Pollard Wealth Management - Skipton

Address: East Barn, Friars Garth, Malham, Skipton BD23 4DB, United Kingdom.
Phone: 1132444054.
Website: pollardwealthmanagement.co.uk.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

Location of Pollard Wealth Management

Pollard Wealth Management is a financial planning firm located in the charming village of Malham, near Skipton in the United Kingdom. You can find them at East Barn, Friars Garth, Malham, Skipton BD2

Reviews of Pollard Wealth Management

Pollard Wealth Management - Skipton
Natasha Close
5/5

Highly recommend Pollard Wealth Management! Definitely get in touch & benefit from Jamie & team managing your financial portfolio. Jamie is incredibly knowledgeable and able to explain complex finances in simple understandable language. I can ask any number of questions & get sound, honest answers. I completely trust the advice and recommendations that Jamie gives and feel even more assured that this is how he is managing his finances. I really appreciate that it’s the full wealth management - ranging across pension, investments, protection & more. Last but not least, he’s super personable alongside being professional - perfect balance. Thank you Jamie & Pollard Wealth Management.

Pollard Wealth Management - Skipton
Michael Rainsford
5/5

Pollard Wealth Management has been invaluable to our family’s financial planning over the last 10 years, which has included pensions, investments and protection.

Jamie has the ability to break down complex financial concepts into clear, actionable advice and we trust him completely with our financial portfolio. The team are incredibly organised and reliable, and have been able to respond quickly to macro events and trends to ensure our portfolio is best positioned to meet our financial goals.

We highly recommend Pollard Wealth Management to anyone seeking financial clarity and growth for their family.

Pollard Wealth Management - Skipton
Helen Turner
5/5

Always receive first class service and expert advice. Jamie has extensive knowledge which he ensures is shared in a customer focussed way and I have complete confidence in him and the practice team. Highly recommend.

Pollard Wealth Management - Skipton
Richard Simpson
5/5

Jamie has done a great job looking after my financial affairs. Unbelievably diligent, and attention to the finest of details. He’s straight talking and gives good advice. Recommend him to anyone planning for their financial futures.

Pollard Wealth Management - Skipton
Richard Williams
5/5

Jamie is a very friendly and easy person to talk to.
He is extremely thorough, professional and knowledgeable in his dealings with us.
Since becoming clients in 2017 we have our financial affairs under control. Our money is working in the best way possible for us in terms of growth and in the most tax efficient way for our circumstances.
We have financial peace of mind.
We would not hesitate to recommend Pollard Wealth Management for whatever your financial needs.

Pollard Wealth Management - Skipton
James Baylis
5/5

Jamie has been our Financial Advisor for 10+ years. He is meticulous in his planning and client care, and has been our trusted advisor as our pension and investment needs have changed over this decade.

Pollard Wealth Management - Skipton
Amanda Spencer
5/5

For The last 7 years Jamie Pollard has conducted our financial affairs, in a most efficient and professional manner. He has given us a great deal of reassurance relating to our pensions and investments. We have felt extremely confident in recommending his services to others.

Pollard Wealth Management - Skipton
Philip Griffith
5/5

We have been client's of Jamie's for 10 years & have happily recommended him to friends and family.
He is quick to respond to queries, very organised, extremely patient when explaining something for the umpteenth time and you are left feeling he is working hard for you and your family.

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