GEM Wealth Management - Wakefield

Address: calder park, 1 Mariner Ct, Durkar, Wakefield WF4 3FL, United Kingdom.
Phone: 7392790532.
Website: partnership.sjp.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of GEM Wealth Management

GEM Wealth Management calder park, 1 Mariner Ct, Durkar, Wakefield WF4 3FL, United Kingdom

⏰ Open Hours of GEM 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

Introduction to GEM Wealth Management

Based in Calder Park, 1 Mariner Ct, Durham, Wakefield WF4 3FL, United Kingdom, GEM Wealth Management is a distinguished financial planning firm under the leadership of Joe McAreavey. They offer comprehensive financial planning services, with a particular expertise in financial planning. For those seeking professional guidance on managing their financial future, GEM Wealth Management stands out with a strong client satisfaction record.

Location and Accessibility

Located in a wheelchair accessible area, GEM Wealth Management ensures convenience for all clients. The office is equipped with a wheelchair accessible entrance, parking lot, and restroom, making it easy for everyone to visit. This attention to accessibility demonstrates the company's commitment to serving all members of the community.

Contact Information

For more detailed inquiries or to schedule an appointment, interested individuals can reach out to GEM Wealth Management via their phone number: 7392790532. Their website at partnership.sjp.co.uk provides a wealth of information about their services and how they can assist you.

Specialties and Services

As a financial planner, GEM Wealth Management focuses on helping clients navigate complex financial landscapes with clarity and confidence. Their services include:

  • Annual Pension Reviews
  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning

Client Reviews and Opinions

The company boasts an impressive average opinion of 5/5 based on just two reviews on Google My Business. Clients commend the personalized service and the high standard of advice provided by Joe McAreavey. They appreciate the thoroughness and time taken to discuss future plans and explain necessary changes, ensuring a 5-star service experience.

Recommendations

For anyone in need of reliable financial guidance, GEM Wealth Management is a top recommendation. Their commitment to excellence, as evidenced by their high client satisfaction ratings, ensures that clients receive the best possible advice tailored to their individual needs. To explore their services further or to schedule a consultation, visiting their website (partnership.sjp.co.uk) is highly encouraged. There, you can find more detailed information about their offerings and how they can help you secure your financial future.

👍 Reviews of GEM Wealth Management

GEM Wealth Management - Wakefield
Sue D.
5/5

I have just had my annual pension review with Joe McAreavey and I am absolutley delighted at the performance of my pension fund. I would recommend GEM Wealth Management to anyone seeking financial advice, I feel very confident in Joe managing my portfolio , he always has plenty of time to discuss my future plans and explain any changes that are necessary. Always gives a 5 star service.

GEM Wealth Management - Wakefield
Patricia D.
5/5

Through a friend's recommendation we recently had the pleasure of Joe at Gem Wealth Management helping us. Such a very professonial, dedicated, nice man.
We would definitely recommend him to anyone. Thank You Joe

Go up