Generation Wealth Limited - Wellington

Generation Wealth Limited

Generation Wealth Limited es una empresa financiera especializada en planificación financiera que ofrece servicios personalizados a sus clientes.

Con sede en Wellington, Reino Unido, esta empresa ha demostrado ser una opción confiable para aquellos que buscan asesoramiento financiero experto.

Características clave:

• Financial planner especializados
• Planificación financiera personalizada
• Asesoramiento financiero experto
• Wheelchair-accessible car park y toilet

Información de contacto:

Address: 4 The Old Water Mill, Lower Westford, Wellington TA21 0DJ, United Kingdom.

Phone: 1392950960.

Website: generationwealth.co.uk.

Especialidades:

Generation Wealth Limited ofrece servicios de planificación financiera personalizados, incluyendo:

• Planificación financiera
• Asesoramiento financiero
• Administración de inversiones
• Planificación para la jubilación

Otras características interesantes:

Esta empresa cuenta con un sistema de apoyo para personas con discapacidad, lo que facilita la visita de clientes con necesidades especiales.

Opiniones:

Generation Wealth Limited ha recibido opiniones muy positivas de sus clientes, quienes destacan la profesionalidad y personalidad de sus asesores financieros.

Con una media de opinión de 5/5 en Google My Business, esta empresa ha demostrado ser una opción confiable para aquellos que buscan asesoramiento financiero experto.

Media de opinión:

5/5

Palabras clave principales:

Financial planner, Planificación financiera, Asesoramiento financiero, Generation Wealth Limited, Reino Unido, Wellington, Financial advisor, Financial planning

👍 Reviews of Generation Wealth Limited

Carol L.

5/5

My finances have been looked after by Generation Wealth for many years and I have always received excellent service and advice from them. My finances continue to be in a very healthy state thanks to Sarah Ross and her friendly and efficient team. I recommend them highly.

Amanda C.

5/5

Sarah has been our advisor for the last three years and we couldn’t be more confident in her advice. She shows a genuine interest in our affairs, is very thorough and professional as well as being completely personable.
We would definitely recommend her services and those of her office team.

T T.

5/5

I have used Generation Wealth for several years and have always been impressed with Sarah's knowledge and the Team's splendid efforts to assist you. Sarah takes a genuine interest in understanding your wants and needs and having had experience of a number of financial consultants, Generation Wealth certainly stands out from the crowd.

Ewa C.

5/5

Thank you Sarah and your team for looking after my financial affairs. Financial planning can be very difficult to understand, full of complexities and of course always changing. Sarah takes the trouble to thoroughly explain everything in a very understandable way and I am very happy with the services provided.

Penny T.

5/5

Sarah Ross took over the business Generation Wealth Ltd from her father Mike Rice and has continued the excellent financial advice that my husband and I grew accustomed to over many years. I cannot recommend her and her team highly enough.

56radar

5/5

Always a pleasure meeting with Sarah Ross of Generation Wealth, the information and advice given is clear, informative and very professional. Her office communicates efficiently and the staff are always helpful. Would highly recommend.

Simon B.

5/5

Generation Wealth have made the complexities of pensions planning understandable to us, through a straightforward but robust system, helping us to make much more informed decisions.

Geoff C.

5/5

Sarah and Mike have vast experience and continue to look after all our current and future wealth planning. Meticulous detail and practical sense in an ever changing financial climate.