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Lineage Wealth -

Phone: 1793433965.
Website: lineagewealth.co.uk.
Specialties: Financial planner, Service establishment.

Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

Location of Lineage Wealth

Lineage Wealth

1793433965

Lineage Wealth is a reputable financial planning and service establishment, located at the heart of Witney, United Kingdom. The company's physical address is The Barn, 153 Curbridge Road, Witney, Oxfordshire, OX28

Reviews of Lineage Wealth

Lineage Wealth -
Alanta Parsons-Brown
5/5

We met Adam back in early 2024 to discuss buying our first home. From our first appointment until completion day, he gave 10/10 service. Adam was very knowledgeable and efficient. Thank you so much for making our journey a breeze, we would highly recommend you to anyone and everyone.

Lineage Wealth -
Carey Belcher
5/5

Adam helped me and my partner with our first mortgage and was so professional and knowledgable throughout . He could answer all our questions and explained the process from start to finish, I would definitely recommend speaking to Adam

Lineage Wealth -
Ollie Webb
5/5

10/10 experience, would recommend. Adam Jelley helped me through the process of investing, making sure I completely understood all available options, then helped with deciding exactly which investments were best in my personal situation, making everything simple and easy to understand throughout. Very good results so far.

Lineage Wealth -
Callum Endicott
5/5

Adam is a dedicated and intelligent professional. His experience and outlook on things are refreshing and insightful to the point that taking his advise is a no-brainer. Would highly recommend to anyone.

Lineage Wealth -
sandra seaman
5/5

Adam helped me transfer money into a pension. He explained everything carefully and has always been on hand if I need to discuss anything.
Would highly recommend

Lineage Wealth -
Ryan Ainscow
5/5

Great service! Adam offers the most thorough and personal service for his clients. Both characteristics are vital for me regarding qualities I look for in financial advisor. Highly recommend.

Lineage Wealth -
Alex Warner
5/5

We used Adam at Lineage Wealth to get our first mortgage, everything was explained clearly and in terminology we understood (as it was all so new to us) Great communication throughout too, we would highly recommend.

Lineage Wealth -
Callum Holmes
5/5

Recently set up an account with Adam, and the whole process was very clear and I knew exactly what was going on and what my money will be doing, will definitely recommend to anyone who is looking for someone reliable open and honest to look after their money!

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