer would be processed, someone from the company explained in full detail the complexities and how they can be managed. I felt overwhelmed before speaking with them and they could not have been much more help. Fast, efficient and a low cost. They really helped me when I needed the help.

daniel R.

1/5

Terrible!! Were used to supply a CETV for a pension share and the report they gave was described as... 'factually incorrect', 'ignores very important points' and 'calculations are nonsensical'.
The report was not worth the paper it was written on. DO NOT USE!

Zoe L.

5/5

Assured Wealth and Estate Planning are the most ethical company I have come across in the finance section for some time. Mark really cares about ensuring that his clients have the best plans in place for their future. I would highly recommend that you have a financial planning meeting with them.

Steve T.

1/5

A cowboy company especially from so called pensions 'expert' Paul Heath. Question any reports from the guy.