Mount Stuart Wealth Management Limited - London

Mount Stuart Wealth Management Limited is a financial planning firm located at Address: 30 Lombard St, London EC3V 9BQ. They can be reached at Phone: 02080420320 or through their website Website: mountstuartwm.co.uk.

This company specializes in providing Financial planner services. They offer a variety of convenient features such as Online appointments, On-site services, and Language assistance to make the process as smooth as possible for their clients. The company is also Wheelchair-accessible with seating and toilet facilities to accommodate clients with mobility needs. They are proud to be a LGBTQ+ friendly and Transgender safe space.

According to Google My Business, Mount Stuart Wealth Management Limited has received 4 reviews with an impressive average opinion: 5/5. This is a testament to the high-quality service and care they provide to their clients.

If you are looking for a financial planning firm that is dedicated to meeting your unique needs, Mount Stuart Wealth Management Limited is an excellent choice. Their convenient location, range of services, and commitment to accessibility make them an ideal option for anyone seeking financial guidance.

Recommendation: We highly recommend visiting their website mountstuartwm.co.uk to learn more about their services and to schedule an appointment. Their team of experts is eager to help you achieve your financial goals.

Reviews of Mount Stuart Wealth Management Limited

harry livett

5/5

I have been a client of Callum’s since in 2023. I have been especially pleased with how Callum has supported me in planning out my financial goals. Having previously had a financial adviser, I am delighted with the expert level of service I have received. I would always be willing to recommend Callum and Mount Stuart Wealth Management to others.

Megan McAuliffe

5/5

Callum was recommended to me from a family friend and I have been extremely grateful for his knowledge and advice so far. Callum was extremely helpful in carefully explaining what options I have with regards to my investments and he’s always been available for any other questions/support I’ve requested. I look forward to what my investment future holds.

Dean Daly

5/5

I have known Codey for some time on a personal basis and recently engaged with his company to review my financial planning needs. From the outset I found the team at MSWM attentive. From booking in meetings to any queries, information or documents I need. Every team-member is always prompt at responding and really helpful. Codey’s expertise is considerable. He has taken the time to understand my needs and future goals as well as preparing a detailed cashflow analysis to help me visualise what the future looks like. I now know what I need to do to hit certain financial milestones.
I’d highly recommend even an initial chat with Codey because as soon as you meet him, you know you will be given high quality advice and the team in MSWM really look after you.

Alastair Macnaught

5/5

I am really pleased with the service I get from Codey, Rhys and their team. The advice I get always seems sensible and clear to understand. The fees seem fair in comparison to what I get - they are on hand whenever I need them and no task is too big for the admin team behind the scenes. Things get done when they say they will be done which is a major plus in this day and age of useless customer service. I would gladly recommend them and am happy to provide references to anyone who is interested.