Assured Wealth and Estate Planning Limited - Warrington

Assured Wealth and Estate Planning Limited Overview

Located at 750 Mandarin Ct, Warrington WA1 1GG, United Kingdom, Assured Wealth and Estate Planning Limited stands out as a reputable firm offering specialized services in financial planning and consulting. Their contact details include a phone number 1925396122, which can be useful for potential clients looking to reach out directly.

Key Features:
- Specialties: The company prides itself on its expertise in Financial Planner and Financial Consultant services, aiming to provide tailored solutions for estate planning needs.
- Accessibility: For clients with mobility issues, Assured Wealth and Estate Planning Limited boasts an entrance, parking lot, and restroom all wheelchair accessible, ensuring a convenient service for everyone.
- Appointments: While services are available, the firm recommends making appointments to ensure timely assistance.

Location and Contact Information:
The company can be found at 750 Mandarin Ct, Warrington WA1 1GG, United Kingdom. For those who prefer digital communication, their phone number is 1925396122. Unfortunately, they do not have a listed website, which might limit online research opportunities.

Opinions and Ratings:
Despite having 4 reviews on Google My Business, the average opinion is a moderate 3 out of 5. This suggests a generally satisfactory service experience but with room for improvement in areas not specifically mentioned by reviewers.

Recommendations for Prospective Clients:
- Research Reviews: Given the average rating, it's beneficial for potential clients to read individual reviews to get a clearer picture of the service quality and client satisfaction.
- Schedule a Consultation: Due to the recommendation to make appointments, prospective clients should book a consultation to discuss their specific estate planning needs.
- Accessibility Matters: The wheelchair accessibility of the premises is a significant plus for those with mobility concerns, ensuring a comfortable service experience.

👍 Reviews of Assured Wealth and Estate Planning Limited

Sarah

5/5

After struggling through my divorce the pensions between me and my ex were the one thing I really wanted to get sorted out. I could not believe how expensive it was going to be to have our pensions assessed for the court. One firm quoted £3,800. We simply could not afford that much after spending so much on other legal fees. My friend at work recommend Assured Wealth to us and their fees were a fraction of the cost. The report we received was so easy to understand and when I needed some guidance on how my pension transfer would be processed, someone from the company explained in full detail the complexities and how they can be managed. I felt overwhelmed before speaking with them and they could not have been much more help. Fast, efficient and a low cost. They really helped me when I needed the help.

Zoe L.

5/5

Assured Wealth and Estate Planning are the most ethical company I have come across in the finance section for some time. Mark really cares about ensuring that his clients have the best plans in place for their future. I would highly recommend that you have a financial planning meeting with them.

daniel R.

1/5

Terrible!! Were used to supply a CETV for a pension share and the report they gave was described as... 'factually incorrect', 'ignores very important points' and 'calculations are nonsensical'.
The report was not worth the paper it was written on. DO NOT USE!

Steve T.

1/5

A cowboy company especially from so called pensions 'expert' Paul Heath. Question any reports from the guy.