Blackfriars Wealth Management Ltd - Gloucester

Address: Alexandra Warehouse, The Docks, West Quay, Gloucester GL1 2LG, United Kingdom.
Phone: 1452522054.
Website: blackfriarswm.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Blackfriars Wealth Management Ltd

☎️1452522054

⏰ Open Hours of Blackfriars Wealth Management Ltd

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

Introduction to Blackfriars Wealth Management Ltd

Blackfriars Wealth Management Ltd is a renowned financial planning company located at Alexandra Warehouse, The Docks, West Quay, Gloucester GL1 2LG, United Kingdom. Established with the aim of providing top-notch financial advice, the company has been serving clients since its inception. Their dedicated team of professionals work tirelessly to assist individuals and businesses in managing their finances effectively.

Key Features and Services

At Blackfriars Wealth Management Ltd, their specialties include comprehensive financial planning, ensuring clients have a clear roadmap for their financial future. The company offers online appointments, making it convenient for clients to schedule meetings at their preferred time. Additionally, their onsite services cater to those who prefer a face-to-face consultation. The company prides itself on being wheelchair accessible, providing a welcoming environment for all clients.

Expertise and Professionalism

The team at Blackfriars Wealth Management Ltd consists of experienced professionals who have a deep understanding of the financial industry. Their expertise spans various areas, including investment planning, retirement planning, and tax-efficient strategies. Clients can expect personalized attention and tailored solutions to suit their unique financial needs.

Testimonials and Reviews

The company has garnered a stellar reputation, as evidenced by its 20 reviews on Google My Business, with an impressive average rating of 5/5. Many clients have praised the company for its approachable nature and excellent financial advice. One satisfied customer noted that they felt more confident about their financial planning after working with Blackfriars Wealth Management Ltd.

Mark, a prominent member of the team, has been particularly well-received by clients. His very good reviews have led many individuals to choose him for their financial planning needs. Clients appreciate his approachable demeanor and the excellent advice he provides, covering both short-term and long-term financial goals.

Recommendation

If you are seeking a reliable and experienced financial planning company, Blackfriars Wealth Management Ltd is an excellent choice. Their commitment to client satisfaction, coupled with their expertise and personalized approach, sets them apart in the industry. Whether you require assistance with inheritance management, retirement planning, or general financial advice, the team at Blackfriars Wealth Management Ltd is well-equipped to guide you towards achieving your financial goals.

To learn more about their services and how they can assist you, visit their website at blackfriarswm.co.uk. For immediate assistance, you can reach them by phone at 1452522054. Don't hesitate to take the first step towards securing your financial future by contacting Blackfriars Wealth Management Ltd today.

👍 Reviews of Blackfriars Wealth Management Ltd

Blackfriars Wealth Management Ltd - Gloucester

Glenda W.

5/5

After receiving a larger than expected inheritance and needing some financial advise I chose Mark based on his very good reviews. I was not disappointed.
Mark was very approachable and gave me excellent advise about the best use of the money both in the short term and for the future - planning for my retirement. I also came away feeling more confident about my financial planning.
I highly recommend Mark

Hayley Y.

5/5

Mark was a pleasure to work with, he has helped me to have all my pensions in one place something I have been wanting to do for years! He was very efficient and he explained everything as we went along so I was clear and confident of what I was doing.

Grant P.

5/5

My wife and I were hesitant as we knew nothing about investing. We decided to get in touch with Mark. We were absolutely blown away with his knowledge and understanding. Would highly recommend everyone, new to investing or not. Mark is definitely the man you want in your corner.

Stephanie S.

5/5

Mark was rapid in response to my initial enquiry and visited me at home to discuss things. He was very generous with his time and expertise. At no time did I feel under any pressure from him to purchase a product. He was clear in his explanations, friendly but professional, and a good listener. He subsequently followed through with a balanced portfolio based on my needs and preferences. It is too early to comment on how that is performing, but I believe that Mark has done his best for me and will keep me informed regularly on progress, as we agreed. I have no hesitation in recommending Mark.

Georgie S.

5/5

Mark Williamson is a highly professional financial advisor. He was quick to respond, his expertise was evident and provided sound and reasoned advice as to my finances. I would highly recommend this organisation as they obviously very much care for each individual client's requirements.

Terry H.

5/5

Mark provides excellent advice and service. He helped me resolve a tricky pension situation that someone else had messed up.
Once again my heartfelt thanks.

karen W.

5/5

We have been very pleased with the advice and guidance Mark has given us. In particular he has resolved any concerns and issues we had regarding pensions and we have already seen the benefit of his good advice. He is very pleasant and crucially his ability to communicate and explain matters is excellent. We really appreciate and trust him and would thoroughly recommend him to anyone seeking advice.

Ian S.

5/5

Having first met Mark through a personal introduction, it was clear from day one he was an exceptional professional but was a friendly person was approachable and no nonsense.

We had a couple of face to face meetings and he then came up with a recommendation plan, of what we needed to do and what we could do.

Mark made things easy, simple and put things into logical terms, which we needed, and as of the time of writing and a few years down the line, we could not be more happy with what he has done (and achieved) and look forward to many more years with him.