The Wealth Manager - Financial Adviser - Laurence Gould and Kealy Ball - Harlow

About The Wealth Manager: Laurence Gould and Kealy Ball

Located in the quaint area of Lynfield, Harlow Road, Roydon, Harlow CM19 5HH, United Kingdom, The Wealth Manager, spearheaded by Laurence Gould and Kealy Ball, stands out as a beacon of financial wisdom and guidance. Their office address is 3330115550, offering both telephone and online consultation options for those preferring the convenience of digital communication or the face-to-face interaction of in-person services.

Specialties and Services

Laurence Gould and Kealy Ball specialize in financial consulting, with a keen focus on financial consultation. Their expertise ensures that clients navigate the often complex world of finance with confidence and clarity. Their services extend beyond traditional advisory, offering online appointments and on-site services, making financial planning accessible to everyone, including those with mobility challenges, thanks to their wheelchair-accessible car park and facilities.

Customer Experience and Accessibility

Customers rave about the personalized attention and ease of communication provided by Laurence and Kealy. With 5-star average opinions on Google My Business, the testimonials speak volumes about their ability to explain financial concepts in an understandable language, showing patience and a good command of communication. This is further enhanced by their wheelchair-accessible toilet, ensuring a comfortable experience for all clients.

Contact Information and Online Presence

For those seeking financial advice, reaching out to The Wealth Manager is straightforward. Their website, thewealthmanager.co.uk, serves as a gateway to understanding their services better and scheduling a consultation. Whether you prefer the convenience of an online appointment or the reassurance of meeting in person, The Wealth Manager is equipped to accommodate your needs.

Recommendation

Given the positive feedback and the comprehensive financial advisory services offered, it's highly recommended that anyone looking to enhance their financial well-being get in touch with The Wealth Manager. Laurence Gould and Kealy Ball not only provide expert financial guidance but also prioritize accessibility and customer comfort. Their dedication to understanding each client's unique financial situation and offering tailored advice makes them an invaluable resource. Visit their website today to schedule your consultation and take the first step towards achieving your financial goals. Remember, financial success doesn't have to be a daunting journey; with the right guidance, it can be a fulfilling and achievable path.

👍 Reviews of The Wealth Manager - Financial Adviser - Laurence Gould and Kealy Ball

Frances M.

5/5

Laurence has helped me with my finances for well over 10 years. He explains things to me in a language I can understand, is very patient and helpful. He is also easy to contact and a good communicator.

Kevin N.

5/5

I was contacted by my original pension provider in numerous occasions to explain that I would be entitled to a bonus if I chose to transfer my pension to another provider.

I was also informed by my original pension provider that I wouldn’t have the facility to make partial withdrawals on the fund.

Both of these points made me consider that it could be beneficial to transfer my pension. So I decided to book a couple of appointments with Financial Advisors.

The first advisor that I met was very keen for me to sign on the bottom line at the closure of the very first meeting. This made me decide there and then that I didn’t want to entrust 30 years of savings to this person only after meeting him for an hour or so.

I then arranged another meeting with the financial advisor Kealy Ball. I felt instinctively that Kealy took a far less pressured approach, and throughout the process was continually checking that I was happy and understood the process and that I could change my mind at any point if I chose to do so.

From the outset this made me feel that I could trust my 30 years of savings with Kealy, she has explained on many occasions that the fund can increase and decrease and that this is the nature of these funds.

I was also looking for a financial advisor that is accessible, and Kealy has proved that on many occasions.

I was looking for a fund that I can access and monitor easily so I can make a judgment on my contributions into the fund.

I also wanted a fund that at the time in the future when I want to make ad hoc withdrawals and keep the remainder invested, that I have that facility without being penalised and Kealy has provided that for me.

The fact that this fund has made good progress in these early days is encouraging too.

Thank you Kealy

chris R.

5/5

My wife and I have found Laurence an good person to deal with and his advice to be easy to understand.

Lynn R.

5/5

Fantastic service - really helpful and very sound financial advice

David W.

5/5