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

Luke is great

Luke is great. When I first met him I told him that he had to make money interesting for me - he has fulfilled his brief!
Luke is very personable and explains everything properly.
Would recommend!

3. toukokuuta 2023
Saanut 5/5 tähteä

Getting your finances in order

A few years ago Luke came around and sorted out our pension and included a critical illness cover which we thought we would never need BUT sadly I was diagnosed with cancer and it has paid out to give me the financial security I may need in the future.
I would definitely recommend Luke and definitely recommend taking out critical
Illness cover, as I thought at the time we would never need it and how wrong was I?!
Luke is professional and thinks outside the box of things that could happen and also the future which some of us don’t want to think about but unfortunately we all get old and die at some point and we should have our finances in order so our families aren’t left with that burden.

3. toukokuuta 2023
Saanut 5/5 tähteä

My contact from Adams & Bowles Wealth Management

My contact from Adams & Bowles. Amy Bowles, is a
delightful person, who is very professional but at the same time friendly. Amy helped me feel confident that she was the right person to advise and take me through the process of moving my pension to investments that are right for me at my time in life.

25. huhtikuuta 2023
Saanut 5/5 tähteä

Very Professional

Daniel was very thorough, in our meetings, with his explanations of my options and the suggestions for my investments.
Follow up from the office team has been excellent too.

19. huhtikuuta 2023
Saanut 5/5 tähteä

Clear and concise advice from Luke…

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 details and made sure everything worked and was understood. Though I could have navigated this myself I know that many struggle with these things and this call would be pure gold to them. Very nice, and much appreciated, extension to the service received.

10. huhtikuuta 2023
Saanut 5/5 tähteä

I recommend Adams & Bowles Wealth Management Ltd

I feel reassured to have found the services of Adams & Bowles Wealth Management Ltd; specifically, to have met Amy Bowles, who has provided me with professional and helpful/friendly guidance. She is an attentive communicator (without pressure) and has made it less stressful for me to make decisions. Olivia was also professional and pleasant when I spoke to her.

13. huhtikuuta 2023
Saanut 4/5 tähteä

Becoming a Adams & Bowles Wealth Management Ltd Client

I had a good experience with Adam & Bowles Wealth Management Ltd. They were very helpful in the process of becoming their client and of the transfer of my assets to them. They explained the full implications and what was involved and how they would manage my assets. The transfer to them took quite some time but they were always available if I had any questions.

16. huhtikuuta 2023
Saanut 5/5 tähteä

Great Service

Daniel was friendly very helpful and explained everything fully and in a way which was easily understandable.
Follow up conversations with Daniel and also Liv have been spot on.
I would highly recommend.

17. huhtikuuta 2023
Saanut 4/5 tähteä

Helen

I was very nervous about investing, but Luke Adams put me at ease and explained everything well and very knowledgeable and glad I found this company and have him to guide me through a very complex financial decisions.

2. huhtikuuta 2023
Saanut 5/5 tähteä

An annual review

I met with this company today to have an annual review with my advisor. The meeting was structured and we went through various aspects of my current portfolio and discussed objectives of the coming year. I have valued the input and support I have had from this company over the years. I would have no hesitation in recommending them as a financial service. Thank you to all the staff.

3. huhtikuuta 2023
Saanut 5/5 tähteä

Professional and reliable

I have found the company to be extremely professional, trustworthy and reliable, they put me at ease throughout quite a stressful situation and explained things to me in a simple and easy manner. I would highly recommend them

15. joulukuuta 2022

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