Carole Benn Wealth Management Ltd
1 Cambridge Road, Hale, Greater Manchester, United Kingdom
About Carole Benn Wealth Management Ltd
Carole Benn Wealth Management Ltd is a highly reputable financial establishment located at the prime location of 3, Beech House, 1 Cambridge Rd, Hale, Altrincham WA15 9SY in the United Kingdom. We are dedicated to providing personalized financial planning and wealth management services to our valued clients.
At Carole Benn Wealth Management Ltd, we understand that financial stability and growth are essential for everyone. We have a team of highly qualified financial professionals who work closely with our clients to help them achieve their financial goals. We offer comprehensive financial planning services that cover investment management, retirement planning, tax planning, estate planning, and much more.
We take pride in our ability to develop customized financial plans for our clients who have unique financial needs and circumstances. Our advisors have extensive knowledge and use the latest financial tools and applications to create sound investment portfolios with on-going monitoring and appropriate risk management.
As a client-focused establishment, we value transparency, honesty, and open communication in every interaction with our clients. Our team is committed to providing personalized service and support to our clients, keeping them well-informed about their investments and how their financial plan is progressing.
Overall, Carole Benn Wealth Management Ltd is a trusted financial institution that offers top-notch services for clients who are looking to achieve financial goals in a structured and effective way. Visit our office or contact us today to schedule a consultation and experience our exceptional service for yourself.
3, Beech House, 1 Cambridge Rd, Hale, Altrincham WA15 9SY, United Kingdom
Opening hours of Carole Benn Wealth Management Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Carole Benn Wealth Management Ltd
"I wish to express my complete satisfaction with the competent, professional manner in which Carole Benn Wealth Management has recently assisted with my children’s financial affairs. Due to ever diminishing interest rates on their junior cash ISAs I decided to look at alternative options. Carole advised on the different products available through St. James’s Place and which would be most suitable, after considering my attitude to risk, the age of my children and the long term financial goals I have for them. After explaining the benefits stocks and shares ISAs provide over cash ISAs, Carole set up new accounts for each of my children and transferred funds across. I can now easily view and manage both of these online myself, with Carole being on hand to advise if necessary. I feel confident and reassured that Carole has acted with my children’s best interests at heart and have no reservations recommending her services to friends, family and colleagues alike."
"Carol Benn was recommended to me by a family member after seeking advise on what savings and pensions were available to me. Being a tradesman we don't often come across people who can advise us properly within our industry so I was worried that i had missed the boat to start a pension. After talking to explain my circumstances, she was able to provide me with what was available to me at that given time and took the time to advise me the ins and outs of the different options on the table. From that meeting I was able to devise a plan of action going forward and was reassured. The service and customer care I received from Carol Benn was brilliant, I cannot recommend her enough. Many thanks Carol"
"Working with Carole is an absolute pleasure. She simplifies financial advice and always has my interests at heart, as well as those of my family. She is personable, relatable and takes time to understand my short, medium and long term financial goals. She makes my financial reviews something to look forward to and never over complicates things. First class and highly recommended. Also fits meetings in around my busy lifestyle, is super flexible and a joy to deal with. Thank you, Carole"
"Thank you Carole. Carole has recently offered some fantastic advice to my parents. Helping to deal with their finances and investments and helping with inhertance planning. Carole was very understanding and patient in a difficult situation and I would highly recommend her to anyone looking for independant financial advice."
"Upon discovering that the Junior ISAs I had in place were to be subjected to a reduction in interest rates, I decided to contact Carole to discuss my options. From step one, she gathered all the info necessary and gave me all the options available to me, and explained the process, pros and cons for each. We came up with a different plan for each of my children which was appropriate for their age, and Carole was faultless on keeping me in the loop at every juncture. As someone quite late to the game with savings & investments, Carole kept everything in layman's terms for me allowing me to make a well informed decision. My kid's portfolios are now set up with Carole & St James and I'm confident I've made the right choice. No hesitation whatsoever in recommending Carole to family, friends, clients & colleagues."
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