Shenley Private Wealth - Milton Keynes

Address: Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom.
Phone: 7932625085.
Website: shenleyprivatewealth.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 37 reviews on Google My Business.
Average opinion: 5/5.

Location of Shenley Private Wealth

7932625085

Shenley Private Wealth is a financial planning firm located at Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom. They can be reached at 7932625085 and their website is shenleyprivatewealth.co.uk.

This company specializes in financial planning, and they have a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Additionally, they have toilets available and appointments are required. They have received 37 reviews on Google My Business, with an average rating of 5/5.

Shenley Private Wealth's team of experienced financial planners work closely with clients to understand their unique financial goals and develop a customized plan to help them achieve those goals. They offer a wide range of services including investment management, retirement planning, tax planning, and estate planning.

Their location in Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom is easily accessible with wheelchair-accessible facilities, making it convenient for clients with mobility issues. The appointments are required, so clients can be assured of personalized attention and service.

Their website shenleyprivatewealth.co.uk is a valuable resource for individuals seeking financial planning advice. It provides detailed information about their services, team, and approach to financial planning. The website also includes a wealth of educational resources, such as articles, guides, and calculators, to help clients make informed decisions about their financial future.

Reviews of Shenley Private Wealth

Karen Goodman

5/5

Max is great, she is friendly and reliable and she is always professional in her approach, and gives good solid financial advice.

Max has looked after our finances for many years and response quickly to any questions we might have. Would highly recommend Max.

Colin Potter

5/5

It can be very difficult when deciding on who you can trust with your life-savings; and your financial future. We had a couple of meetings with Max, and there was absolutely no pressure – just plenty of confidence-inspiring information and advice. Having taken the decision to go with Shenley Private Wealth, the quality and frequency of updates on our investments and their performance, as well as the ongoing advice, has left us in no doubt that this decision was definitely the right one. As others have commented, Max and her team are very personable, approachable, and most importantly professional; and we’ve had no hesitation in recommending Shenley Private Wealth to our friends.

Colin Goepfert

5/5

Max has been our financial advisor for the last 12 years. Over this time we have always found her to be very professional and helpful. We trust her recommendations as she understands our needs and always gives us sound advice to navigate the ups and downs of the financial market. We have had no hesitation in recommending her to others.

Kajel Doshi

5/5

Max is the only person I trust to advise and manage my finances. I genuinely feel that my family future prospects are protected and looked after, her service is priceless. She takes the time to explain all the steps and procedures she undertakes in such a way that I can understand, given that I am clueless with the world of finance this is invaluable! Thanks Max x

Bryony Jones

5/5

Max has been managing my finances for many years now. She provides sound advice and often goes above and beyond to assist with any issues arising. It is easy to discuss things with her - she explains the pros and cons clearly. I would not hesitate to recommend her.

Andrew Davis

5/5

Max has been advising me for 6 years now, and I can’t speak highly enough of her. She takes time to explain investment options , and what I should consider, and manages at the same time to simplify all the complexities!! Recommending Max to friends and work colleagues is something I have done with pleasure , and they too are delighted with the service Max offers. She has even taken time to advise my son with his investments, and I am truly grateful for that. I am very happy putting my trust on investments and pensions with Max and the team at St James.

Mike Doyle

5/5

Max has looked after our finances for over 12 years. During that time she has proved to be a friendly and reliable financial advisor who, with thoughtful consultation, continues to effectively manage our funds to secure our retirement and plans for future needs.

Always professional in her approach, she is has proved ready to 'go that extra mile' when the need arises.

We were happy to recommend her to other family members.

Alan Hickin

5/5

Max has been managing our finances for over 10 years and during that time she has provided excellent advice and tailored our financial portfolio to our specific needs. Max is efficient, knowledgeable and always contactable should you need to ask a question. Thanks Max for the excellent service you have provided over the years.