KC Wealth - Maidenhead

Address: 9, KC Wealth, Lake End Court, Taplow Rd, Taplow, Maidenhead SL6 0JQ, United Kingdom.
Phone: 1753424911.
Website: kcwealth.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of KC Wealth

KC Wealth 9, KC Wealth, Lake End Court, Taplow Rd, Taplow, Maidenhead SL6 0JQ, United Kingdom

⏰ Open Hours of KC Wealth

  • 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

KC Wealth es una empresa financiera ubicada en Taplow, Maidenhead, Reino Unido, con la dirección 9, KC Wealth, Lake End Court, Taplow Rd, Taplow, Maidenhead SL6 0JQ y teléfono 1753424911.

Características y servicios

Esta empresa ofrece servicios de planificación financiera, donde sus expertos están disponibles para ofrecer asesoramiento y orientación en una amplia gama de temas relacionados con las finanzas personales y empresariales.

Entre sus especialidades se encuentran la planificación financiera, y más específicamente, se especializa en ayudar a los clientes a alcanzar sus objetivos financieros a corto y largo plazo.

Especialidades

  • Financial planner

Acerca de KC Wealth

Esta empresa cuenta con 13 reseñas en Google My Business, lo que indica una alta satisfacción del cliente.

Opiniones

Los clientes han destacado la excelente asistencia y el conocimiento de los expertos de KC Wealth, quienes están comprometidos con ayudar a sus clientes a tomar decisiones informadas sobre sus finanzas.

Una de las opiniones destacadas menciona que la empresa proporciona una orientación personalizada y detallada, lo cual es fundamental para entender y cumplir con las metas financieras.

Además, los clientes han elogiado la disponibilidad y la capacidad de Karan para explicar conceptos financieros complejos de manera sencilla y clara, lo que ha contribuido a construir confianza con sus clientes.

En resumen, KC Wealth se destaca por su profesionalismo, conocimiento y compromiso con sus clientes, lo que ha llevado a una alta satisfacción en sus reseñas.

Información de contacto

Para obtener más información o programar una cita, visite su sitio web www.kcwealth.co.uk o llámenlos al 1753424911.

Esta empresa está accesible para personas con discapacidad, ya que cuenta con espacios para coches de discapacidad y entrada y baño accesibles.

Es recomendable realizar una cita previa, ya que esto permite personalizar el servicio y asegurar que las necesidades y objetivos financieros de cada cliente sean atendidos de manera efectiva.

En resumen, KC Wealth es una opción confiable para aquellos que buscan asesoramiento financiero personalizado y especializado.

👍 Reviews of KC Wealth

KC Wealth - Maidenhead
Susan M.
5/5

Karan has provided excellent advice and help over the past 3 years. His advice is always very well explained and he is happy to answer all questions. He is also happy to help with any questions you have related to finance and recently helped with the best way to finance my daughter’s university costs. I am definitely now in a better financial position and feel confident in my pension for the future.
I would 100% recommend Karan.

KC Wealth - Maidenhead
Sarah G.
5/5

Karan has been our financial advisor for the last 7 years and we have always been extremely happy with the service and advice we've received. I feel very confident that our finances are in safe hands. Karan is very professional and so easy to talk to and his team are great too!

KC Wealth - Maidenhead
Jeremy E.
5/5

Over the last 8 years Karan has helped me plan my personal financial life by providing a sensible balanced approach to investment which has, through a number of market crashes, provided good returns in the long run. Over and above this Karan has helped me navigate the UK tax rules which when coupled with investment returns has benefitted my financial outlook greatly. The approach to asset allocation leaves me confident to leave assets invested and to continue to invest into the future.

KC Wealth - Maidenhead
Mahesh P.
5/5

Karan's practice focuses on holistic planning and advice, understanding your personal circumstances. He strives to suggest investments and tax savings options that are realistic and tailored to your risk appetite, expectations and situation. His recommendations are spot on and sensible but he also allows you the space to make your decisions. KC Wealth staff is really down to earth, helpful and there to support with necessary actions and decisions. Definitely recommend KC Wealth if you are looking for a long term view towards investments and growth.

KC Wealth - Maidenhead
Madhusudana S.
5/5

We have been with Karan and KC wealth for about a decade now. We have had lots of interactions with this thoroughly professional group over these years . The personalized service is hallmark with timely market updates have been the key. The advice and approach is holistic and well balanced to suit the life style with changing circumstances. The investment portfolio is well taken care with timely and proactive intervention with the market vicissitudes. Karan has been par excellent in helping us build the build and manage our investment portfolio, this visit as well was hugely helpful to make necessary adjustments and review the income and life protection plans. Thank you dear Karan for your time and much hospitable service at your office during our recent visit, look forward to many more of such...Highly recommended to review with Karan and gain control and confidence of your finances.

KC Wealth - Maidenhead
Lee R.
5/5

Karan Chandreja has a gift when it comes to finance management...

From a starting point where I didn't expect to improve on my current financial situation, Karan was able to show me and my wife some very creative ways to use the pension schemes available to us to maximise our pension fund growth and substantially reduce our tax burden without seriously, negatively impacting our net income. He may just have made it possible for us to retire five years earlier than previously planned!

Even if you think your circumstances can't be improved, what have you got to lose from a 30min chat?
It might just end up being one of the best-spent 30mins you ever had.

KC Wealth - Maidenhead
Andrew P.
5/5

I have been very unsure about seeking any Financial Advice for many years but I am so pleased my friend recommended Karan to me five years ago. The whole service has been impeccable from the start and tailored to me and my family's needs. Karan breaks complex subjects into simple terms so I walk away understanding how it relates to me. Thank you so much. I now confidently recommend Karan to my friends as a thank you!

KC Wealth - Maidenhead
Ray L.
5/5

I have entrusted my pensions to Karan for over 5 years now and am extremely happy with the service , advice and also importantly his forward thinking on the markets and the effects they would have on my investments. Karan gives me excellent advice on where to change my investment portfolio during these financial challenging times. Thank you Karan for your support!

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