DAVID MARSHALL WEALTH MANAGEMENT - Hartlepool

Overview of David Marshall Wealth Management

Located at 14 Arncliffe Gardens, Hartlepool TS26 9JG, United Kingdom, David Marshall Wealth Management stands out as a reputable financial advisory service. With a phone number 7515896670, potential clients can easily reach out to schedule a consultation. Their professional web presence is showcased on davidmarshallwm.co.uk, a site dedicated to providing insightful financial planning services.

Specialties and Accessibility

Specializing in Financial Planning, David Marshall Wealth Management offers tailored advice to help clients achieve their financial goals. The firm's commitment to inclusivity is evident with their wheelchair accessible parking lot, restroom, and accessible restroom, ensuring that all clients, regardless of mobility, can comfortably visit their office.

Customer Reviews and Opinions

With just 3 reviews on Google My Business, the feedback is overwhelmingly positive, reflecting an average opinion of 5/5. A recent client shared, “Met with David earlier today for the first time and have nothing but praise for him, both in his capacity as a Financial Advisor and as a human being.” This client was impressed by the dedication and time David invested in explaining financial options clearly, despite no immediate financial benefit for him.

Another review echoed similar sentiments, highlighting David's willingness to spend ample time explaining options in comprehensible terms. Such reviews underscore the firm's reputation for not just providing advice but also ensuring that clients fully understand their financial paths.

Contact Information and Recommendations

For anyone in need of professional financial advice, David Marshall Wealth Management is a beacon of trust and expertise. Clients are encouraged to contact them directly through their website or give them a call at 7515896670 to schedule an initial meeting. The combination of wheelchair accessibility, professional services, and exceptional client feedback makes this a firm worth considering for your financial planning needs.

👍 Reviews of DAVID MARSHALL WEALTH MANAGEMENT

Kay H.

5/5

Met with David earlier today for the first time and have nothing but praise for him, both in his capacity as a Financial Advisor and as a human being.
Although there was no financial gain for him after our chat, he was willing to spend plenty of time with me to explain my options, in a way that I understood.
I can't praise him highly enough and have no hesitation in recommending him to anybody else who needs professional advice.

Keith D.

5/5

I recently retired and contacted David to look after and advise me about my pension, I'm so pleased I did, David handled everything brilliantly, offered sound advise and explained everything so I could understand, his support is also faultless as he is always there if needed, it's good to have piece of mind knowing that your well earned pension is being soundly looked after, highly recommended.

Colin W.

5/5

Straight shooting advisor ,bends over backwards to give client what they require.
Definitely worth speaking too.