Future Wealth Management - Bath - Bath

Address: 4 Queen St, Bath BA1 1HE, United Kingdom.
Phone: 1225446611.
Website: f-w-m.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 45 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Future Wealth Management - Bath

☎️1225446611

⏰ Open Hours of Future Wealth Management - Bath

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

Future Wealth Management - Un equipo de planificación financiera en el corazón de Bath

Ubicación

Future Wealth Management se encuentra ubicado en el corazón de la ciudad de Bath, en el Reino Unido. Su dirección es:

Address: 4 Queen St, Bath BA1 1HE, United Kingdom.

Información de contacto

Para obtener más información o para programar una consulta, puede contactar al equipo de Future Wealth Management a través de su teléfono:

Phone: 1225446611.

También puede visitar su página web para obtener más información sobre sus servicios:

Website: f-w-m.co.uk.

Especialidades

Future Wealth Management se especializa en planificación financiera, ofreciendo un enfoque personalizado y relajado para ayudar a sus clientes a alcanzar sus objetivos financieros.

Características

El equipo de Future Wealth Management es conocido por su enfoque personalizado y su forma de trabajar de manera "paso a paso", lo que les permite tomar el miedo de la planificación financiera y organizar todo para sus clientes. Su enfoque se centra en brindar un servicio "truly excellent" que despeje la preocupación y organice todo para sus clientes.

Otra información interesante

Future Wealth Management cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y un baño accesible. Esto es especialmente útil para aquellos que necesiten asistencia para acceder a las instalaciones.

Opiniones

Con 45 reseñas en Google My Business, Future Wealth Management ha demostrado ser una opción confiable y de alta calidad para aquellos que buscan planificación financiera. Los clientes han descrito su experiencia con el equipo como "highly recomendable" y han destacado su enfoque relajado y personalizado.

Recomendación final

Si está buscando un equipo de planificación financiera confiable y de alta calidad, Future Wealth Management es una excelente opción. Con su enfoque personalizado y su forma de trabajar de manera "paso a paso", pueden ayudar a alcanzar sus objetivos financieros de manera segura y efectiva. Visite su página web y contacte con ellos para obtener más información y programar una consulta. No duden en contactarlos para descubrir cómo pueden ayudarles a alcanzar su futuro financiero más próspero

👍 Reviews of Future Wealth Management - Bath

Jo C.

5/5

Highly recommend the team at Future Wealth Management. Friendly and relaxed approach step by step advice whilst planning my husband’s retirement. Taking all the worry away and organising everything for us. Truly excellent service.

Louise L.

5/5

Not only has my investment been carefully managed over the years, with very pleasing results but the everyday client care is exemplary.
In particular, when I found myself with a family emergency to handle urgently, the team went above and beyond, to expedite a small, temporary withdrawal, that I might have the means to immediately deal with the matter. I cannot thank them enough.
A special shout out to Nick and Marie, for their personal involvement, I’m humbled by their humanity and forever grateful.
I feel valued as an individual, never have to chase anyone for information and will receive ‘phone calls periodically, just to make sure all is well and that my needs are still being best represented.
I would highly recommend them.

John A.

5/5

We have invested with them for many years and can honestly say that they are outstanding! Very professional with excellent advice and so pleasant to deal with. Highly recommend!

Heather H.

5/5

Nick Woodford and Marie Henderson are the best team to have! Thank you so much for all your help, support and guidance. It makes such a difference knowing that you are always on the end of the phone in addition to our regular reviews and that my investments are in such very capable hands; allowing me both flexibility and security. I wouldn’t be without you!

John G.

5/5

I have known and trusted Nick Woodford for more years than either of us would like to admit to. We have regular investment reviews and a few days ago we held the most recent of these. We have already pencilled in our next review for November this year. Whether face to face or via zoom our meetings are always constructive.
Nick is given solid support by Marie Henderson who is on contact on a regular basis to keep me updated on future events or to keep me appraised of progress on any agreed changes.

Jack R.

5/5

At a recent annual review of my mums ( who is 91) investments, Nick & Will explained everything in simple understandable terms. It is always a pleasure meeting in relaxed welcoming environment. I can not speak highly enough of them.
Thanks and looking forward to the next review.

Scott G.

5/5

I have just had a face to face quarterly review with Nick Woodford and appreciate the extra touch of Nick coming to see me in person to discuss things. Zoom is great but nothing beats catching up in person. Nick is well aware of my current situation and pension requirements. Nick gave me very sound advice (as always) whilst also fully understanding my current requirements. I have now been with Nick and FWM for almost 4 years and wouldn't want my pension pot to be with anybody else! Thoroughly recommended from my side!

Paul J.

5/5

Very friendly people, have been using them for many year, would recommend them, as they supply great services.