IP Wealth Management Ltd - Ossett

Introduction to IP Wealth Management Ltd

IP Wealth Management Ltd is a prominent financial planning company located at Unit 5 Westgate Court SilkWood Park Ossett, Wakefield WF5 9TT, United Kingdom. The company can be contacted via phone at 1924200241 or by visiting their website at ipwmltd.co.uk.

Company Specialties and Services

Specializing in financial planning, IP Wealth Management Ltd offers a wide range of services to help individuals and businesses manage their finances effectively. Their experienced team of advisors work closely with clients to develop personalized strategies tailored to their unique needs and goals.

Accessibility and Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

To ensure the best possible experience, it is recommended to schedule an appointment prior to visiting the office. The company is committed to providing a welcoming and inclusive environment for all clients.

Company Opinions and Reviews

With a 5/5 average rating, IP Wealth Management Ltd has garnered positive feedback from its clients. One notable review highlights the company's ability to go above and beyond to finalize a suitable deal, even in the face of unexpected challenges. The advisors are praised for their friendliness and helpfulness, making the overall experience extremely satisfying for the client. Another reviewer mentions receiving assistance with a remortgage and new health insurance policy, further demonstrating the company's expertise and commitment to client satisfaction.

👍 Reviews of IP Wealth Management Ltd

Alec R.

5/5

Received help with remortgage and new health insurance policy.
Both advisors were friendly and very helpful, due to an unforseen error bye my bank the Chris had to go above and beyond to finalise a suitable deal.
Very happy with my experience and recommend.

Mark R.

5/5