Consilium Wealth Limited - Stamford
Address: Orion House, 14 Barn Hill, Stamford PE9 2AE, United Kingdom.
Phone: 1780758523.
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.
📌 Location of Consilium Wealth Limited
⏰ Open Hours of Consilium Wealth Limited
- 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
Okay, here’s a comprehensive overview of Consilium Wealth Limited, formatted as requested, aiming for a formal and helpful tone:
Consilium Wealth Limited: A Detailed Overview
Consilium Wealth Limited is a financial planning firm located in Stamford, Lincolnshire, United Kingdom. The company operates from Orion House, 14 Barn Hill, PE9 2AE, and can be contacted via telephone at 1780758523. While they currently maintain a minimal online presence – lacking a dedicated website – they prioritize client accessibility and service. Their core business revolves around providing tailored financial planning solutions to individuals seeking to manage and grow their wealth effectively.
Location and Accessibility
Consilium Wealth Limited’s physical address at Orion House is situated in a convenient location within Stamford. The firm demonstrates a strong commitment to inclusivity, offering several accessibility features to accommodate clients with diverse needs. Specifically, they provide a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they offer standard restroom facilities for all visitors. Appointments are strongly recommended to ensure sufficient time for a thorough consultation and personalized strategy development.
Services and Specializations
The firm specializes exclusively in financial planning. This suggests a deep understanding of a broad range of financial concepts and strategies. While details regarding specific service offerings aren’t readily available online, it’s anticipated they cover areas such as:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Pension Reviews
It appears Consilium Wealth aims to offer a holistic approach, addressing various aspects of a client’s financial life. The emphasis on appointments indicates a desire for a considered and detailed service, rather than a quick consultation.
Client Feedback and Reputation
Currently, Consilium Wealth Limited has two reviews on Google My Business, resulting in an average rating of 3 out of 5. This suggests a mixed experience for clients, with some expressing considerable satisfaction. The phrase “Оправдали ожидания, остался очень доволен” (roughly translated as “They met my expectations, I was very pleased”) highlights a positive sentiment observed within the feedback. The overall feedback, though balanced, indicates a firm that strives to deliver on its promises, with a focus on building client relationships and understanding individual financial goals.
Key Contact Information
Address: Orion House, 14 Barn Hill, Stamford PE9 2AE, United Kingdom
Phone: 1780758523
* Website: (Currently None)
It is recommended that potential clients contact Consilium Wealth Limited directly to discuss their specific financial needs and explore the services offered. The firm's commitment to accessibility and personalized consultations suggests a professional and client-focused approach to financial planning.
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