Ballantine Wealth Management - Crewkerne

Address: 29 Market Square, Crewkerne TA18 7LP, United Kingdom.
Phone: 1460208448.
Website: ballantinewm.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 95 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ballantine Wealth Management

Ballantine Wealth Management 29 Market Square, Crewkerne TA18 7LP, United Kingdom

☎️1460208448

⏰ Open Hours of Ballantine Wealth Management

Monday: 10 am–4 pm
Tuesday: 10 am–4 pm
Wednesday: 10 am–4 pm
Thursday: 10 am–4 pm
Friday: 10 am–4 pm
Saturday: Closed
Sunday: Closed

Ballantine Wealth Management: A Comprehensive Overview

Ballantine Wealth Management is a highly regarded financial planning firm dedicated to providing personalized and comprehensive advice to individuals and families. Located at 29 Market Square, Crewkerne TA18 7LP, United Kingdom, the firm operates with a commitment to building long-term relationships based on trust and transparency. Their primary focus is on helping clients achieve their financial goals through strategic planning and tailored solutions. The firmâs telephone number is 1460208448, and their website can be found at ballantinewm.co.uk. Appointments are recommended to ensure dedicated attention and facilitate thorough discussions.

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Specialties and Services

Ballantine Wealth Management specializes in financial planning, offering a wide range of services designed to meet diverse client needs. This includes pension planning, investment management, retirement planning, inheritance tax planning, and overall wealth management strategies. They pride themselves on a holistic approach, considering all aspects of a clientâs financial situation to create a roadmap towards their desired future. The firmâs expertise allows them to anticipate potential challenges and proactively develop solutions. They are adept at navigating complex financial landscapes and ensuring clients remain informed and secure throughout their journey. A key element of their service is the provision of clear, understandable advice â one that consistently prioritizes the client's best interests.

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Location and Accessibility

The firmâs physical location at 29 Market Square, Crewkerne TA18 7LP, provides a central and accessible point of contact for clients. They are committed to creating a comfortable and welcoming environment for all visitors. To enhance accessibility, Ballantine Wealth Management offers a wheelchair-accessible car park and a wheelchair-accessible toilet, demonstrating a dedication to inclusivity. Furthermore, they maintain dedicated restroom facilities and encourage clients to schedule appointments in advance to ensure sufficient time for a detailed consultation. This commitment to convenience and accessibility underscores their dedication to providing excellent client service.

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Client Feedback and Reputation

Ballantine Wealth Management has garnered a consistently positive reputation within the local community. The company boasts 95 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firmâs professionalism, expertise, and commitment to client satisfaction. Clients frequently commend the teamâs ability to provide clear, concise explanations of complex financial concepts, fostering a sense of confidence and understanding. There is a recurring theme of personalized service and a genuine desire to assist clients in achieving their individual objectives. Many clients specifically praise the teamâs responsiveness and willingness to go the extra mile. The firm's dedication to building strong client relationships is a cornerstone of its success.
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Key Characteristics and Values

Personalized Advice: Each client receives tailored advice based on their unique circumstances and goals.

Transparency: Open and honest communication is paramount, ensuring clients are fully informed throughout the process.

Expertise: The team possesses extensive knowledge and experience in various areas of financial planning.

Trust: Building long-term relationships based on trust and mutual respect.

Client-Centric Approach: Prioritizing the clientâs needs and well-being above all else.

Ballantine Wealth Managementâs approach resonates strongly with those seeking a reliable and knowledgeable partner to navigate the complexities of their financial lives. Their dedication to providing exceptional service, coupled with their commitment to ethical practices, has solidified their position as a trusted advisor within the region. They consistently strive to exceed client expectations and deliver tangible results. The firmâs focus on proactive planning ensures that clients are well-prepared for future challenges and opportunities.

The firm's operational philosophy centers around a deep understanding of each clientâs individual needs and aspirations. They don't offer generic solutions; instead, they craft bespoke strategies designed to align with specific goals. Whether itâs securing a comfortable retirement, protecting assets, or planning for inheritance, Ballantine Wealth Management provides the guidance and support necessary to achieve success. Their teamâs collective experience spans various financial sectors, enabling them to address a wide spectrum of client requirements. They meticulously analyze market trends and regulatory changes to maintain a proactive approach to financial planning.

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👍 Reviews of Ballantine Wealth Management

Ballantine Wealth Management - Crewkerne

Nicki H.

5/5

I have been dealing with Rachael at BWM about both mine and my husbands pensions, Rachael was great and gave sound advice. If she couldn’t help us she was honest and the advice she gave you knew was for our benefit, I was happy with this advice and took action straight away. Thank you for looking after us, you made us feel at ease and explained things so we could understand.

Wendy A.

5/5

Joe you:
Travelled through my wealth 'agenda' underpinning relevant and pertinent points whilst also unravelling ways forward in a succinct, logical manner with super clarity.

Made detailed notes where specific points are underlined paving a way forward. This enables me to channel my reflections in a thoughtful and productive fashion.

Are easy to talk/discuss options with sharing positive and negative scenarios. This adds to my clarity, otherwise it is all a 'fog'.

Have a very welcoming manner and, whilst keeping a professional approach throughout the meeting, you sift through information to allow us to focus on specific points.

Look forward to our next review.

Darren W.

5/5

Recently met with Leighton and the team, at the Crewkerne branch. I must say I was very impressed with the professional service they offer. A pleasure to deal with. Well worth it.

andyandshazza

5/5

We have been with Leighton and his team from the beginning and the Service is fantastic, not only the financial guidance but they are also equally concerned about our health and well-being. Leighton's expert advice has always been balanced, considered and supportive in our ever changing financial needs. He has a great Team that support him and they always go that extra mile to ensure our needs are met. We highly recommend Ballantine Wealth Management for your financial planning needs.

Claire D.

5/5

The service offered by Ballantine Wealth Management is exemplary; as a family we have been so well looked after by Leighton and his wonderful team. Leighton always goes out of his way to take time explaining issues thoroughly with us, particularly with items that I do not understand. Enquiries are dealt with promptly and nothing is ever too much trouble. We highly recommend BWM.

Val R.

5/5

I have been a client of Leighton’s since before he set up his own business and have no hesitation in recommending his services. He is friendly, highly efficient and professional, explaining all potential financial pathways clearly, so I have every faith in his advice and guidance. My annual review is now held via Zoom, as I have moved “up north”, but this is just as effective, and I would not have dreamed of finding a new more local financial adviser, as I totally trust Leighton. He is very holistic in his approach and tailors his advice to suit my lifestyle goals, as well as those of my family, and follows up our discussions with a written report which details everything we have spoken about.

Natasha H.

5/5

Leighton Ballantine was recommended to us earlier this year, and we have been very impressed with the service so far. Having someone knowledgeable and trustworthy to guide us through pensions and savings has been incredibly beneficial. We feel confident we are in safe hands with Leighton.

Sophie S.

5/5

I (35 f) spoke with Leighton regarding personal finances including pension and savings. I wanted to understand whether my current work pension was suitable for my circumstances. He was very knowledgable and spent time understanding my current products. He was honest with his review and advised my current arrangement was probably best at this point in my life and did not try to sell me his services further. He gave some advice in terms of increasing pension contributions now and what I may want to consider when I am getting closer to retirement. I think this speaks volumes regarding his integrity and providing the best service for each individual. I would definitely recommend Leighton to others, especially those looking to plan for retirement in the near future.