WB Wealth Ltd - London

Address: 30 Lombard St, London EC3V 9BQ, United Kingdom.
Phone: 2037467743.
Website: wbwealth.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

Location of WB Wealth Ltd

WB Wealth Ltd is a financial planning specialist located at Address: 30 Lombard St, London EC3V 9BQ, United Kingdom. The company can be reached at Phone: 203746774

Reviews of WB Wealth Ltd

WB Wealth Ltd - London
Mark Putt
5/5

Very happy with the services provided by Geoff and the team. We have regular updates which give a clear summary of my latest position, outline any decisions that need to be taken and give me confidence that things are on track.
No hesitation in recommending as an excellent financial adviser.

WB Wealth Ltd - London
Sally M
5/5

I've been using the services of Geoff for the last four years. He's been extremely helpful guiding me through investments and planning for (and taking) retirement. He keeps in regular contact and makes the process of managing my portfolio extremely easy. I can definitely recommend his services

WB Wealth Ltd - London
Tom Ungi
5/5

I have had the pleasure of working with Geoff for many years now, and I can confidently say that he is an exceptional financial adviser. His creativity and thoughtfulness have helped my family and I to achieve financial freedom and security. Geoff has partnered with us every step of the way, providing expert guidance and support as we navigate the complexities of the financial world.

What sets Geoff apart is his ability to truly understand our unique needs and goals. He takes the time to listen to our concerns and provides tailored solutions that are perfectly suited to our situation. With his help, we have been able to make smart investments and plan for retirement.

I highly recommend Geoff to anyone looking for a trustworthy and knowledgeable financial adviser. He has become a valued partner to our family, and we look forward to continuing to work with him for many years to come.

WB Wealth Ltd - London
Karen Anderson
5/5

Highly recommend Geoff as your financial advisor. I have used Geoff for a number of years now and he has been consistently very approachable and informative. He keeps in touch regularly with excellent recommendations.

I trust Geoff, he listens and explains things so that I understand.
I have many friends who have worked with him for much longer than me and all would say what a lovely person to work with.

WB Wealth Ltd - London
Richard Mikula
5/5

Been with WB Wealth for many years now, always found them helpful, reliable and honest, given me the best pensions I could ask for, like everyone I want the very best from my investment.

WB Wealth Ltd - London
shalini kusumakar
5/5

Geoff has been looking after my investments for over 5 years now. He is very clear, precise, and gives sound advice based on my situation and needs. Geoff is also readily available and responds to queries in a very timely manner. Very happy with his service.

WB Wealth Ltd - London
Tim Cowling
5/5

Geoff has built up an excellent rapport with us over the years. He d is very clear in his advice, shows great patience in answering our queries and takes time to understand our plans and objectives.

WB Wealth Ltd - London
Kathryn Bonham
5/5

I have been working with Geoff for about 4/5 years now and his guidance and patience has been amazing and educational. Geoffrey has taken the time to discuss with me my financial decisions as my life has changed from single with no kids to motherhood and future planning.
I recommend. Thanks Geoff.

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