Clay Warden Wealth Management Coventry CV3 4PE
About the Business
Welcome to Clay Warden Wealth Management - the premier establishment for all your financial management needs. At Clay Warden, we have a passion for providing comprehensive and customized financial solutions that cater to the unique goals, aspirations, and circumstances of our clients. We are a finance institution that is dedicated to ensuring that your wealth management needs are met with the utmost care, diligence, and professionalism.
Our location at Unit 2, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE, United Kingdom puts us at the heart of a vibrant and diverse community of businesses, making us a point of interest to both residents and visitors of the area. We take our role as a financial leader in the community seriously, and we strive to exceed the expectations of all our clients.
At Clay Warden, we are committed to providing personalized financial management services that are tailored to your specific needs. We understand that every client has unique financial goals and challenges, and we work closely with you to develop a customized plan that meets your requirements. Whether you need help with investment management, retirement planning, estate planning, or tax planning, our team of highly trained professionals is always on hand to guide you through the decision-making process.
Our approach to wealth management is characterized by a careful balance of expertise, innovation, and transparency. We believe in transparency in all our dealings, and we pride ourselves on our ability to maintain open and honest communication with our clients at all times. We are constantly investing in new technologies and strategies to ensure that we stay ahead of the curve when it comes to managing financial assets.
Whatever your financial management needs may be, you can trust Clay Warden Wealth Management to provide the highest quality of service and expertise. Contact us today to learn more about our services and how we can help you achieve your financial goals.
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Location & Phone number
Unit 2, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE, United Kingdom
Hours open
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:
Closed
Sunday:
Closed
Reviews
"Contacted Clay Warden Wealth Management as we were considering early retirement and looking for advice to see if this was possible. We were recommended by a friend that was already a client. Ben was excellent explained service he offered and information he required from us. The advice we received was excellent the information given was explained in plain English with a detailed folkow up report. We have now been with the company for a year and I am pleased to say that our pension pot had increased and we could not have asked for a better result. The staff are all helpful and I would definitely recommend this company."
"Brilliant service, stayed with us throughout the whole process and helped us buy our first home."
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