Highclere Wealth - Financial Advisers, Newbury - Newbury

Address: 7 Lower Woodspeen Court, Newbury RG20 8BL, United Kingdom.
Phone: 163542328.
Website: highclerewealth.com
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, On-site parking.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Highclere Wealth - Financial Advisers, Newbury

Highclere Wealth - Financial Advisers, Newbury 7 Lower Woodspeen Court, Newbury RG20 8BL, United Kingdom

☎️163542328

⏰ Open Hours of Highclere Wealth - Financial Advisers, Newbury

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

Highclere Wealth - Financial Advisers, Newbury

Highclere Wealth is a reputable financial advisory firm located in Newbury, United Kingdom. With their headquarters at 7 Lower Woodspeen Court, Newbury RG20 8BL, they offer a wide range of financial services to their clients. You can reach them by phone at 163542328 or visit their website at highclerewealth.com.

Specialties

Financial consultant
Financial planner
Investment service

Other Points of Interest

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet
Appointment required
Appointments recommended
On-site parking

With an impressive average review rating of 5/5 based on 9 reviews on Google My Business, Highclere Wealth has earned a strong reputation for providing exceptional financial advice and services. Their commitment to customer satisfaction is evident in their personalized approach, as seen in the following excerpt from a satisfied client:

"Deane and David have been looking after our pensions and investments for a good few years now. We really appreciate how accessible they are and how they keep up with our rapidly changing plans. They strike a good balance between clear, sensible advice with some good humour, which helps when discussing such matters. Their compliance procedures are reassuringly robust and their support team provide an efficient service. Very happy."

At Highclere Wealth, their team of experienced financial consultants and planners work closely with clients to develop tailored solutions that address their unique financial needs and goals. Whether you're seeking guidance on pension planning, investment strategies, or general financial advice, their knowledgeable staff is well-equipped to assist you.

In addition to their comprehensive services, Highclere Wealth strives to make their office accessible to all clients. They offer wheelchair-friendly facilities, including a wheelchair-accessible car park, entrance, and toilet, ensuring that everyone can access their services with ease.

To schedule an appointment, it's recommended to book online or call ahead, as on-site parking is available. With their dedication to excellence, expertise, and customer satisfaction, Highclere Wealth is an excellent choice for anyone seeking reliable financial advice and services in Newbury and the surrounding areas.

👍 Reviews of Highclere Wealth - Financial Advisers, Newbury

Highclere Wealth - Financial Advisers, Newbury - Newbury

Matthew C.

5/5

Deane and David have been looking after our pensions and investments for a good few years now. We really appreciate how accessible they are and how they keep up with our rapidly changing plans. They strike a good balance between clear, sensible advice with some good humour, which helps when discussing such matters. Their compliance procedures are reassuringly robust and their support team provide an efficient service. Very happy.

Andy F.

5/5

Deane & David at Highclere Wealth continuously provide excellent feedback on portfolio progress. I enjoy the periodic opportunity to simply take a moment to re-evaluate my financial position, next steps on life’s journey and optionality around any investment changes needed. Delighted to have moved part of my pension funds across many years back now and will complete that pension transfer upon my retirement (whenever that may be !).

Maryanna R.

5/5

Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and encourages confidence.

I have felt comfortable at their offices as the team has been welcoming in pleasant surroundings.

Richard S.

5/5

Highclere Wealth has been been providing really excellent financial planning advice to my wife and I for a number of years. This has included the transition from full employment through to retirement (and beyond). Very happy with the level of service HW provides and a big thanks to Deane Anderson, David Lewis and the team in Newbury.

John B.

5/5

I have been with Highclere Wealth for many years and cannot recommend them highly enough. They have always given wise, helpful advice and have taken a close interest in my financial welfare. Deane and his team are scrupulously honest and I have recommended them to my family and friends. They are simply the best.

Aaron W.

5/5

I've always felt pretty knowledgeable about what I can do with my finances and honestly enjoyed that its been me that has found the answers to what I should be doing with our finances next. However, once I sat with Deane and Max and discussed what our goals towards retirement were and where we currently have our money invested, my mind was blown with the opportunities to go and how we could diversify where we felt most happy. On reflection, I should have spoken to them much sooner.

Trudy R.

5/5

Deane and the team have always provided a first class service for my clients. There is a wealth of knowledge with practicality and the human touch which gives great customer service every time. I can only recommend if I'm confident in the provider and I'm confident in Highclere Wealth.

Victoria H.

5/5

Max at Highclere Wealth has been incredibly helpful and patient when explaining matters. I trust his advice and expertise completely. Would recommend to all.