A S Wealth Management - Perth

Address: 2nd Floor: Room 1 & 2, A S Wealth Management, 8 Atholl Cres, Perth PH1 5NG, United Kingdom.
Phone: 1738260221.
Website: as-wealth.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Toilet, LGBTQ+ friendly.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of A S Wealth Management

☎️1738260221

⏰ Open Hours of A S 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

A S Wealth Management is a reputable firm located in the heart of Perth, Scotland. With its address situated at 2nd Floor: Room 1 & 2, A S Wealth Management, 8 Atholl Cres, Perth PH1 5NG, United Kingdom, the company is easily accessible to those in need of their specialized services. The phone number for A S Wealth Management is 1738260221, and their website can be found at as-wealth.co.uk.

The team at A S Wealth Management specializes in financial planning, offering expert advice and personalized strategies to help their clients achieve their financial goals. In addition to their on-site services, they also provide the convenience of online appointments, ensuring that their clients can receive the assistance they need in a manner that best suits their schedules.

The office is wheelchair-accessible, and there is a nearby parking lot with designated spaces for vehicles equipped with wheelchair lifts, making it easy for all clients to access the services they require. The facility also features a clean and well-maintained toilet, ensuring that clients can comfortably use the space during their visit. Furthermore, A S Wealth Management is proud to be an inclusive and LGBTQ+ friendly establishment, welcoming clients from all walks of life.

With a strong reputation built on trust and exceptional service, A S Wealth Management has earned a impressive 5/5 average rating from its 19 Google My Business reviews. This outstanding feedback speaks volumes about the dedication and expertise of the team, as well as their commitment to providing exceptional customer experiences.

👍 Reviews of A S Wealth Management

Craig B.

5/5

AS Wealth in particular Andrew Stewart, gave me 2 meetings to discuss my pension status and with his great team in the office such as Josh Norris, was able to gain financial data for me on my behalf to give me a thorough picture of what I need to continue doing and what I could also improve on.

He was clear and transparent in advising me that all the information is all I would require and that I could do it myself based on his findings. It is so refreshing to have a business that tells you as it is and genuinely has your interest at heart. I would thoroughly recommend Andrew and AS Wealth to anyone.

Craig Bones

Simon K.

5/5

Andrew and his team have been excellent. They were able to help us review our current pensions and help us plan ahead for retirement in a few years time. Very professional and very accommodating around our busy working hours. Highly recommended.

Jennie B.

5/5

Andrew was able to help us look at our pensions and put a financial plan in place for our future. He took the time to discuss our needs and best options. Andrew is very professional and such a pleasure to work with. Highly recommend!!

Donna W.

5/5

AS Wealth Management will be my 'go to' place to go for financial advice.

Andrew is very easy to talk to. He takes the time to understand your position and what you want to achieve. He then clearly sets out his recommendation to help you achieve your goals.

There is regular communication after investment and Andrew does check in with you to ensure your plans are still suitable.

Andrew is highly experienced and his knowledge shines through. I would fully recommend him to friends and family.

Michael R.

5/5

I was looking for advice on how to most effectively manage my savings and for pension planning. Andrew was highly receptive to my individual situation and clearly presented a range of options, he was also very willing to research areas of my employment contract to ensure he could provide the best advice. He has an honest down to earth approach which gained my full trust. The service provided has been much better than several financial advisers I have accessed previously.

Sophie R.

5/5

AS wealth management have provided me with a great service throughout. With personalised advice in various area from investments, pensions to general budgeting and saving advice. I receive regular updates with regards to my investments and have an annual review with Andrew, where he is happy to answer any questions or provide advice with a wide variety of financial issues. Andrew has been very helpful in providing the best advice for where I am currently financially and with regards to the future. Highly recommended!

Anton B.

5/5

Andrew and the team have been excellent and made our first time investment experience easy from start to finish. He has been honest and down to earth throughout the whole process and we look forward to seeing our invest grow in future years to come. Thank you Andrew and Team!

Daniel M.

5/5

Andrew was very client-focused and took time to discuss and assess my current financial position and future aspirations. He prepared some recommendations and presented them to me very clearly, and kept in touch (enough but not too obtrusively!) to check on progress.