Polaris Wealth Management Limited - Sheffield

Polaris Wealth Management Limited is a financial planning firm located at 46 Alms Hill Rd, Sheffield S11 9RS, United Kingdom. The company's telephone number is not publicly listed, but their website is polariswealth.co.uk.

One of the primary specialties of Polaris Wealth Management Limited is financial planning. They provide a range of services to help individuals and businesses manage their finances effectively. These services may include investment management, retirement planning, tax planning, and estate planning.

The company's offices are located in a convenient and accessible location in Sheffield, with toilets available for visitors. This can be an important consideration for those who may have mobility issues or require access to facilities while visiting the offices.

Polaris Wealth Management Limited has received positive reviews from clients, with a 5/5 average rating based on 13 reviews on Google My Business. This is an indication of the high level of satisfaction among clients who have worked with the company.

When researching financial planning firms, it is important to consider a range of factors, including the firm's experience, expertise, and client satisfaction. Polaris Wealth Management Limited appears to excel in all of these areas, with a strong focus on providing personalized financial planning services tailored to the unique needs of each client.

If you are looking for a financial planner in Sheffield or the surrounding area, Polaris Wealth Management Limited is an excellent choice. Their expertise in financial planning and strong client satisfaction ratings make them a trusted partner for individuals and businesses seeking to manage their finances effectively.

To learn more about Polaris Wealth Management Limited and the services they provide, we recommend visiting their website at polariswealth.co.uk. From there, you can explore their service offerings, meet the team, and get in touch to schedule a consultation.

Overall, we highly recommend Polaris Wealth Management Limited for anyone seeking financial planning services in the Sheffield area. With their expertise, personalized approach, and strong client satisfaction ratings, they are an excellent choice for anyone looking to take control of their finances and plan for a secure financial future.

Reviews of Polaris Wealth Management Limited

Lauren Haley

5/5

Greg has been absolutely fantastic as always. 2 mortgages and 3 rounds of insurances now sorted with him. Greg is super kind and patient, communication is always excellent and I really feel like he understands what we want and need and brings us the best options for the money we have. Thank you as always Greg!

Hazel King

5/5

Greg was really helpful to us when we needed to sort out our finances before putting our property on the market. He was very knowledgeable, up-to-date with the recent budget changes, explained information clearly and had a sense of humour! Greg was generous with his time. We will definitely use his services again and can highly recommend him.

Ben Spotswood

5/5

Greg was excellent throughout the entire process of our house move. Not only was he seemingly available all hours to answer any queries we had, but his advice was always thorough and sound, often providing an additional well-informed perspective to any situation. Whilst undertaking applications for both mortgage and insurance cover, Greg talked us through every step clearly, detailing our options and providing us with comprehensive understanding of next steps in the process and how we might overcome any hurdles along the way, of which there were many. We would highly recommend Greg.

Dale Whetter

5/5

Greg guided us throughout the process of buying our first house as a mortgage adviser. He's extremely friendly approachable, knowledgeable and well organised and was a vital source of support through a challenging process. We're so glad we we went with Greg and would wholeheartedly recommend him to anyone looking for financial advice.

Richard Cooling

5/5

Greg helped us find a great deal on a mortgage during unpredictable economic times. He offered clear and comprehensive advice throughout the process, supporting us in making solid financial decisions for our future. We'd recommend Greg to anyone looking for knowledgeable advice when buying a property!

Lauren Marshall

5/5

Greg has made the whole house buying process stress free and straight forward. Something I know is not always the case! He provided clear and concise information throughout the mortgage application process and was always available if I had any queries. I wouldn’t hesitate to use him again in the future and would most certainly suggest Polaris Wealth to friends and family.

Phil Joddrell

5/5

Greg at Polaris Wealth originally supported us with a complex remortgage in 2021, and he has since advised on savings, pensions, and a potential mortgage port. We have always been very happy with the advice and services provided. Greg is knowledgeable and personable, taking the time to listen to our needs and explain his recommendations. We will continue to use his services in the future and would absolutely recommend him to others.

Gemma Ball

5/5

I was put in touch with Greg at Polaris Wealth after a long standing mortgage advisor had stopped responding. Greg helped me secure a buy to let mortgage for a newly formed limited company. The process was not simple but Greg was fantastic to work with. He is clear and concise in his guidance, very organised and a pleasure to work with. I will continue to use Polaris Wealth for the foreseeable future, and will advise my friends and family to do so!