Belgrave Wincham - Independent Financial Planners - Wrexham

Sheena L.

Excellent knowledge and advice given by Craig throughout the process of sorting out my pension. A big thank you to Craig and his team Kate & Sam for great customer care. I would highly recommend this Company.

kieran L.

Just had a small pension that I required advice on how best to move it to a new provider. I was given good sensible advice by Tom and kept updated by Sam on a regular basis.

Sangeeta B.

I have recently had the pleasure of of meeting Tom Foulkes at Belgrave Wincham Financial Independent Planners; and I must say I was extremely impressed with his professionalism, depth of knowledge and amiable demeanour.
We discussed my personal long-term financial requirements in depth and at no point did I feel any sales’ pressure from Tom. Hence I was able to make an informed decision with ease.
I would wholeheartedly recommend Belgrave Wincham. I have already spoken to my adult daughter to speak to Tom about her future finances.
Thank you Tom for your guidance.

Christine H.

After an initial conversation Craig came to visit me at my home regarding the pros and cons of taking out an Equity Release Plan. After taking the relevant financial information down from me and a general discussion about the possibilities for or against he put me in contact with a reputable company specializing in this area. Subsequently I have had a projection from that company any have decided that it is a very realistic proposition. Craig went the extra mile for me and made sure that there were no better options on the market so I feel confident that if I wish to proceed I am in the hands of a good company and competitive quote.
I would certainly recommend the services of Belgrave Wincham.

Sue S.

I wanted advice regarding private pensions I had. The advice I received from Tom was excellent and suited my needs perfectly. I was kept up to date regularly about where things were up to by Nicole. During my consultations with Tom I didn't feel rushed or pressured. He did not try to push other products and dealt professionally with all my enquiries. If you need any financial advice I cannot recommend Belgrave Wincham highly enough. I would definitely use their services again.

Lulu K.

We can not recommend this company enough! From the initial consultation with Craig we instantly knew our pensions were in safe hands. The team especially Lauren & Nicole worked hard and were resilient in ensuring they kept in contact to update every step during the changes to our pension plan. Even when there was no movement they kept us appraised. After having been let down in the past It was a great relief to finally find a company that value their customers regardless financial status. Thank you everyone at Belgrave Wincham we are extremely grateful and can look forward to a comfortable retirement.

David G.

excellent service

Brilliant, great service and advice from all, especially from Tom. Advice was just right for me, done over zoom and dumbed in down to my language, but making sure that I understood this. wouldn't say that he stuck to time schedule but excelled in this. Gave me time dead lines, but my pensions were dealt with quicker than quoted. kept me informed promptly and regularly right up to the end. Replied to my emails promptly. Thanks to Tom, Beth and Lauren. I will certainly use them again
Dave

Edward M.

I got in touch with Belgrave Wincham about retirement planning and the options available to me. I dealt with Tom who was extremely professional and patient. Tom set out all the options I had and answered my many questions. There was never any hard sell or pressure to do anything.. I am now looking forward to retiring in early 2024!