IP Wealth Management Ltd - Ossett

IP Wealth Management Ltd: A Comprehensive Financial Planning Firm

IP Wealth Management Ltd is a renowned financial planning firm located in Ossett, Wakefield. Their address is Unit 5 Westgate Court, SilkWood Park, Ossett, WF5 9TT. You can reach them by phone at 01924200241 or visit their website at ipwmltd.co.uk.

Specializing in financial planning, IP Wealth Management Ltd has established itself as a trusted advisor for individuals seeking expert guidance on their financial journeys. They offer a wide range of services, including remortgage assistance and health insurance policy advice, among others.

The firm's commitment to customer service is evident in their wheelchair-accessible facilities, including a car park, entrance, and toilet, making it convenient for clients with mobility challenges. Additionally, they have ample toilet facilities to ensure a comfortable experience for all visitors.

Client testimonials on Google My Business highlight the firm's exceptional service. One client shared their positive experience, stating, "Received help with remortgage and new health insurance policy. Both advisors were friendly and very helpful, due to an unforeseen error by my bank, Chris had to go above and beyond to finalize a suitable deal. Very happy with my experience and recommend."

With an average opinion of 5/5, IP Wealth Management Ltd has proven to be a reliable and dedicated financial planning firm. Their expertise, customer-centric approach, and accessible facilities make them an excellent choice for those seeking financial advice.