Newark Wealth Financial Planning - Kilmarnock

Newark Wealth Financial Planning: A Comprehensive Guide

Newark Wealth Financial Planning, located at 15 Portland Rd, Kilmarnock KA1 2BT, United Kingdom, is a reputable financial services company that offers a range of specialized services to its clients. Their phone number is 1563551166 and their website can be found at newarkwealth.co.uk.

Specialties

• Financial planner
• Financial consultant
• Mortgage broker

Other Points of Interest

• Identifies as women-owned
• Online appointments
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Gender-neutral restroom
• LGBTQ+ friendly
• Transgender safe space

Opinions and Reviews

Newark Wealth Financial Planning has garnered a strong reputation among its clients, with an impressive average rating of 5 out of 5 based on 20 reviews on Google My Business. Clients have praised the company for its excellent service, knowledgeable advisors, and tailored solutions to meet their unique financial needs. One satisfied customer noted, "Our advisor, John Paul, ensured that we fully understood our private pension options," and "the service was excellent" when renewing their fixed-rate mortgage.

Recommendation

If you are seeking a reliable and professional financial planning service, Newark Wealth Financial Planning is an excellent choice. Their team of experienced advisors is committed to providing personalized advice and guidance, helping clients achieve their financial goals. Whether you require assistance with pensions, mortgages, or general financial planning, Newark Wealth Financial Planning has the expertise to support you.

To learn more about their services or to schedule an appointment, visit their website at newarkwealth.co.uk or contact them directly at 1563551166. Don't miss this opportunity to take control of your financial future with the help of Newark Wealth Financial Planning.

👍 Reviews of Newark Wealth Financial Planning

Ann M. C.

5/5

Excellent service from Newark Wealth Financial Planning. Our advisor, John Paul, ensured that we fully understood our private pension options and we were completely confident in his advice. So much so we returned when our fixed rate mortgage was due for renewal and, once again the service was excellent. Highly recommend this company and John Paul.

Wendy

5/5

The service I received from Newark Wealth Financial Planning was outstanding!!
My advisor, John Paul, ensured that I fully understood all my private pension options and I was completely confident in the advice he gave me.
I highly recommend this company and John Paul they are the best!!

Sarah A.

5/5

I was recommended Cassie McAllister at Newark Wealth to help me obtain a mortgage. She was absolutely brilliant, she dealt with my application and actioned it immediately securing me a great mortgage deal. I would highly recommend her services.

Connor G.

5/5

I was recommended to Cassie, within 5 minutes she gave me a phone and explained the process of getting a mortgage. She was very friendly, reassuring and easy to contact and definitely took the stress out as being a 1st time buyer.

Clare A.

5/5

I wouldn't hesitate to recommend this wonderful family firm. I have used them for many years now and taken their advice, which has helped me plan for my early retirement. It is rare these days to find someone you really trust. Thanks for all your past and ongoing support.

jim B.

5/5

Newark Wealth Financial Planning have done a fantastic job of consolidating my several pensions into one, and in doing so have increased the value of my pension pot. They continue to maintain the best options to help my pension grow.

Stuart D.

5/5

First time buyer here and we simply couldn’t have done it without Cassie at Newark Wealth. Every step of the way she was there to help and guide us, answering any questions we had and talking us through the process. Can’t recommend Cassie enough. Thank you so much. You’re a star. ⭐

The S. &. F. B.

5/5

Mike has help me and my family tremendously over the years with our financial decisions and we would not be our position today without him or his team . I would not hesitate to recommend mike and Newark Wealth in-fact you would be very lucky to them as your advisors .