Prestfield Wealth Management - Financial Advisers - Monton, Swinton, Worsley - Manchester

Address: 210 Folly Ln, Swinton, Manchester M27 0DD, United Kingdom.
Phone: 1615073398.
Website: prestfieldwm.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible toilet, Toilet.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Prestfield Wealth Management - Financial Advisers - Monton, Swinton, Worsley

☎️1615073398

Prestfield Wealth Management - Expertos en planificación financiera en Monton, Swinton y Worsley

Prestfield Wealth Management es una empresa de planificación financiera con sede en Monton, Swinton y Worsley, en el Reino Unido. Están ubicados en Address: 210 Folly Ln, Swinton, Manchester M27 0DD, United Kingdom., lo que los coloca en un área conveniente del sur de Manchester.

Para contactarlos, puede llamar al teléfono 1615073398 o visitar su sitio web en prestfieldwm.co.uk para obtener más información sobre sus servicios.

Especialidades

Los expertos de Prestfield Wealth Management se especializan en planificación financiera, brindando asesoramiento y orientación en diversas áreas de las finanzas. Son una opción ideal para individuos y familias que buscan mejorar su situación financiera y alcanzar sus objetivos a largo plazo.

Características destacadas

- Planificación financiera personalizada: Cada cliente recibe un enfoque personalizado para abordar sus necesidades únicas.

- Asesoramiento experto: Los expertos de Prestfield Wealth Management tienen amplia experiencia y conocimientos en finanzas para brindar orientación confiable.

- Enfoque profesional y amigable: El equipo del equipo de Prestfield Wealth Management se esfuerza por mantener un enfoque profesional y amigable en todo momento.

- Servicio al cliente excepcional: Los clientes expresan su satisfacción con el servicio excepcional que Prestfield Wealth Management ofrece.

Otras características interesantes

- Accesibilidad para personas con discapacidad: El edificio de Prestfield Wealth Management es wheelchair-accessible, lo que facilita su visita.

- Toiletas para personas con discapacidad están disponibles en el establecimiento.

Opiniones de otros clientes

Los clientes de Prestfield Wealth Management han expresado su satisfacción con los servicios de la empresa. Un cliente ha dicho: "Vinnie y el equipo de Prestfield Wealth Management han sido increíbles de trabajar con. Han ayudado a mí en múltiples áreas de mis finanzas, ofreciéndome consejos valiosos y orientación. Han pasado el tiempo a guiarme a través de cada parte del proceso con un enfoque profesional y a la vez amigable. No puedo recomendarlos lo suficiente".

Recomendación

Si está buscando a un equipo de planificación financiera confiable y profesional en Monton, Swinton y Worsley, Prestfield Wealth Management es una excelente opción. Visite su sitio web en prestfieldwm.co.uk para obtener más información y contactar con ellos para discutir cómo pueden ayudarlo.

👍 Reviews of Prestfield Wealth Management - Financial Advisers - Monton, Swinton, Worsley

Prestfield Wealth Management - Financial Advisers - Monton, Swinton, Worsley - Manchester

Sam R.

5/5

Vinnie and the team at Prestfield Wealth Management have been brilliant to work with. They have helped me across multiple areas of my finances, offering invaluable advice and guidance. They have taken the time to guide me through every part of the process with a professional and down to earth approach. Can't recommend them enough.

Penny H.

5/5

My wealth manager, Rowena Birch at Prestfield, is superb! She's clear headed, empathetic and friendly. She also makes everything easy to understand. Rowena has helped me to invest in a sustainable pension fund, ISA, found me some much needed insurance cover and helped me navigate some trickier aspects to do with my business too. I am lucky to have her supporting me and highly recommend you get in touch for a chat.

Jason G.

5/5

I've held several meetings with the Advisors and Account Manager at Prestfield Wealth and every time they have been amazing. Their knowledge in their field has helped me understand how I want to structure both my personal and business finances to support future growth, and to start planning what my retirement will look like even at the age of 34.

I am looking forward to what the future will bring and planning and structuring my future business ideas with their support.

Thank you so much to the team at Prestfield Wealth for everything you have done to date.

Ali F.

5/5

I first spoke with Rowena Birch about my pension. She took a holistic approach and we went through everything I needed to have in place. I now feel as if I have my finances organised and under control and know I have a friendly, professional expert available to answer any questions I may have. I have since recommended Rowena to a number of friends and family and all have been equally as impressed with her approachable, but professional manner.

David A.

5/5

I approached Prestfield for pension advice due to their reputation. During the initial stages of engagement any queries that I had were addressed promptly and efficiently. I have been impressed with the advice and ongoing communication to date, and would recommend Anthony and the team.

Heather S.

5/5

I have been dealing with Prestfield Wealth Management for many years. The service from Anthony and the Team has always been excellent. They are easy to deal with and always keep me informed

Gary M.

5/5

Great guys at Prestfield Wealth, always on the other end of the phone for me for any questions or concerns about my finances and really put me at ease straight away. Can't do enough for you and that's why I give Prestfield 5 Stars.
Cheers Dan and Vinny.

Mike W.

5/5

Fantastic Service, friendly and knowledgeable. I was kept up to date throughout the whole process and highly recommend Prestfield Wealth Management for all wealth management advice as well as pensions.