Wealth Planning Associates - Sandwich

Wealth Planning Associates, located at Address: Innovation House, Innovation Wy, Discovery Park, Sandwich CT13 9FF, United Kingdom, is a financial planning firm that offers expert advice and solutions for individuals and businesses. With a phone number: 8450405956, it is easy to get in touch with them for inquiries.

Their website: wealthplanningassociates.co.uk provides comprehensive information about their services, team, and resources for clients. They specialize in Financial planning, providing tailored solutions to help clients achieve their financial goals.

One of the unique features of Wealth Planning Associates is their accessibility. They have a wheelchair-accessible car park and wheelchair-accessible toilet, making it easy for clients with mobility challenges to visit their office. Additionally, they have toilets available for all clients.

According to Google My Business, Wealth Planning Associates has received 2 reviews with an average opinion: 5/5. This indicates high levels of client satisfaction and trust in the firm's services.

If you are looking for a financial planner to help you achieve your financial goals, Wealth Planning Associates is an excellent choice. Their expertise, accessibility, and high levels of client satisfaction make them a top pick.

We recommend visiting their website to learn more about their services and team. You can also contact them directly at phone number: 8450405956 to schedule a consultation. Taking the first step towards financial planning can be overwhelming, but with Wealth Planning Associates, you can feel confident that you are in good hands.

Reviews of Wealth Planning Associates

Penfold Panels

5/5

Amy at Wealth Planning Associates has provided me with ongoing excellent mortgage advice and more recently Doug Young has provided my mother with advice on Equity Release. He was really helpful and explained everything clearly so we both understood the options available to us.

David Vellani

5/5

Doug was really helpful organising our mortgage for us. He also sorted our insurance and introduced us to the concept of Vitality insurance which gives us some great benefits as well as protecting us.