Wiltshire Wealth - Bradford-on-Avon

Address: 9 Silver St, Bradford-on-Avon BA15 1JY, United Kingdom.
Phone: 1225699790.
Website: wiltshirewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Wiltshire Wealth

☎️1225699790

⏰ Open Hours of Wiltshire Wealth

Monday: 8:30 AM–6 PM
Tuesday: 8:30 AM–6 PM
Wednesday: 8:30 AM–6 PM
Thursday: 8:30 AM–6 PM
Friday: 8:30 AM–6 PM
Saturday: Closed
Sunday: Closed

Wiltshire Wealth: Un Destino Confiable para tus Asuntos Financieros

Ubicación

Wiltshire Wealth se encuentra ubicado en 9 Silver St, Bradford-on-Avon BA15 1JY, United Kingdom, lo que la convierte en un destino accesible para aquellos que buscan asesoramiento financiero de alta calidad en el corazón del Reino Unido.

Características y Especialidades

Wiltshire Wealth se destaca por su enfoque en la planificación financiera y ofrece servicios personalizados a través de su equipo de expertos. Sus especialidades incluyen la creación de planes financieros personalizados, gestión de inversiones y asesoramiento sobre pensiones. Lo que los distingue es su enfoque en proporcionar soluciones claras y actionable, asegurándose de que sus clientes estén bien informados y preparados para tomar decisiones financieras inteligentes.

Características y Accesibilidad

La empresa se esfuerza por ser accesible para todos, ya que cuenta con una entrada y un estacionamiento de vehículos con ruedas de apoyo, asientos y baños accesibles. Esto garantiza que sea un lugar acogedor y cómodo para visitar.

Opiniones y Credibilidad

Con 31 opiniones en Google My Business, Wiltshire Wealth ha demostrado ser una empresa confiable y respetada en la comunidad financiera. Sus clientes han destacado la calidez y la paciencia de su asesor, que les ha ayudado a superar las complejidades financieras con confianza.

Un Aspecto Distinto

Lo que realmente destaca a Wiltshire Wealth es su enfoque en la comunicación y la educación. Su asesor, Dan, es conocido por su estilo de comunicación calmado y claro, que hace que los temas financieros no sean tan intimidantes. Su capacidad para explicar conceptos complejos de manera sencilla y su compromiso con la transparencia y la honestidad han ganado la confianza de sus clientes.

Una Recomendación Final

Si estás buscando un asesor financiero confiable y experto que pueda ayudarte a alcanzar tus objetivos financieros, Wiltshire Wealth es la opción ideal. Con su enfoque en la planificación financiera personalizada y su compromiso con la accesibilidad y la educación, son un destino que no debes perder. Visita su página web en wiltshirewealth.com para obtener más información y programar una cita con Dan o su equipo. No dudes en contactarlos hoy mismo y empecemos a trabajar juntos para construir un futuro financiero más próspero

👍 Reviews of Wiltshire Wealth

Sam C.

5/5

Dan was introduced to us via a wok colleague and he has been exceptional to deal with. His knowledge and reassuring style of communication has made discussing complicated financial decisions much less daunting than we expected.
Dan is continuing to work with us on our investments and pensions and I'm already recommending his services to friends and family.

Phil F.

5/5

Dan's advice is a mix of patience, clarity and actionable insights. Within minutes his calm approach sparks that most elusive of advisor qualities; trustworthiness. He has it in spades, along with ideas and a deep, and wide, knowledge base.

LJ W.

5/5

I went into Wiltshire Wealth yesterday - Daniel was very insightful and personable. I would recommend to anyone interested in WW's services.

jenny M.

5/5

I have just been for my first meeting with Daniel. I was so impressed by his clarity and integrity. I wish to goodness that I had come across him any years ago. He is very knowledgeable and made it all the information accessible for me. I left feeling more organised and with a much clearer vision. What a brilliant young man.
Jenny Mosley at Positive Press Ltd

Martin K.

5/5

I am really pleased in my dealings with Wiltshire Wealth and can recommend them as a trustworthy Financial Services company.

Dan has given me some excellent advice regarding my own investments to the extent that I will not hesitate in passing his contact details to friends and family who are in need of a really capable financial services company.

It is also worth mentioning that Dan as a qualified Actuary is more than capable in understanding the intricacies of financial investments and the life assurance business in general.

Steven L.

5/5

Popped into to see Dan last week to chat through my retirement plans. Basically wanted to build up a pension pot and some savings that would keeping the wife and I ticking over into our old age, whilst having having something to leave to the kids. Dan was easy to chat to. His ability to cut through the jargon and outline a whole suite of options in simple terms was a godsend - which is no mean feat when so many websites linked to finance, investment and tax is littered with jargon and abbreviations! All in all very happy with his advice and would recommend.

Thomas B.

5/5

Daniel helped us out with certifying a number of documents for a house move. He was very generous with his time and advice. He was easy company, and has excellent taste in poetry.

Pete D.

5/5

Daniel was recommended to us for his personable and thorough approach, and that is certainly the case. We have received advice for various insurances, income protection and pension transfers. Dan was particularly considerate of our request to look at ethical providers and explained detailed illustrations with ease and clarity. We will continue to work with Dan for years to come.