Concierge Wealth Management - Worthing

Address: 196 Findon Rd, Hammerpot, Angmering, Worthing BN14 0EU, United Kingdom.
Phone: 1903681138.
Website: conciergewealth.co.uk
Specialties: Financial consultant, Mortgage broker.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Free street parking.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Concierge Wealth Management

☎️1903681138

⏰ Open Hours of Concierge 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

Concierge Wealth Management

Located at 196 Findon Rd, Hammerpot, Angmering, Worthing BN14 0EU, United Kingdom, Concierge Wealth Management is a distinguished financial services provider that specializes in financial consulting and mortgage brokering. With a strong commitment to personalized service, they have earned a reputation for excellence in the industry.

Specialties

Concierge Wealth Management offers a range of services tailored to meet the unique financial needs of their clients. Their expertise lies in providing financial consulting and mortgage brokering, ensuring that clients receive the best possible advice and solutions.

Other Points of Interest

In addition to their core services, Concierge Wealth Management also offers online appointments and onsite services for the convenience of their clients. The facility is designed with accessibility in mind, featuring wheelchair accessible parking and wheelchair accessible restrooms. Clients can also enjoy free street parking and appointment required services.

Opinions and Reviews

With over 10 reviews on Google My Business, Concierge Wealth Management has consistently received high praise from its clients. The average opinion score is 5/5, reflecting the company's dedication to providing exceptional service. Clients appreciate their personalized approach, clear communication, and prompt payment processes.

Why Choose Concierge Wealth Management

Concierge Wealth Management stands out due to its focus on personalized financial solutions. They take the time to understand each client's unique needs and create bespoke packages that go beyond ready-made deals. Their team of experts is always ready to provide clear and fast communication, ensuring that clients feel supported throughout their financial journey.

Contact Information

For more information or to schedule an appointment, visit their website at conciergewealth.co.uk or contact them by phone at 1903681138.

Don't hesitate to take the first step towards securing your financial future. Contact Concierge Wealth Management today and experience the difference personalized financial management can make.

👍 Reviews of Concierge Wealth Management

Tracie M.

5/5

23/10/2024
Today I was contracted for cleaning services.
Adam ,was very personable.
His communications were super clear and fast supported with prompt payment.
A pleasure to work for.
*Recommended customer.*

Linda M.

5/5

We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.

Malcolm S.

5/5

My wife and I met with Adam McCallion to discuss our finances and both of us were extremely impressed with his knowledge and understanding of the financial world. We found Adam to be honest, straightforward and very approachable. Highly recommended.

Keith R.

5/5

I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number.

Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever.

Thank you Adam, thank you Tracey for looking after me so well.

John D.

5/5

This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice.
Many thanks Val and John Dray

philip B.

5/5

I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.

Anthony B.

5/5

Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile.
They always keep me up to date at every step of the way & always very responsive with any questions I have.
I would highly recommend!

R M.

5/5

A highly personalised service which has served my family well in all the varying areas we have needed guidance on. All members of the firm are experts in their field and go out of their way to solve problems in a timely and cost efficient manner.
I would happily recommend Concierge and constantly do so