Savvy Wealth Management - Pontyclun

Address: 1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, United Kingdom.
Phone: 1443405583.
Website: savvywealth.wales
Specialties: Financial planner, Financial institution, Investment service, Life insurance agency, Mortgage broker, Property investment company.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 56 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Savvy Wealth Management

Savvy Wealth Management 1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, United Kingdom

☎️1443405583

⏰ Open Hours of Savvy 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

Savvy Wealth Management is a well-regarded financial services company located at 1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, United Kingdom. They can be contacted by phone at 1443405583 or through their website savvywealth.wales.

Specialties

Financial planner
Financial institution
Investment service
Life insurance agency
Mortgage broker
Property investment company

Other Points of Interest

Online appointments
On-site services
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet
Appointment required
Appointments recommended

This company has received numerous positive reviews and maintains an excellent reputation. They have a total of 56 reviews on Google My Business, earning an impressive average rating of 5/5.

👍 Reviews of Savvy Wealth Management

Jeff D.

5/5

My wife and I have been with Savvy Wealth for several years now and in all that time can honestly say that we have never been disappointed with the help we have had. Whatever the method of contact Martin has always proved himself to be a really good advisor with sound knowledge and understanding of our needs. It’s up to the client whether or not to take his advice on board but so far, our dealings with him have led us to the conclusion that his advice is solid. Naturally no-one can predict the financial markets 100% given the world situation these past few years but as far as we are concerned we are more than pleased with the way things have turned out and would highly recommend his services.

dawn L.

5/5

Martin is very friendly and always helpful. He really has given my husband peace of mind on his wind down to retirement by going through all the options and how to get the best out of his pensions and savings. We would both highly recommend Savvy Wealth Management .

Andrea S.

5/5

We have been clients of Savvy Wealth Management for around two years and are extremely happy with the level of service that we receive from them. Our Financial Advisor Martin is always happy to help with any queries we have and is available by phone, email or zoom. The information we received when we were first looking to appoint a financial management company was informative and transparent and Martin took the time to explain anything we didn't understand.
I can 100% recommend Martin and his team and feel confident that our financial assets are in safe hands.

Mary I.

5/5

Absolutely impeccable service very patient with me where i had lots of questions. Genuinely interested in what was best for me rather than the cheapest, while still getting a great deal on income protection and critical illness, an important insurance more people should take out as we never know what is round the corner! Martin was recommended to me by my mum and he did not disappoint - even chucked in some extra freebies for me which I'm very grateful for thanks a million!!!

Steve B.

5/5

Martin has been giving us advice on many aspects of financial planning over a number of years. I would have no hesitation in recommending his services based on our experiences.

Dewi N.

5/5

In the few years I have known Martin some times in difficult circumstances he has proved a god send. His financial advise has proved invaluable and I am more than happy with the way he has and is dealing with my financial affairs.

Judith E.

5/5

Found Savvy Wealth through a link on Martin Lewis money saving expert website which showed good reviews and was also local to us. We decided to give him a call as my husband had a few pensions he wanted to review. Martin was very friendly, knowledgeable and easy to talk to explaining in simple and understandable terms what changes could be made to our pensions and savings to benefit us in readiness for our retirement. We felt confident in accepting his advice and he has made the changes needed which has also been an easy process . We are happy that Martin will be monitoring our portfolio going forward which will make things easier for us and we can also view our products at any time on the Private Portal. Thanks Martin

Louise J.

5/5

I found Savvy Wealth Management through a suggested link on Martin Lewis's website as had no experience in using a financial advisor before. Martin was very professional but down to earth. He explained how my private pensions are performing and changes that could be made to benefit me for my retirement. He also advised me on how to invest some inheritance. I am very confident that Martin has given me good advice and feel more confident about retirement!