Ludice Wealth Management - Cheltenham

Ludice Wealth Management

Address: 2 Queens Parade, Montpellier, Cheltenham GL50 3BB, United Kingdom

Phone: 1242503500

Website: ludice.co.uk

Specialties

Financial consultant

Other points of interest

• Wheelchair-accessible car park
• Toilet

Opinions

This company has 8 reviews on Google My Business with an average opinion of 5/5.

About Ludice Wealth Management

Ludice Wealth Management is a leading financial consultancy firm based in Cheltenham, United Kingdom. The company specializes in providing personalized financial planning services to its clients, with a focus on offering creative and thoughtful solutions to meet their unique needs. Founded by Charlotte Ludice, the firm has been serving clients since 2017 and has built a strong reputation for exceptional service and support.

With a team of experienced professionals, Ludice Wealth Management offers a wide range of financial services, including investment advice, retirement planning, estate planning, and more. The company's commitment to individualized attention and personalized approaches has earned them a loyal customer base and numerous positive reviews.

One key aspect that sets Ludice Wealth Management apart is their dedication to providing a caring and thoughtful service. As mentioned in one of their reviews, "Charlotte and her team have provided exemplary service to myself and my family ever since my late father died in 2017, whose financial affairs Charlotte also supervised. Her caring, thoughtful service has been of great help and solace to our family ever since and I wouldn’t hesitate in highly recommending her to anyone who wants a personal, creative and thoughtful approach to their financial planning."

The firm's location at 2 Queens Parade, Montpellier, Cheltenham GL50 3BB, United Kingdom, offers convenient access for clients in the area. The office is equipped with wheelchair-accessible parking and restroom facilities, ensuring accessibility for all visitors.

👍 Reviews of Ludice Wealth Management

Pippa H.

5/5

Charlotte and her team have provided exemplary service to myself and my family ever since my late father died in 2017, whose financial affairs Charlotte also supervised. Her caring, thoughtful service has been of great help and solace to our family ever since and I wouldn’t hesitate in highly recommending her to anyone who wants a personal, creative and thoughtful approach to their financial planning.

Mark B.

5/5

Paul has been advising me regarding Pension planning and Savings. He is very professional and knowledgeable regarding any financial advice I require.
Paul is always available if needed I feel very lucky to have his services and expertise.

Liz R.

5/5

Paul solved any questions that I had and was very good in communicating complex mortgage terms to make it understandable. He was also extremely helpful in future planning. Paul was professional and faultless.

Alex B.

5/5

Charlotte initially helped me seamlessly move my old inflexible defined benefits pension into a more flexible, and way more useful, SIPP. Since then following her advice my fund has had above market returns. I can highly recommend Ludice Wealth Management!

Peter D.

5/5

Paul Davis is a fantastic advisor who takes the time to explain exactly what they are advising and why. Far better than some of the larger companies where service is less personal.

Emma

5/5

Paul has just completed my re-mortgage. He explained things well and I found him very personable.

Володимир ?.

5/5

Everything was amazing!
We managed to get the mortgage even though our case was quite complicated due to our visas.
And finally I am writing this review from our new house.
Thank you do much for your help!

Paula D. R.

5/5