Highclere Wealth - Financial Advisers, Newbury - Newbury

Address: 7 Lower Woodspeen Court, Newbury RG20 8BL, United Kingdom.
Phone: 163542328.
Website: highclerewealth.com.
Specialties: Financial consultant, Financial planner, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

Location of Highclere Wealth - Financial Advisers, Newbury

163542328

Highclere Wealth - Financial Advisers, Newbury: A Comprehensive Review

Highclere Wealth, located at Address: 7 Lower Woodspeen Court, Newbury RG20 8BL, United Kingdom, is a renowned financial advisory firm that has been providing exceptional services to its clients. With a Phone: 163542328 and Website: highclerewealth.com, this company has established itself as a trusted name in the financial industry.

Specializing in Financial consulting, Financial planning, and Investment services, Highclere Wealth is dedicated to helping its clients achieve their financial goals. Whether you are an individual or a business, their team of experienced financial advisers can provide you with personalized advice and solutions tailored to your unique needs.

One of the key features of Highclere Wealth is their commitment to providing convenient and accessible services. They offer Online appointments, Onsite services, and have a Wheelchair accessible entrance, Wheelchair accessible parking lot, and Wheelchair accessible restroom, making it easy for everyone to access their services. They also have a Restroom and require Appointment, ensuring that their clients receive the attention and care they deserve.

Highclere Wealth has received rave reviews from its clients, with an Average opinion of 5/5 based on 9 reviews on Google My Business. This is a testament to their expertise, professionalism, and dedication to providing the best possible services to their clients.

If you are looking for a financial adviser you can trust, Highclere Wealth is an excellent choice. Their team of experienced advisers, convenient location, and commitment to accessibility make them a standout in the financial industry. So why wait Contact them today through their website and start working towards your financial goals.

Reviews of Highclere Wealth - Financial Advisers, Newbury

Highclere Wealth - Financial Advisers, Newbury - Newbury

Matthew Chapman

5/5

Deane and David have been looking after our pensions and investments for a good few years now. We really appreciate how accessible they are and how they keep up with our rapidly changing plans. They strike a good balance between clear, sensible advice with some good humour, which helps when discussing such matters. Their compliance procedures are reassuringly robust and their support team provide an efficient service. Very happy.

Andy Fish

5/5

Deane & David at Highclere Wealth continuously provide excellent feedback on portfolio progress. I enjoy the periodic opportunity to simply take a moment to re-evaluate my financial position, next steps on life’s journey and optionality around any investment changes needed. Delighted to have moved part of my pension funds across many years back now and will complete that pension transfer upon my retirement (whenever that may be !).

Maryanna Rann

5/5

Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and encourages confidence.

I have felt comfortable at their offices as the team has been welcoming in pleasant surroundings.

Richard Sutcliffe-Smith

5/5

Highclere Wealth has been been providing really excellent financial planning advice to my wife and I for a number of years. This has included the transition from full employment through to retirement (and beyond). Very happy with the level of service HW provides and a big thanks to Deane Anderson, David Lewis and the team in Newbury.

John Blake

5/5

I have been with Highclere Wealth for many years and cannot recommend them highly enough. They have always given wise, helpful advice and have taken a close interest in my financial welfare. Deane and his team are scrupulously honest and I have recommended them to my family and friends. They are simply the best.

Aaron White

5/5

I've always felt pretty knowledgeable about what I can do with my finances and honestly enjoyed that its been me that has found the answers to what I should be doing with our finances next. However, once I sat with Deane and Max and discussed what our goals towards retirement were and where we currently have our money invested, my mind was blown with the opportunities to go and how we could diversify where we felt most happy. On reflection, I should have spoken to them much sooner.

Trudy Rogers

5/5

Deane and the team have always provided a first class service for my clients. There is a wealth of knowledge with practicality and the human touch which gives great customer service every time. I can only recommend if I'm confident in the provider and I'm confident in Highclere Wealth.

Colin Hughes

5/5

I have enjoyed a 6 year relationship with this team. Good advice and friendly service. No hesitation in recommending them in financial planning for private individuals.