Wiltshire Wealth
9 Silver Street, Wiltshire, United Kingdom
About Wiltshire Wealth
Welcome to Wiltshire Wealth, your premier destination for comprehensive financial solutions. Our esteemed institution is located in the heart of Bradford-on-Avon, one of the most picturesque towns in the United Kingdom. At Wiltshire Wealth, we take great pride in being a top-tier establishment that offers customized finance services to meet the unique needs and goals of our clients.
Our team of financial experts is comprised of highly experienced professionals with in-depth knowledge of a wide range of financial disciplines. We believe that listening to your concerns and aspirations is the first step in providing you with the best possible financial advice. Therefore, we offer a personalized approach to helping you meet your financial objectives, whether it's to secure your retirement, grow your assets or invest in new ventures.
At Wiltshire Wealth, we understand that each person's financial situation is unique, and therefore, we adopt a bespoke approach to our advisory services. We offer a suite of financial products and services that are tailored to your specific goals and financial situation. Our services range from investment management and retirement planning to wealth transfer, financial risk management, and business advisory.
Our location in the historic Silver St in Bradford-on-Avon offers easy accessibility to our clients. We consider ourselves a point of interest in the town, and our clients often refer to us as part of the community. We provide a friendly and welcoming environment where you can meet with our financial experts and discuss your financial goals in detail.
At Wiltshire Wealth, we pride ourselves on our commitment to excellence, integrity, and professionalism. We believe in transparency in all our dealings, and we are committed to developing long-lasting relationships with our clients. With Wiltshire Wealth, you can be assured of personalized financial solutions that will help you achieve your financial goals. Contact us today to schedule a consultation with one of our financial experts.
Photos of Wiltshire Wealth
Wiltshire Wealth, 9 Silver St, Bradford-on-Avon BA15 1JY, United Kingdom
Opening hours of Wiltshire Wealth
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Day off
Sunday:
Day off
Reviews of Wiltshire Wealth
"Daniel was absolutely fantastic at explaining my options with regards to drawing my pension, ensuring I was informed to make the best decision for my situation. Would highly recommend."
"Dan is very personable and detail-orientated. The service he has provided is very considered and personal, taking into account my financial circumstances, goals and my knowledge of investements, and then tailoring the investment strategy based on those factors. He has not tried to force certain recommendations, but rather has explained a range of options, and worked with me to come up with the most appropriate plan for now, whilst providing reassurance that the plan can be adjusted along the way if necessary. For me, this approach is empowering and confidence-inspiring, and I highly recommend his methods for financial management."
"Traditionally discussing subjects involving 'money' are always scattered with tricky terms and often confusing abbreviations. Dealing with Daniel at Wiltshire Wealth, none of this was an issue. His clear communication and ability to break everything down into terms simple enough for people who are 'not in the industry' to understand was incredibly refreshing. And speaking of refreshing, it was brilliant to speak to someone who actually has your best interests in mind, offering advice that is best for you and your key investments/decisions, with no pressure to act on. Its just pure good old honest guidance, something that is a rarity these days. I wouldn't hesitate to recommend Wiltshire Wealth to anyone looking to make the most out of their money."
"Daniel was referred to us by a friend to give us some informal financial advice. Both my wife and I found our conversations with him really useful. Daniel is very open and informed with little use of jargon or 'industry speak'. We didn't feel like we were being 'sold to' at all. I would absolutely recommend him."
"We reached out to Dan at Wiltshire Wealth for some Financial advise and were extremely happy with the help that he gave us. He was very responsive, provided us with everything we needed and gave some excellent advise and suggestions. We would be happy to recommend Dan to anyone looking for Financial planning advise."
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