Okay, here’s a comprehensive overview of Edward J Grice Wealth Management Ltd, presented in a formal and helpful style, designed to be informative for potential clients:

Edward J Grice Wealth Management Ltd: A Detailed Overview

Edward J Grice Wealth Management Ltd is a financial planning firm dedicated to providing personalized and comprehensive wealth management solutions. The company operates with a commitment to building long-term relationships with its clients, focusing on strategic financial guidance and robust portfolio management. It’s crucial to note that, at the time of this assessment, the firm has a limited number of publicly available reviews, presenting an opportunity for them to build a stronger reputation.

Company Details & Location

The firm’s registered address is located at:

Address: 7th Floor, Edward J Grice Wealth Management Ltd, Sunlight House, Quay St, Manchester M3 3JZ, United Kingdom.

For immediate contact, you can reach them via telephone at: Phone: 1617733976.

You can also access their official website at: Website: partnership.sjp.co.uk.

Specializations and Services

Edward J Grice Wealth Management Ltd specializes in providing tailored financial planning services to a diverse client base. Specifically, they focus on:

Retirement Planning: Developing strategies to secure a comfortable retirement.
Investment Management: Constructing and managing investment portfolios aligned with individual goals and risk tolerance.
Estate Planning: Assisting clients in structuring their affairs for efficient wealth transfer and legacy planning.
Financial Goal Setting: Collaborating with clients to define and achieve their financial aspirations.

Points of Interest & Accessibility

The firm demonstrates a commitment to inclusivity by offering several accessibility features:

Wheelchair-accessible entrance
Wheelchair-accessible toilet
* Toilet facilities

Current Reputation & Feedback

Currently, Edward J Grice Wealth Management Ltd has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This highlights an area where the firm could significantly benefit from gathering client feedback to enhance service delivery and build trust. It's important to acknowledge this initial lack of public reviews when considering the firm.

Key Considerations for Potential Clients

Here’s a concise summary of what prospective clients should consider:

| Feature | Description |
|--------------------|-------------------------------------------|
| Expertise | Dedicated financial planner |
| Partnership | Operates as a partner with SJP Wealth Management |
| Accessibility | Offers wheelchair accessibility |
| Reviews | Currently lacks publicly available reviews |

Recommendation

For individuals seeking a dedicated financial planner with a strong foundation within the SJP Wealth Management network, Edward J Grice Wealth Management Ltd represents a potentially valuable resource. While the current lack of reviews warrants careful consideration, the firm's commitment to accessibility and personalized service is noteworthy. We strongly recommend visiting their website at partnership.sjp.co.uk to schedule a consultation and discuss your specific financial planning needs. Don't hesitate to contact them directly via phone at 1617733976 to explore how they can help you achieve your financial goals.