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Contractor Wealth 評論

已評價
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服務
4.8
/5

5

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1

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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
6 years ago
交易日期: 12/04/2018
Contractor Wealth have listened to my needs, made a careful analysis of current and future cash flows and provided a considered solution that met these. I'm impressed with their prompt and professiona
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GO
Gordon
Kent
6 years ago
交易日期: 22/04/2018
Gordon說了有關 Contractor Wealth:
Excellent service from Nick Winter. Ensured we understood all aspects of the proposal. No question too small to ask. Very patient whilst we made up our minds
可信賴顧客
6 years ago
交易日期: 26/02/2018
My financial advisor always checked and double checked that I understood. He explained the process step by step. Highly recommend.
可信賴顧客
6 years ago
交易日期: 16/01/2018
Would highly recommend. Took time to discuss my requirements, my attitude to risk, and to find the right investments for my retirement. Detailed reports received and always available to discuss
MA
Marcus
Newcastle upon Tyne
6 years ago
交易日期: 23/03/2018
Marcus說了有關 Contractor Wealth:
Great service from David, very knowledgeable and helpful adviser. Assessed my needs and provided the right advice to set up a pension for my limited company, taking into account my current situation a
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可信賴顧客
6 years ago
交易日期: 04/04/2018
Awesome service, they were very helpful and I gain a lot of insight from them.... would definitely recommend them ....Dharmesh was very friendly and helpful, he is a great asset to the team....
ZV
Zsolt Varga
Inverness
6 years ago
交易日期: 21/03/2018
Zsolt Varga說了有關 Contractor Wealth:
Great service, very relaiable and trustworthy.
MS
Martin Stephens
6 years ago
交易日期: 27/03/2018
Martin Stephens說了有關 Contractor Wealth:
All aspects were explained in full detail. Very competent. Very professional. Feel very secure in the expertise provided.
MB
Mark Branigan
6 years ago
交易日期: 20/03/2018
Mark Branigan說了有關 Contractor Wealth:
David is great and really patient. He took loads of time with me to explain what my options were. I had a few concerns going into the conversation (as you do when you're investing) but David was able
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SR
Samantha O Rourke
6 years ago
交易日期: 22/03/2018
Samantha O Rourke說了有關 Contractor Wealth:
Nick was really helpful and gave me great advice when I had some money to invest for my future. I wasn't sure where to start but Nick provided me with lots of useful information and I wouldn't hesitat
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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.