C&W Wealth Management - Stroud

Address: Wood End Ln, Nailsworth, Stroud GL6 0RH, United Kingdom.
Phone: 7789204598.
Website: cwwealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of C&W Wealth Management

☎️7789204598

⏰ Open Hours of C&W Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

C&W Wealth Management, located at Address: Wood End Ln, Nailsworth, Stroud GL6 0RH, United Kingdom, is a renowned financial planning firm with a proven track record of success. They can be reached at Phone: 7789204598 for any inquiries or appointments.

Specialties

C&W Wealth Management specializes in financial planning. They offer expert advice on how to make the most of your income while reducing your tax bill. With a team of knowledgeable and friendly professionals, they are equipped to handle all your financial planning needs.

Other Points of Interest

Their office is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet facilities. They have toilets available for use as well.

Opinions

C&W Wealth Management has received numerous positive reviews from satisfied clients. Some have expressed their gratitude for the assistance provided in reviewing their old workplace pensions and offering advice on how to make the most of their income while reducing their tax bill. Others have praised the team for their knowledge, friendliness, and excellent advice on investments.

Average Opinion

The average opinion rating for C&W Wealth Management is 5/5. This is a testament to the high-quality service and advice provided by the team.

Recommendation

If you are looking for expert financial planning advice, look no further than C&W Wealth Management. With their proven track record of success and positive reviews from satisfied clients, you can trust them to handle all your financial planning needs. Contact them today at Phone: 7789204598 or visit their website at cwwealth.co.uk to learn more and get started.

👍 Reviews of C&W Wealth Management

Tom Mossman

5/5

I wasn’t sure what to do with my old workplace pensions, so I contacted C&W Wealth. Alex reviewed them and pointed out that some weren’t performing particularly well. He clearly explained my options. He also provided excellent advice on how to make the most of my income while reducing my tax bill. Thank you so much for your help - highly recommended!

Joe Longridge

5/5

Alex helped us out with a number of investments. Very knowledgeable, engaging and friendly guy. Fully recommended to anyone who needs a bit of advise.

Lidia P.

5/5

Alex has helped me immensely and I couldn’t recommend him more: he is highly knowledgeable and professional yet at the same time super easy to talk to and friendly.

I had felt daunted by my UK pension and finances for years, and especially since moving abroad part-time, but I kept burying my head in the sand about it. When I turned to Alex, what had seemed impenetrable gradually became clear and straightforward. He quickly distilled all the information I gave him, guided me through the key issues, provided excellent advice and helped me make informed decisions.

My only regret is that I didn’t know about Alex sooner as I could have saved myself so much angst.

Simon Jay

5/5

I was recommended C&W Wealth by a friend, my first foray into financial planning has been smoother and far easier to understand than I could have imagined.

Alex took away a great deal of the mystery of the financial world for me, helping me understand my pensions, investments and protection.

They provide a fantastic service and I wouldn’t hesitate in recommending them to my friends and colleagues.

Grzegorz Poloczek

5/5

C&W Wealth helped get my pensions in order. I had a few from old jobs which, it turns out, we’re doing very little. Now they’re in one place I can keep track of them and growing so much faster.
Alex was very knowledgable and I cannot recommend them enough!

Chris Morrison

5/5

Alex has been more than helpful in sorting out a previously badly managed pension portfolio,
explaining in a clear and concise manner the steps that needed to be taken to put things in order .

Hanna Ossowska

5/5

Alex was amazing. I went to him to sort out my mortgage and he helped so much more.

It turns out my pension was doing nothing and now it's doing great!

Thank you so much!

Alexander Kim

5/5

We got in touch with C&W to sort out our finances and plan for our future. Alex was really helpful and explained all of my options in a clear way.