Concierge Wealth Management - Worthing

Address: 196 Findon Rd, Hammerpot, Angmering, Worthing BN14 0EJ, United Kingdom.
Phone: 1903681138.
Website: conciergewealth.co.uk
Specialties: Financial consultant, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Free of charge street parking.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Concierge Wealth Management

☎️1903681138

⏰ Open Hours of Concierge Wealth Management

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

Concierge Wealth Management, located at Address: 196 Findon Rd, Hammerpot, Angmering, Worthing BN14 0EJ, United Kingdom, is a renowned financial consulting and mortgage brokerage firm. They can be reached at Phone: 1903681138 and their website is conciergewealth.co.uk.

Specialties

Concierge Wealth Management specializes in providing personalized financial consulting and mortgage brokerage services. Their team of experts is dedicated to understanding each client's unique needs and creating tailored financial solutions.

Other Points of Interest

They offer online appointments for the convenience of their clients. Additionally, they have on-site services and are wheelchair-accessible, with a dedicated car park and toilet facilities. Appointments are required, and street parking is available free of charge.

Opinions and Average Opinion

This company has received 10 reviews on Google My Business, with an impressive average opinion of 5/5. Many clients have praised their professionalism, personalized service, and clear communication.

One client shared, "We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready-made 'off the shelf deal'. We would highly recommend them."

Recommendation

With their personalized approach, expert team, and convenient services, Concierge Wealth Management is an excellent choice for financial consulting and mortgage brokerage services. If you are seeking professional guidance for your financial needs, consider reaching out to them through their website or by phone. Their dedicated team is ready to help you navigate the world of finance with confidence.

👍 Reviews of Concierge Wealth Management

Tracie M.

5/5

23/10/2024
Today I was contracted for cleaning services.
Adam ,was very personable.
His communications were super clear and fast supported with prompt payment.
A pleasure to work for.
*Recommended customer.*

Linda M.

5/5

We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.

Malcolm S.

5/5

My wife and I met with Adam McCallion to discuss our finances and both of us were extremely impressed with his knowledge and understanding of the financial world. We found Adam to be honest, straightforward and very approachable. Highly recommended.

Keith R.

5/5

I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number.

Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever.

Thank you Adam, thank you Tracey for looking after me so well.

John D.

5/5

This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice.
Many thanks Val and John Dray

philip B.

5/5

I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.

Anthony B.

5/5

Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile.
They always keep me up to date at every step of the way & always very responsive with any questions I have.
I would highly recommend!

R M.

5/5

A highly personalised service which has served my family well in all the varying areas we have needed guidance on. All members of the firm are experts in their field and go out of their way to solve problems in a timely and cost efficient manner.
I would happily recommend Concierge and constantly do so