Coleshill Wealth Management
About the Business
Welcome to Coleshill Wealth Management, your trusted partner for all your financial needs. We are an established institution located in the heart of Coleshill on 126 High St, Birmingham B46 3BJ, United Kingdom. Our team of expert financial advisors is committed to providing the best possible service to all our clients, guiding you towards a secure and prosperous financial future.
At Coleshill Wealth Management, we understand that your finances are personal and unique. That's why we offer a range of bespoke services tailored to meet your individual needs. Our team of professionals has decades of experience in finance, investment, and wealth management, allowing us to provide you with comprehensive solutions that align with your goals.
We pride ourselves on delivering exceptional advice, communication, and service to our clients. Our approach is transparent, educative, and focused on bringing clarity to complex financial matters. Whether it is wealth management, investment advice, insurance, or estate planning, our team of knowledgeable advisors is here to help you make informed financial decisions.
Moreover, our establishment is a point of interest in Coleshill for legal and ethical financial management. We are dedicated to adhering to the highest industry standards and maintaining a reputation for excellence in everything we do. We prioritize building long-term relationships with our clients, offering support and guidance every step of the way.
We invite you to come to our offices and meet our team to discover how we can help you reach your financial goals. Book your free consultation today and take the first step towards securing your financial future with Coleshill Wealth Management.
Photos
Location & Phone number
126 High St, Coleshill, Birmingham B46 3BJ, United Kingdom
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:00 PM
Wednesday:
10:00 AM - 5:00 PM
Thursday:
10:00 AM - 5:00 PM
Friday:
10:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was a first time buyer and Coleshill Mortgages were recommended by a friend. I called up and Dave was my first protocol. Throughout my long winded process and battling the lockdowns, Dave was very professional, always responsive, and has great knowledge in mortgages and insurances. I would definitely recommend this company and Dave! I will be returning for my mortgage renewal in 5 years!"
"Dave was really helpful during the whole process of finding a mortgage, putting in the application, liaising with solicitors right until completion. As first time buyers with a mortgage he made us feel so reassured throughout. Couldn't fault his service and definitely good value for money."
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