WEALTH at work - Liverpool

Address: 5 St Paul's Square, Liverpool L3 9SJ, United Kingdom.
Phone: 8002346880.
Website: wealthatwork.co.uk
Specialties: Financial institution.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 3.3/5.

📌 Location of WEALTH at work

WEALTH at work 5 St Paul's Square, Liverpool L3 9SJ, United Kingdom

☎️8002346880

⏰ Open Hours of WEALTH at work

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

WEALTH at work

WEALTH at work is a renowned financial institution located at 5 St Paul's Square, Liverpool L3 9SJ, United Kingdom. The company specializes in providing comprehensive financial services to its clients. One of the key features of this institution is its wheelchair-accessible car park and entrance, making it an inclusive space for all visitors.

The company has received mixed reviews, with an average rating of 3.3 out of 5 stars on Google My Business. This indicates that while some customers have had positive experiences, others may have encountered issues or dissatisfaction with the services provided. Despite this, WEALTH at work remains a prominent player in the financial sector.

For those seeking financial advice or services, WEALTH at work offers a range of options to cater to individual needs. Their expertise in financial matters, coupled with their commitment to accessibility, sets them apart from other institutions in the area. If you are in need of financial guidance or assistance, it may be worth exploring the services offered by WEALTH at work.

For more information or to schedule an appointment, you can contact WEALTH at work via phone at 8002346880 or visit their website at wealthatwork.co.uk.

Key Features:

Financial institution
Wheelchair-accessible car park
Wheelchair-accessible entrance

Other Points of Interest:

15 reviews on Google My Business
Average opinion rating: 3.3/5

👍 Reviews of WEALTH at work

wendy W.

1/5

Had a meeting with an advisor on the back of a recommendation by my former employer. Huge waste of time, the advisor couldn't seem to get his head around someone who is self-employed and aiming for a 'phased' retirement rather than a single date. Said he'd send through a report & some links to relevant products/resources, but nothing ever arrived. I couldn't recommend them as they didn't really do anything for me at all.

Stephen M.

1/5

Appalling. Atrocious company to deal with and very unprofessional. My mothers money was trusted to them to look after after she was given a terminal diagnosis. They did not advise her correctly before her passing regarding keeping money/assets aside for inheritance tax purposes etc. Refused to pay the inheritance tax amount out of the sum of HER money that they kept. Took an incredible length of time and a lot of chasing to finally get the money from them. Would strongly avoid using this company.

Steve B.

1/5

Absolutely shocking!
We invested £20,000 into my wife’s ISA which they invested it into mine by mistake.
Their blasé attitude towards THEIR mistake was appalling, stating that we had a joint account so it didn't matter! (We didn't have a joint account and it did matter)
After constant phone calls to them, it took nearly 5 months to transfer the money out....... plus they managed to make a loss despite the financial market doing well.
Still awaiting a response after complaining.
Wouldn't touch them with a barge pole
Only gave 1 star as it would let me give it zero

Dave B.

5/5

I have used their services before and since retiring. I have been very pleased with the returns and when withdrawing funds customer service has been spot on. The advisors have been particularly helpful.