Adams & Bowles Wealth Management Ltd Arvostelua 

77
•
TrustScore 5/5 tähteä

4,9

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Katso, mitä arvostelun kirjoittajat sanovat

Saanut 5/5 tähteä

I am a novice when it comes to investing so when I was recommended Adams & Bowles I hoped to be getting good advice on investing money I had recently inherited. Thankfully I had all that and more wit... Näytä lisää

Saanut 5/5 tähteä

Clear and concise advice from Luke Adams. Have yet to see how my fund performs. Particularly impressed with follow up call from Olivia, who went through set up of on-line account, ran through all deta... Näytä lisää

Saanut 5/5 tähteä

We needed to sort out our personal pensions, & we couldn't be more pleased that we decided on Adams and Bowles. Right from the start, Luke has been really friendly, helpful & supportive, as have other... Näytä lisää

Saanut 5/5 tähteä

Daniel approached me about 10 years ago with a couple of small pensions that I wasn’t even aware that I had and has transformed my financial landscape with his expert management of the funds. The va... Näytä lisää

Yrityksen tiedot

  1. Talouskonsultti
  2. ja myös
  3. Rahoitussuunnittelija

Tietoja yrityksestä Adams & Bowles Wealth Management Ltd

Yrityksen kirjoittama

The financial world we now live in is ever changing and more complex than ever before. The need for bespoke face to face financial advice to enhance and protect your wealth has never been more important than it is today. Despite all of this, regular advice is not easily accessible to the public, as the majority of financial services providers offering personal advice has drastically reduced over the years. This means that many people are simply unable to benefit from professional financial planning.

Here at Adams & Bowles Wealth Management Ltd this is a service that we pride ourselves on. We do this by building strong, long lasting relationships with each client, putting their needs and requirements at the heart of everything we do. We very carefully consider each individual’s goals and aspirations, allowing us to provide professional tailor made solutions.

We are able to offer a no obligation, comprehensive financial review of your circumstances, which would include: Retirement Planning, Investment Planning, Referral to Specialist banking and lending, Specialist cash management services, Mortgages, Personal Protection, Including Life & Critical Illness Cover, Business Protection Including Key Man Insurance, Inheritance Tax & Estate Planning

Working as a Partner Practice of St. James's Place, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of a FTSE 100 company.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Partner Practice is an Appointed Representative of and represents only St.James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St.James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St.James's Place representatives.


Yhteystiedot

4,9

Erinomainen

TrustScore 5/5 tähteä

77 arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

Ei viimeaikaisia arvostelupyyntöjä

Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja viime aikoina, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa

Kuinka tämä yritys käyttää Trustpilotia

Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.

4,9

Kaikki arvostelut

(77)

3 arvostelua kuluneen 12 kuukauden aikana

Kirjoita arvostelu
Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

Amy Bowles - Financial Advice

I am a novice when it comes to investing so when I was recommended Adams & Bowles I hoped to be getting good advice on investing money I had recently inherited. Thankfully I had all that and more with Amy Bowles who guided me gently explaining each step. Amy was personable and I felt informed and comfortable with my decision making. I would highly recommend.

23. tammikuuta 2026
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Sound financial advice and assistance

I'm not a natural financial investor but knew that I needed help and advice to make the most of the pension and savings that I had built up over my career. Luke and Adams & Bowles have provided that and I greatly value the help and guidance they have given me since I approached them. Should have done it years earlier!

18. syyskuuta 2025
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Trust the experts!

Daniel approached me about 10 years ago with a couple of small pensions that I wasn’t even aware that I had and has transformed my financial landscape with his expert management of the funds. The value has more than quadrupled in that time period.and I have played no part in it except to trust in him implicitly.
A fantastic advert for his now own business and a magician with his investment advice.
Couldn’t be more pleased!!!

6. maaliskuuta 2025
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

I have known Luke for a number of…

I have known Luke for a number of years, Luke has been looking after my investments, I've seen the figures steadily increasing during the ups and downs of the financial markets.
I have found Luke to be friendly and supportive, he will explain the details in a simple form if I need more information. I would recommend Adams and Bowles to anyone thinking of investing their savings.

22. huhtikuuta 2024
Saanut 5/5 tähteä

Wealth account set up

Had a great experience with Liv this morning who made setting up my account so easy. She went through each step at a time and once set up showed me each tab content and how to use.
For an IT novice super easy. Thank you

19. lokakuuta 2023
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Brilliant experience for kids and staff

Stacey was brilliant to communicate with and was fantastic with our school kids across both primary and secondary ages. The support and education you have given our students has been brilliant. Staff have also got so much from the wealth management workshops. Thank you

18. heinäkuuta 2023
Saanut 4/5 tähteä

Reviewing options

Luke visited and went through my financial position and the options for dealing with a number of pensions accumulated over my career. Non-pension funds were also discussed and recommendations made. I have clearer view of my finances now and time will tell how the new arrangements work.

16. helmikuuta 2023
Saanut 5/5 tähteä

Very professional and expert service

Very professional and expert service, listening to your detailed wants and need before taking me through the various options. Not pushy and very personal advice. Cant recommend Adams and Bowles enough.

29. kesäkuuta 2023
Saanut 5/5 tähteä

Excellent Mortgage Service

My mortgage was up for renewal and I needed help. Amy was fantastic, explained everything perfectly and the turnaround was super quick. All is sorted and Im very happy. 100% recommend

25. kesäkuuta 2023
Saanut 5/5 tähteä

Timeliness and professionalism…

Timeliness and professionalism demonstrated by the representative Amy Bowles.
In-depth knowledge and effective communication in simple and straightforward language to the uninitiated.
Polite, cordial and having a lot of patience in addressing client's issues needing clarification.

20. kesäkuuta 2023
Saanut 5/5 tähteä

friendly staff

friendly staff and making appointment's to fit in with daily schedule and left feeling that staff no you personally

23. toukokuuta 2023
Saanut 5/5 tähteä

Great friendly Advise

Great friendly, Honest advice on my investment. Excellent feedback on how my account is performing and updates on any information I need to know which gives me confidence going forward.

21. toukokuuta 2023
Saanut 5/5 tähteä

Helpful

I have been so pleased with the advice and general support offered by the whole team, completely down to earth and relatable in an area where many of us feel a bit out of our depth.

17. toukokuuta 2023
Saanut 5/5 tähteä

Dealing with the company is just a pleasure

I really couldn't recommend Adam & Bowles wealth management company highly enough. As an individual investor, trying to grow a small financial pot of private savings for my family, the insight and support I receive from Luke Adams and his team has been invaluable. They have provided realistic advice, in simple language, with exceptional customer support. No question I have is ever made to feel unimportant, and the patience of the team is second only to their warmth and approachability. In the current difficult financial market, having their support on hand has been amazing - I am not a financial expert but my knowledge has grown alongside my relationship with Adam & Bowles. Lastly their technology platforms are super user friendly and communication is clear and totally on point - no bombardment of coms - just clear and necessary emails. They make it easy and demystify the whole investment industry - which makes investing easy, accessible and understandable for anyone. Dealing with the company is just a pleasure.

14. toukokuuta 2023
Saanut 5/5 tähteä

My experience

Very happy with all the service and help i got. Especially the help from Amy. Thank you.

10. toukokuuta 2023

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