Paul Geddes Wealth Management Ltd - Leicester

Address: Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP.
Phone: 01162898562.

Specialties: Financial Advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Paul Geddes Wealth Management Ltd

☎️01162898562

⏰ Open Hours of Paul Geddes Wealth Management Ltd

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

Paul Geddes Wealth Management Ltd is a financial advisory company located at Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP. You can contact them at 01162898562.

Characteristics

As a financial advisor, Paul Geddes Wealth Management Ltd specializes in providing expert guidance on financial matters. They offer a personalized approach to help clients achieve their financial goals, whether it's saving for retirement, investing in stocks, or managing debt.

Location

The company's location at Meridian Business Park is easily accessible by car, with a wheelchair-accessible car park, entrance, and toilet available on-site. The park is situated near the M1 and M69 motorways, making it a convenient location for clients coming from different parts of the country.

Other Points of Interest

Paul Geddes Wealth Management Ltd offers appointments, ensuring that clients receive undivided attention and personalized service. The company also has toilets available on-site, making it a comfortable location for clients to visit.

Opinions and Average Opinion

According to Google My Business, Paul Geddes Wealth Management Ltd has received 34 reviews with an average opinion of 5/5. Clients have praised the company's expertise, approachability, and support in managing their finances. One client said, "Adam and Phil have been incredibly helpful guiding through different options available to me. They’ve made the entire process straightforward and easy to understand, breaking down complex concepts into simple terms. Their support has given me confidence in managing my finances, and I truly appreciate their expertise and approachability. Highly recommended".

Recommendation

Paul Geddes Wealth Management Ltd is an excellent choice for anyone looking for a reliable and approachable financial advisor. Their personalized approach, convenient location, and positive reviews make them a top choice for anyone seeking financial guidance. We recommend visiting their website or contacting them directly to schedule an appointment and take the first step towards achieving your financial goals.

👍 Reviews of Paul Geddes Wealth Management Ltd

Paul Geddes Wealth Management Ltd - Leicester

Mitch Stone

5/5

Adam and Phil have been incredibly helpful guiding through different options available to me. They’ve made the entire process straightforward and easy to understand, breaking down complex concepts into simple terms. Their support has given me confidence in managing my finances, and I truly appreciate their expertise and approachability. Highly recommended!

Paul Jupp

5/5

Adam and his team are second to none. Gave advice and guidance. Both myself and my wife have pensions via Paul Geddes Wealth and are more than confident in the advice given. Adam touches base regularly with updates and a good bit of banter regarding our choice in football teams.
Very professional company who we have 100% faith and confidence.

Gavin Bee

5/5

I have a been client of Paul Geddes Wealth Management Ltd since 2011 and during this time, Adam has proved to be an extremely trusted advisor.
He has helped with my pensions, general savings, VCT investments, always conducted via regular informative reviews.
I have full confidence in Adam and his expertise, backed up by the wider SJP machinery.
His team are knowledgeable and helpful.
A totally positive experience which I would not hesitate to recommend.

Nigel Humphries

5/5

My wife and I have been with PGWM for nearly 10 years now, initially with Paul Geddes and more recently with his son, Adam.
Having experienced previous financial advisors we have found PGWM a breath of fresh air and have full trust & confidence in the advice and guidance we receive from them. We both have our pensions & ISA's invested with St. James's Place through PGWM and are very satisfied with their performance.

John Armour

5/5

As a longstanding customer I've always been given great confidence in the effectiveness of PGWM. For both routine aspects as well as one-off, individual situations, Adam and the team have been assiduous in making sure that I get clear information and that effective action is taken promptly.

Richard Ball

5/5

I've been with Adam and the team at Paul Geddes Wealth Management a little over 2 years now, and Adam's been a game-changer. He's got this talent for simplifying the finance jargon, which is a lifesaver when you're navigating investments and your options.

What really impresses me about Adam is his communication skills. He's always available, no matter what, and he never brushes off any of our questions.

And Adam's attention to detail? It's spot on. He's constantly fine-tuning our portfolio, suggesting tweaks to make sure we're getting the most out of our investments.

Adam and the team at Paul Geddes Wealth Management is the real deal. Can't recommend him highly enough!

Jim Parlato

5/5

Paul Geddes Wealth Management have been looking after my pension and investments for many years now and I've been delighted with the service and advice I've received from both Adam and previously his father Paul. I appreciate Adam's honesty, integrity and support in the advice he offers, Everything is explained in thorough and easy to understand way, which makes decision making much easier.

Angela Stone

5/5

I have a been client of Paul Geddes Wealth Management Ltd since 2018 and during this time, Adam has proved to be an extremely Trusted Advisor.
He has helped with my pensions, general savings, regular reviews and has taken the time to explain new products which have become excellent investments. As a result, I have 100% confidence in Adam and his expertise.
His team are always on the ball, knowledgeable and helpful. Due to these positive experiences, I did not hesitate to introduce Adam to my friends and family.