Sandycross Wealth Management LLP - Heathfield

Address: Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR, United Kingdom.
Phone: 1435869010.
Website: sandycrosswealth.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sandycross Wealth Management LLP

☎️1435869010

⏰ Open Hours of Sandycross Wealth Management LLP

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–3 PM
Saturday: Closed
Sunday: Closed

Sandycross Wealth Management LLP: A Comprehensive Overview

Address: Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR, United Kingdom

Phone: 1435869010

Website: sandycrosswealth.co.uk

Specialties:

Financial planner
Financial consultant

Other points of interest:

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet
Toilet

Opinions and Average Rating:

This company has 10 reviews on Google My Business, with an impressive average rating of 5/5.

Sandycross Wealth Management LLP, located in Heathfield, United Kingdom, is a reputable financial services firm that offers comprehensive financial planning and consulting services. The company's commitment to excellence and personalized service has earned them a loyal client base and a stellar reputation in the industry.

With a team of experienced and knowledgeable professionals, Sandycross Wealth Management LLP provides a wide range of services, including investment management, retirement planning, and tax planning. The company's focus on understanding each client's unique financial situation and goals allows them to develop tailored strategies that cater to their specific needs.

The firm's state-of-the-art facilities are designed to accommodate clients with disabilities, ensuring that everyone can access their services comfortably. In addition, Sandycross Wealth Management LLP offers online appointments for added convenience.

One notable aspect of Sandycross Wealth Management LLP is their exceptional customer service. Clients often praise the company's dedication to maintaining open lines of communication and promptly addressing any concerns or questions. Many clients have also expressed their appreciation for the personal touch and friendly atmosphere that the firm provides.

Based on the company's impressive track record, state-of-the-art facilities, and exceptional customer service, it is highly recommended for anyone seeking a reliable and knowledgeable financial planning and consulting firm. To learn more or schedule an appointment, visit their website or contact them directly using the information provided above.

For those considering Sandycross Wealth Management LLP, we highly encourage you to take advantage of their online appointment system to schedule a consultation at your convenience. Their website offers comprehensive information about their services, team, and client testimonials, which can help you make an informed decision about your financial future.

👍 Reviews of Sandycross Wealth Management LLP

Sandycross Wealth Management LLP - Heathfield

Alan H.

5/5

I became a client of Sandycross Wealth Management approx 6 years ago. I arranged transfer of investments and this went very smoothly. Far more detailed advise was provided than I had received previously. Taxation & long term benefits were discussed in depth. Meetings are very social, Mark has become a good friend. Nothing is ever to much trouble, withdrawals are handled promptly. Communication levels are 5 star. I am very happy to be able to recommend Sandycross Wealth Management as true professionals.

Peter B.

5/5

My wife and I have been clients of Sandycross Wealth Management for several years. They have helped us de-risk our investments and prepare, financially, for retirement. We have always found them to be very responsive to phone and email communications. They have been extremely good at explaining the pros and cons of different types of investments and have been very easy to deal with.
Overall we have been very pleased with the service that we have received.

Len W.

5/5

We have been using Sandycross wealth management for some 8 years now.
Mark and his excellent team have always shown us a very professional level of service.
The response time is always faultless which we feel is equally as important as the recommended investment vehicles. We would always highly recommend.

Peter G.

5/5

I have been a Client of Sandycross for about 10 years now and have found them responsive to the financial market with up to the minute advice. I have been a pensioner for 4 years and heeding their advice my investments have allowed me to be financially secure to enjoy my own time! I have no hesitation in recommending them as a Financial Advising service

Joanna R.

5/5

I have been a client of Sandy Cross since 2013 when I decided it was time to get all my pension affairs in order so that I could plan for my retirement. Mark and the team provide a first class service. They always respond to any enquiries or requests very quickly and are knowledgable and friendly. I am quite sure that, without their expertise and advice, I would not be in such a good position as I am now. I have no hesitation in recommending their service.

Ian B.

5/5

We're the 'new kids on the block' having only moved across to Sandycross in 2019 but in the short time they have been providing investment guidance we have been mightily impressed. The whole team are highly professional in their approach, and Joanna Coughlan has worked hard to streamline and rationalise our pension and ISA funds, with all related transfers being handled very efficiently. She has been most helpful and thorough with her investment advice. Nothing has been too much trouble.

Nicholas L.

5/5

We’ve been with them for a few years now, and every step of the way has been made easy for us. They are lovely people to talk to.

The investment and pension advice has been perfect too. If we could add more stars we’d award them.

Malcolm H.

5/5

If your looking for really good financial advice I can really recommend Sandycross They give such honest clear advise and Mark is so professional in his approach and makes it really easy to understand.
Many thanks
Malcolm.