Avocet Wealth Partnership Ltd - Exmouth

Avocet Wealth Partnership Ltd is a financial planning and consulting firm located at 55 Parade, Exmouth EX8 1RD, United Kingdom. The company can be reached at 1395222310 and their website is available at avocetwealth.co.uk.

The firm specializes in financial planning, financial consulting, and mortgage brokerage. They offer a range of services to help individuals and businesses manage their finances, including investment advice, retirement planning, and tax planning. Additionally, the company provides mortgage brokerage services to assist clients in finding the best mortgage options for their needs.

Avocet Wealth Partnership Ltd prides itself on providing personalized service to each client. They take the time to understand each client's unique financial situation and goals, and then develop a customized plan to help them achieve their objectives. The company's team of experienced financial professionals has the knowledge and expertise to provide sound financial advice and guidance.

One of the standout features of Avocet Wealth Partnership Ltd is their accessibility. The company offers online appointments, making it easy for clients to schedule a consultation from the comfort of their own home. They also have a wheelchair-accessible entrance and parking lot, making their office accessible to clients with mobility challenges. The office is equipped with a restroom and an appointment is required to ensure that each client receives the attention they deserve.

Avocet Wealth Partnership Ltd has received positive reviews from their clients. With a 5/5 average rating on Google My Business, the company has demonstrated a commitment to providing excellent service. Here's what one satisfied client had to say: Avocet Wealth Partnership Ltd has been a game-changer for my financial future. Their team is knowledgeable, professional, and always available to answer my questions. I highly recommend them to anyone looking for financial planning or mortgage brokerage services.

Reviews of Avocet Wealth Partnership Ltd

Peter Binks

5/5

We have always found Ian very professional and personable over the years we have received advice from him. We feel that he has listened to our requirements and given us sound advice, based on what we have discussed. We feel relaxed and valued at our meetings with him. Any investments are fully researched and explained clearly, and based on our preferred risk rating. We have no hesitation in recommending Ian as a financial advisor. A warm welcome is always assured from Ian & the rest of his team at their comfortable new offices .