Blackfriars Wealth Management Ltd - Gloucester

Address: Alexandra Warehouse, The Docks, West Quay, Gloucester GL1 2LG, United Kingdom.
Phone: 1452522054.
Website: blackfriarswm.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

Location of Blackfriars Wealth Management Ltd

1452522054

Blackfriars Wealth Management Ltd is a financial planning firm located in the heart of Gloucester, England. With their office situated in the historic Alexandra Warehouse at The Docks on West Quay, this company offers a unique and picturesque setting for clients seeking financial advice.

The firm's specialty lies in providing comprehensive financial planning services, tailored to meet the individual needs of each client. With a team of experienced and knowledgeable financial planners, Blackfriars Wealth Management Ltd is dedicated to helping clients achieve their financial goals, whether it be for retirement, investment, or estate planning.

One of the key features of Blackfriars Wealth Management Ltd is their commitment to accessibility. Their office is equipped with a wheelchair accessible parking lot, restroom, and seating area, ensuring that all clients can access their services with ease. Additionally, they offer online appointments, providing flexibility for those who may have difficulty travelling to their office.

The firm has received overwhelmingly positive reviews from clients, with a current average rating of 5/5 on Google My Business. Many reviewers have praised the firm for their professionalism, expertise, and personalized approach to financial planning.

Reviews of Blackfriars Wealth Management Ltd

Blackfriars Wealth Management Ltd - Gloucester

Hayley Young

5/5

Mark was a pleasure to work with, he has helped me to have all my pensions in one place something I have been wanting to do for years! He was very efficient and he explained everything as we went along so I was clear and confident of what I was doing.

Glenda White-Miller

5/5

After receiving a larger than expected inheritance and needing some financial advise I chose Mark based on his very good reviews. I was not disappointed.
Mark was very approachable and gave me excellent advise about the best use of the money both in the short term and for the future - planning for my retirement. I also came away feeling more confident about my financial planning.
I highly recommend Mark

Grant Pearson

5/5

My wife and I were hesitant as we knew nothing about investing. We decided to get in touch with Mark. We were absolutely blown away with his knowledge and understanding. Would highly recommend everyone, new to investing or not. Mark is definitely the man you want in your corner.

Georgie Shaw

5/5

Mark Williamson is a highly professional financial advisor. He was quick to respond, his expertise was evident and provided sound and reasoned advice as to my finances. I would highly recommend this organisation as they obviously very much care for each individual client's requirements.

Terry Holbrook

5/5

Mark provides excellent advice and service. He helped me resolve a tricky pension situation that someone else had messed up.
Once again my heartfelt thanks.

Ian Spencer

5/5

Having first met Mark through a personal introduction, it was clear from day one he was an exceptional professional but was a friendly person was approachable and no nonsense.

We had a couple of face to face meetings and he then came up with a recommendation plan, of what we needed to do and what we could do.

Mark made things easy, simple and put things into logical terms, which we needed, and as of the time of writing and a few years down the line, we could not be more happy with what he has done (and achieved) and look forward to many more years with him.

Stephanie Smith

5/5

Mark was rapid in response to my initial enquiry and visited me at home to discuss things. He was very generous with his time and expertise. At no time did I feel under any pressure from him to purchase a product. He was clear in his explanations, friendly but professional, and a good listener. He subsequently followed through with a balanced portfolio based on my needs and preferences. It is too early to comment on how that is performing, but I believe that Mark has done his best for me and will keep me informed regularly on progress, as we agreed. I have no hesitation in recommending Mark.

Alison Chambers

5/5

Mark has been advising us for several years now with our pensions and we would not hesitate in recommending him to prospective clients.

If ever we have raised a query - however big or small, he is always prompt to reply and has always given us an exemplary service.