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Contractor Wealth 評論

已評價
出色
服務
4.8
/5

5

4

3

2

1

4

1

0

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5

過去一年 則評價

顯示全部312則評論
可信賴顧客
2 months ago
交易日期: 15/07/2024
Very professional, do what they say, very efficient, provided clear advise all the way through the process.
AN
Anna
5 months ago
交易日期: 11/10/2023
Anna說了有關 Contractor Wealth:
Excellent service and financial advice. I highly recommend for all contractors. Great support regarding pension and ISA transfer, as well as long-term financial planning.
DC
Dylan Clark
7 months ago
交易日期: 26/01/2024
Dylan Clark說了有關 Contractor Wealth:
David has been extremely helpful for someone like myself who wasn't very clued up on the detail. The way in which he is able to explain items which I usually just ignored, as it seemed too complicated
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可信賴顧客
10 months ago
交易日期: 30/10/2023
Thorough in the details, helped answer my questions. Understood my needs, therefore was able to provide a product that suited my requirements. Although the documents were incredibly long and daunting
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JW
Jordan Webster
11 months ago
交易日期: 29/09/2023
Jordan Webster說了有關 Contractor Wealth:
Great service. David was super personable and informative. Simplified a previously very confusing topic. Would recommend!
可信賴顧客
1 year ago
交易日期: 22/05/2023
David was lovely and patient in explaining my options and helping set up a pension that met my goals and needs. Will continue using CW services going forward.
可信賴顧客
1 year ago
交易日期: 06/04/2023
I appreciate the Contractor Wealth team’s professionalism - appointments are punctual, paperwork is always in order, instructions are efficiently carried out, and communication is responsive.
IJ
Ian J
Southend
1 year ago
交易日期: 30/03/2023
Ian J說了有關 Contractor Wealth:
David was very thorough in explaining everything to me with regards to my investment plans and genuinly came across as having my best interests at heart. I great experience and very happy to move for
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PW
Peter Whitfield
Margate
1 year ago
交易日期: 27/03/2023
Peter Whitfield說了有關 Contractor Wealth:
Very friendly, professional and efficient. I was advised by Owen Madlin who has been lovely to deal with and who has explained everything superbly
可信賴顧客
1 year ago
交易日期: 31/01/2023
My experience using Contractor Wealth to arrange my pension was first class. My advisor Ben Evans was very helpful explaining everything and understanding what I wanted to get out of my investment. Wo
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關於Contractor Wealth
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.
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5 Omega Park, Alton, Hampshire, GU34 2QE, United Kingdom
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關於Contractor Wealth
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.