Newark Wealth Financial Planners
About the Business
Welcome to Newark Wealth Financial Planners, an established and reputable finance institution located in the bustling city of Kilmarnock, United Kingdom. Our company is committed to helping our clients achieve their financial goals, whether it be planning for retirement or growing their wealth.
Our team of expert financial planners boasts years of experience in the industry, and we work hard to provide tailored financial solutions that meet the unique needs of each of our clients. We pride ourselves on building long-lasting relationships with our clients and providing ongoing support, guidance, and advice to help them achieve their financial aspirations.
At Newark Wealth Financial Planners, we understand that financial planning can be a complex and sometimes overwhelming process, which is why we strive to make it as simple and straightforward as possible. Our team works closely with clients to assess their individual financial situation, and we create bespoke financial plans that help them stay on track towards meeting their goals.
Located at 15 Portland Rd in Kilmarnock, our establishment is a point of interest for those seeking expert financial advice and support. We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, and more.
Whether you are an individual looking to grow your wealth or a business owner seeking financial guidance, Newark Wealth Financial Planners can help. Contact us today to schedule a consultation and take your first step towards securing your financial future.
Location & Phone number
15 Portland Rd, Kilmarnock KA1 2BT, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Cassie at Newark Wealth has been a superstar and has made our remortgage process so easy for us. I have no hesitation in recommending Cassie...go on give her a call."
"I worked closely with Cassie, and couldn’t recommend her services enough. Cassie was so friendly and polite, helped me with any questions I needed answered and helped me with things I should have been told through the solicitor. Cassie thoroughly explained my mortgage options as well as helping me with home and contents and life insurance. I was never made to feel like a hindrance, even though I had went to Cassie with absolutely no clue, she made me feel at ease and made the whole process run smoothly. I won’t hesitate in going back to Newark wealth for future dealings."
"Cassie took care of my mortgage and life insurance applications after I received poor service from my bank. She turned a stressful situation into an easy one for me and for a fee that was more than worth it. I can't thank you enough and wish you all the very best. I'll definitely recommend you any time."
"My husband and I were looking to see what was available in the financial world in Kilmarnock. Contacted Newark Wealth and right from the beginning they have been so helpful and genuinely caring . Mike has interviewed us and explained all areas suitable for us but left us to make final decisions. They have kept us up to date with everything. Carrie has been so helpful and encouraging. It's so nice to be treated as well. We are also introducing Jim to our son who is hoping to get his first mortgage through Newark Wealth. I cannot thank the team for all their attention to detail. Looking forward to a long acquaintance with Mike and Carrie. Highly recommended....but could only give 5 stars"
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