Willingale Wealth Management Ltd - Broadstone

Address: 24 Ashwood Dr, Broadstone, Poole, Broadstone BH18 8LN, United Kingdom.
Phone: 1202692590.
Website: willingalewealthmanagement.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Willingale Wealth Management Ltd

Willingale Wealth Management Ltd 24 Ashwood Dr, Broadstone, Poole, Broadstone BH18 8LN, United Kingdom

☎️1202692590

⏰ Open Hours of Willingale Wealth Management Ltd

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

Willingale Wealth Management Ltd

Willingale Wealth Management Ltd, located at 24 Ashwood Dr, Broadstone, Poole, Broadstone BH18 8LN, United Kingdom, is a reputable financial planning firm with a strong focus on providing exceptional service to its clients. With a specialization in financial planning, the company has proven its expertise in helping individuals and families achieve their financial goals.

The company is committed to ensuring a comfortable and accessible environment for all visitors, with wheelchair-accessible facilities such as parking and toilets on the premises. This attention to detail and client-centric approach has earned Willingale Wealth Management Ltd numerous positive reviews, reflecting their dedication to customer satisfaction.

With an average rating of 5 out of 5 stars based on 15 reviews on Google My Business, the company has consistently demonstrated its ability to deliver high-quality financial planning services. Reviews often highlight the exceptional knowledge and communication skills of their advisors, such as Innes, who has been praised for his assistance with mortgage planning and clear, easy-to-understand information provided throughout the process.

For those seeking a reliable and knowledgeable financial planning firm, Willingale Wealth Management Ltd is an excellent choice. Their commitment to accessibility, exceptional service, and client satisfaction sets them apart in the industry. With a strong track record and dedicated team, Willingale Wealth Management Ltd is well-positioned to help individuals and families navigate their financial journey with confidence.

Key Information

Address: 24 Ashwood Dr, Broadstone, Poole, Broadstone BH18 8LN, United Kingdom
Phone: 1202692590
Website: willingalewealthmanagement.co.uk
Specialties: Financial planner
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet

👍 Reviews of Willingale Wealth Management Ltd

Willingale Wealth Management Ltd - Broadstone

Tim W.

5/5

Innes has been amazing. He helped us get a new mortgage for our recent house purchase. His knowledge and communication is excellent. We were kept up to date throughout the whole process and received clear and easy to understand information.

We would definitely recommend using Innes and will be using him again in the future without hesitation.

Many thanks again.

Tim and Charlie

Scott M.

5/5

Innes has been great arranging our mortgage on our recent house purchase - we simply couldn't have got the same deal without him. Due to difficult vendors, transactions fell through and the property being purchased changed...twice! But Innes supported us throughout and submitted the various applications, extensions and amendments required to get the deal done. We couldn't be happier. Thanks!

Tristan

5/5

As a first time buyer I was clueless with mortgage applications. I'm very grateful and pleased with the services Innes provided - he took care of everything, and was on hand at every turn. I've come away with a great mortgage deal, and a clear understanding of the process. I would highly recommend Willingale Wealth Management.

Ed D.

5/5

Innes is by far the most professional and methodical mortgage broker I have had the pleasure working with. He secured my personal mortgage without any issue and the process was smooth and swift from start to finish. I would give you 10 stars if I could. Thanks Innes

Justine F.

5/5

Innes and John helped secure us our mortgage for our house purchase. We couldn't have asked for anything more; they were exceptionally helpful, responsive and proactive. Even with the crisis going on around us they never hesitated to pick up the phone and walk us through things where needed, and made sure everything was in place when it needed to be.
Everything went very smoothly for a quick purchase and I can't recommend WWM highly enough.
Thank you!

Marcus D.

5/5

Innes was fantastic with our first mortgage as naive first-time buyers, he kindly took us through what was required and what we could afford and answered all our questions along the way. Would highly recommend.

Thomas B.

5/5

Willingale Wealth Management helped me secure my mortgage whilst being very professional with a friendly approach. The detail and explanation to the process was to the highest standard, he regularly kept me informed and up to date with progression. I have recommended him to friends and colleagues who were grateful to my suggestion.

Joe H.

5/5

Innes is an absolute pleasure to work with - he has helped significantly securing our mortgage and also life cover. Would absolutely recommend to anyone looking to secure a mortgage & looking to invest!