Sandycross Wealth Management LLP - Heathfield

Address: Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR, United Kingdom.
Phone: 1435869010.
Website: sandycrosswealth.co.uk.
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible entrance, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

Location of Sandycross Wealth Management LLP

1435869010

Sandycross Wealth Management LLP is a reputable financial firm located at Monkhurst House, Sandy Cross Lane, Sandy Cross, Heathfield TN21 8QR, United Kingdom. They can be reached at 1435869010, and their website, sandycrosswealth.co.uk, provides additional information.

This firm specializes in financial planning and consulting, making it an ideal choice for individuals and businesses seeking expert guidance on managing their finances. They offer onsite services, and online appointments are available for those who prefer a virtual consultation. The location is wheelchair accessible, with designated parking, an accessible entrance, and restrooms equipped for people with disabilities.

Sandycross Wealth Management LLP has received 10 reviews on Google My Business, with an impressive average rating of 5/5. This is a testament to their commitment to providing excellent service to their clients.

When researching financial firms, there are certain key factors to consider. Look for a company with a solid reputation, like Sandycross Wealth Management LLP, and check for any certifications or accreditations that indicate professional competence. Also, consider the range of services offered and whether they align with your needs. Online reviews can provide valuable insight into a company's customer service and overall performance.

In terms of location, Sandycross Wealth Management LLP is situated in a convenient and accessible area. For those who prefer to meet in person, onsite services are available, and the location is easily reachable by various modes of transportation. For those with mobility challenges, the wheelchair accessible facilities make it an inclusive and comfortable environment.

Reviews of Sandycross Wealth Management LLP

Sandycross Wealth Management LLP - Heathfield

Alan Hyde

5/5

I became a client of Sandycross Wealth Management approx 6 years ago. I arranged transfer of investments and this went very smoothly. Far more detailed advise was provided than I had received previously. Taxation & long term benefits were discussed in depth. Meetings are very social, Mark has become a good friend. Nothing is ever to much trouble, withdrawals are handled promptly. Communication levels are 5 star. I am very happy to be able to recommend Sandycross Wealth Management as true professionals.

Peter Brook

5/5

My wife and I have been clients of Sandycross Wealth Management for several years. They have helped us de-risk our investments and prepare, financially, for retirement. We have always found them to be very responsive to phone and email communications. They have been extremely good at explaining the pros and cons of different types of investments and have been very easy to deal with.
Overall we have been very pleased with the service that we have received.

Len Wright

5/5

We have been using Sandycross wealth management for some 8 years now.
Mark and his excellent team have always shown us a very professional level of service.
The response time is always faultless which we feel is equally as important as the recommended investment vehicles. We would always highly recommend.

Peter Gilbey

5/5

I have been a Client of Sandycross for about 10 years now and have found them responsive to the financial market with up to the minute advice. I have been a pensioner for 4 years and heeding their advice my investments have allowed me to be financially secure to enjoy my own time! I have no hesitation in recommending them as a Financial Advising service

Joanna Roman

5/5

I have been a client of Sandy Cross since 2013 when I decided it was time to get all my pension affairs in order so that I could plan for my retirement. Mark and the team provide a first class service. They always respond to any enquiries or requests very quickly and are knowledgable and friendly. I am quite sure that, without their expertise and advice, I would not be in such a good position as I am now. I have no hesitation in recommending their service.

Ian Blades

5/5

We're the 'new kids on the block' having only moved across to Sandycross in 2019 but in the short time they have been providing investment guidance we have been mightily impressed. The whole team are highly professional in their approach, and Joanna Coughlan has worked hard to streamline and rationalise our pension and ISA funds, with all related transfers being handled very efficiently. She has been most helpful and thorough with her investment advice. Nothing has been too much trouble.

Nicholas Lees

5/5

We’ve been with them for a few years now, and every step of the way has been made easy for us. They are lovely people to talk to.

The investment and pension advice has been perfect too. If we could add more stars we’d award them.

Malcolm Hockey

5/5

If your looking for really good financial advice I can really recommend Sandycross They give such honest clear advise and Mark is so professional in his approach and makes it really easy to understand.
Many thanks
Malcolm.