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Bushell Holt Wealth Management Ltd - Frodsham

Address: 17C Church St, Frodsham WA6 6PN.
Phone: 01928620077.
Website: bhwml.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Toilets.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

Location of Bushell Holt Wealth Management Ltd

Bushell Holt Wealth Management Ltd 17C Church St, Frodsham WA6 6PN

01928620077

Bushell Holt Wealth Management Ltd, located at Address: 17C Church St, Frodsham WA6 6PN, is a renowned financial planning firm. They can be reached at Phone: 0192

Reviews of Bushell Holt Wealth Management Ltd

Bushell Holt Wealth Management Ltd - Frodsham
Di Nash
5/5

My experience with Karen Bushell and her lovely team has been exceptional and 5 stars is simply not enough. Karen is very professional, extremely knowledgeable, understanding of individual requirements and always ready and willing to answer any queries and offer impartial, independent advice. Paige also offers a legacy planning service which is a fantastic resource to keep track of everything financial in one place, in the event it should be needed by family members. Paige is thorough, empathetic and very professional in addressing such a potentially sensitive subject. I had put off addressing my overall finances for a long time and after my first meeting with Karen I actually felt much happier and supported in a positive and forward planning way, like a weight had been lifted off my shoulders and I look forward to a continuing that support in future years.

Bushell Holt Wealth Management Ltd - Frodsham
Lloyd Phillips
5/5

Shaun Holt has dealt with my personal finances now for over 15 years. He has helped me through the good times (and the not so good), with the same passion, honesty and reliability to help provide solid financial planning for me, my wife and family. I can honestly say that Shaun and Paige are considered as good friends and a pleasure to deal with.

Bushell Holt Wealth Management Ltd - Frodsham
Ian Ward
5/5

I got recommended Bushell Holt Wealth Management, and what a fantastic company to work with. Karren offers a top level and thorough service listening to all my concerns and worries about making investments and quicky putting me at ease. Further to this the additional services from Paige offered at no extra cost was the icing on the cake helping me leave a legacy for my family should the worst happen.
I can not recommend their service enough

Bushell Holt Wealth Management Ltd - Frodsham
David Rogers
5/5

We have been very pleased with the service provided by Karen since we signed up in 2015. She is reliable, trustworthy, hardworking and knowledgeable, clearly enjoys providing friendly and helpful support and so has made it easy for us to develop our savings. The Legacy work done with us has helped us provide thoroughly for our children’s future.

Bushell Holt Wealth Management Ltd - Frodsham
Jake Lavelle
5/5

Shaun & Paige are fantastic and have helped me organise getting my affairs in order for my family and helped secure my future with great financial planning.

Bushell Holt Wealth Management Ltd - Frodsham
Matthew Nelson
5/5

Great advice given and I feel very well looked after. Fantastic family run business that I am glad i seeked out their services ?

Bushell Holt Wealth Management Ltd - Frodsham
Carl Hill
5/5

Excellent service, personal understanding and above all, a trustworthy company.

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