Informed Wealth Management Ltd - Manchester

Informed Wealth Management Ltd is a reputable financial consultancy company situated at 9 Barton Rd, Worsley, Manchester M28 2PD, United Kingdom. They can be reached via phone at 790-287-3640 or through their website iwm.ltd. The company specializes in providing financial consultancy services and holds a strong reputation for excellence, as evidenced by their 5/5 average rating on Google My Business, with 35 reviews in total.

Informed Wealth Management Ltd is known for its exceptional customer service and expertise in financial consulting. Their team is highly knowledgeable and experienced, providing practical advice that is easy to understand. Clients appreciate their prompt responses to queries and the personal touch they bring to their services.

The company offers various additional amenities, including a wheelchair-accessible car park, wheelchair-accessible toilet, and restroom facilities. Appointments are recommended for those seeking their services.

👍 Reviews of Informed Wealth Management Ltd

Alastair

5/5

Richard is extremely knowledgeable and helped me set up my investment portfolio extremely efficiently. He will advise you according to your own personal goals with fund management. Would recommend highly.

Nigel W.

5/5

Finding a good financial advisor can be tricky and a little bit daunting.
If you're looking for a financial advisor who is very personable, well-informed and not at all pushy, Richard fits the bill. He provides solid, practical and easy to understand advice. He also responds very promptly to any queries.
Also has interesting chat about his various travels!

Tom S.

5/5

Richard was great to deal with from start to finish. Really insightful, thorough and helpful when discussing my financial requirements, as well as being incredibly patient when it came to helping me make a decision across my pension and other investment opportunities – both personally and professionally. Will be continuing to work with Informed Wealth Management and would highly recommend.

Dorothy H.

5/5

Richard has been extremely helpful during my recent bereavement. He is professional but friendly and I have complete confidence in his advice regarding my investments.

Paula C.

5/5

Richard was recommended to me by a family member a year ago and I am very happy with my decision to join IWM. He is professional, knowledgable, approachable and overall a really nice man. I am confident my money is in a good place and he’s given me fantastic advice on my pension and savings. Cannot recommend enough!

Kaye M.

5/5

So pleased to have secured the services of IWM after being let down by our previous F.A. Richard is professional, approachable and very knowledgeable. Richard provides regular updates on our pension funds and goes the extra mile. We feel we are in good hands and would not hesitate to recommend Richard to anyone looking for financial advice.

peter C.

5/5

I found Richard excellent to deal with, would not hesitate to contact Richard in the future if i had any financial problems. Very pleasant and easy to talk to for pensions & helps in everyway he can. I would highly recommend him to anybody who is looking to sort their financial future out. Thankyou Richard.
Peter

Linda W.

5/5

Richard offers an excellent service, has really helped me in reinvesting for the future. My funds have done well even through COVID. Richard is helpful and spends a lot of time ensuring the correct investment. He keeps in contact with regular updates each year. He offers a very personal but professional service and I would recommend his services.