Carnethy Wealth - Dunfermline

Address: 3 Kintail Pl, Dunfermline KY11 8FP, United Kingdom.
Phone: 7508493410.
Website: carnethywealth.co.uk
Specialties: Financial planner.

Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Carnethy Wealth

Carnethy Wealth 3 Kintail Pl, Dunfermline KY11 8FP, United Kingdom

☎️7508493410

⏰ Open Hours of Carnethy Wealth

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

Carnethy Wealth: A Trusted Financial Planner in Dunfermline

Carnethy Wealth, located at 3 Kintail Pl, Dunfermline KY11 8FP, United Kingdom, is a reputable financial planning company that has been providing top-notch services to its clients for years. With a phone number of 7508493410 and a website available at carnethywealth.co.uk, the company is easily accessible for those seeking financial advice.

Specialties and Services

The company specializes in financial planning, offering a wide range of services to cater to the diverse needs of its clients. Their expertise includes private pensions, investment planning, retirement planning, and more. They strive to provide personalized solutions to help their clients achieve their financial goals.

What Sets Carnethy Wealth Apart

At Carnethy Wealth, the team is dedicated to understanding each client's unique financial situation and objectives. They take the time to explain complex financial concepts in a clear and concise manner, ensuring that their clients feel informed and confident in their decisions. This personalized approach has earned the company a strong reputation for delivering trustworthy and professional financial advice.

Client Testimonials

One of the reasons Carnethy Wealth stands out is its exceptional client satisfaction. The company has received 7 reviews on Google My Business, with an impressive average rating of 5/5. Clients praise the team's expertise, commitment to their clients' success, and the personalized attention they receive. One satisfied client mentions, "Will was recommended to me by a friend/boss when I was looking to set up a private pension. He is extremely knowledgeable and took the time to explain everything in detail. His guidance was clear, and I felt confident every step of the way. I highly recommend Carnethy Wealth to anyone seeking trustworthy and professional financial advice."

Another client shares, "I was impressed with the level of service and expertise provided by Carnethy Wealth. They took the time to understand my financial goals and provided tailored recommendations that aligned with my needs." These positive reviews demonstrate Carnethy Wealth's dedication to delivering exceptional service and results for its clients.

Why Choose Carnethy Wealth

Expertise in financial planning
Personalized approach to each client's needs
Clear communication and guidance
Strong track record of client satisfaction

Carnethy Wealth is a trusted partner for individuals and businesses seeking professional financial advice. With their specialized knowledge, personalized service, and commitment to client success, they stand out as one of the top financial planning companies in Dunfermline and the surrounding areas.

👍 Reviews of Carnethy Wealth

Jakub K.

5/5

Will was recommended to me by a friend/boss when I was looking to set up a private pension. He is extremely knowledgeable and took the time to explain everything in detail. His guidance was clear, and I felt confident every step of the way. I highly recommend Carnethy Wealth to anyone seeking trustworthy and professional financial advice.

dorian H.

5/5

I highly recommend Will Burns at Carnethy Wealth. Their expertise, professionalism, and personal approach have been invaluable in guiding my financial decisions. Clear, knowledgeable, and always available, they provide strategic insights that truly add value. Exceptional service!

Sarah M.

5/5

Will took the time to understand my current investment situation and my future plans. The whole process was straightforward and well explained. The transfer of investments went ahead quickly and the next stage is moving forward as promised.
Great friendly service, regular contact and all questions quickly answered. Looking forward to a long and prosperous relationship

Alan B.

5/5

I have been with Carneyth Wealth for over 3 years now and have received a great service at each point on my financial journey. My last annual review was very comprehensive and well structured, with Will able to answer all and any questions, providing clarity for me.
Great service and would highly recommend for financial advice.

Andy L.

5/5

Excellent service from Will at Carnethy Wealth.

I was able to quickly and easily consolidate all my previous workplace pensions into one pot, which I can now track online. Will is proactive and provides me with annual updates on how everything is progressing. His future cashflow projections have given me complete peace of mind, knowing I’ll be well prepared for retirement.

Since then, we’ve also set up Stocks & Shares ISAs for both my wife and me, as well as one for our son’s future. I would highly recommend Carnethy Wealth — first-class service from start to finish.

Christo H.

5/5

I’m not exactly what you’d call “finance-savvy”. Budgeting? Fine. Investing, pensions, ISAs, all the rest? Felt like a foreign language.

Then I started working with Will.

No jargon. No judgement. Just someone who listens, explains things in plain English, and genuinely wants to help - not just with the numbers, but with the life stuff those numbers affect.

Johnny B.

5/5

Don’t normally leave reviews however I feel it’s only right to recognised people that create a great service.
From Initially enquiry it was apparent I was dealing with someone that cared. I have dealt with ifa’s before and it normally feels they have the same approach. Will, however has a different and better approach. He has stayed in touch with me keeping me up to date and general check ins, explaining what’s happening with current financial states, which can be good and bad. That said, it’s always best to understand where and why things are happening, which I feel is the difference with Will than other Ifa’s.
I strongly urge anyone looking for financial help/ pensions etc to have a chat with Will, you will then see for yourself.
Thankyou again Will for all your help and advice.

Regards

Johnny Bisset