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

Practical, no nonsense advice

Fantastic practical advice about financial planning. Explained the jargon in a simple way. Really interactive techniques to support young people in learning about personal finance.

11. tammikuuta 2023
Saanut 5/5 tähteä

Fantastic

Genuinely helpful, honest, friendly and knowledgeable. Have already recommended to everyone I know.

12. tammikuuta 2023
Saanut 5/5 tähteä

A great practical approach to teaching…

A great practical approach to teaching and introducing important concepts of money in a fun and engaging way. Stacey was extremely patient and approachable with all the children, regardless of their needs and ability and inspired them to consider the life long and valuable concepts introduced in the workshop.

10. tammikuuta 2023
Saanut 5/5 tähteä

Pension taking

I recently began taking my pension, and as this was a major life change, with many financial factors in play to consider, I had many questions and choices to make. Daniel was able to provide me with excellent, expert, advice which allowed me to see clearly how my financial future needs could be met.

Before deciding on retiring I had several months of personal consideration of this decision, during which I had contacted Daniel on several occasions to verify matters and I always received sound advice on which to base my financial decisions going forward.

5. joulukuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Highly Recommended

I have been using this company for a year now and couldn’t be happier with the service that has been provided by Daniel and his team. The advice that has been given is incredibly helpful and this is a very trustworthy company to use.

9. tammikuuta 2023
Saanut 5/5 tähteä

Family inheritance has a voice

My personal advisor Luke Adams has helped me understand what is necessary to put my Money to work for my family within the limits of the liability of tax after my decease. He has talked me through the possibilities that could occur and advised me how I could leave my family their inheritance from me with the least money left to the taxman

28. marraskuuta 2022
Saanut 5/5 tähteä

Very informative

Very informative, and answered all my questions in a way I could understand.
I have every confidence in my financial advisor. Always at the end of the phone if I have any further questions and replies to my emails promptly.

24. lokakuuta 2022
Saanut 5/5 tähteä

Clear financial advise

Over a number of meetings Luke built our trust in Adams & Bowles giving clear advise and exercising great patience with our lack of financial service knowledge. This has been followed by excellent support from Stacey who has a great sense of humor too.
In addition, this business takes its social responsibility seriously too, amongst other things they run workshops for young people.

2. marraskuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Highly recommend Adams & Bowles!

Luke and Dan both offer excellent financial advise and are very knowledgeable with everything they do, I trust their advise and know I am getting a great service when I needed their help with my pension and mortgage advise. I trust their advise and they explain everything easily for me to understand, I also love the work they do for the local charities and also help advise the local schools with financial presentations! Would recommend them both to anyone who needs financial advise without any hesitation

3. marraskuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Great team

Luke and his team are so helpful, nothing seems too much trouble. It has taken me a while to find someone that I trust with my finances so thank you

15. syyskuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

Good pension advice

I found Daniel very helpful & friendly & easy to talk too. He explained everything in layman's terms so I could understand. Nothing is too much trouble even if its out of hours & is an all round top man. Been with Daniel a few years now so feel very comfortable using his services

10. heinäkuuta 2022
Oma-aloitteinen arvostelu
Saanut 5/5 tähteä

We always have the best experience

We always have the best experience with Amy, she has helped us out so much and being first time buyers she was very patient with explaining things a few times so we understood! Recently she helped us with life insurance and ensured she met our budgets but by also achieving the best policies to suit us both! Always very helpful and approachable.
We definitely recommend using this company and will be using them again in the future.

21. lokakuuta 2022
Oma-aloitteinen arvostelu

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