Pilgrim Wealth Management - Thames Ditton

Pilgrim Wealth Management es una empresa de asesoramiento financiero con sede en Thames Ditton, Reino Unido, ubicada en 116 Thorkhill Rd, Thames Ditton KT7 0UW. La empresa ofrece una amplia gama de servicios de planificación financiera y asesoramiento de inversiones. El teléfono de contacto es 7736250573 y su sitio web es www.pilgrimwealthmanagement.co.uk.

En Pilgrim Wealth Management, los expertos en finanzas trabajan estrechamente con sus clientes para entender sus objetivos financieros y desarrollar planes personalizados para ayudarles a alcanzar sus metas. Los servicios ofrecidos incluyen planificación de pensiones, asesoramiento de inversiones y otros servicios financieros.

Specialidades

• Financial planner
• Investment service
• Pension office

La empresa destaca por su enfoque personalizado y su compromiso con la excelencia en la atención al cliente. Los clientes valoran la experiencia y la consejería de los expertos en finanzas de Pilgrim Wealth Management.

Otras características

• Online appointments
• Wheelchair-accessible car park
• Toilet
• Appointment required
• Appointments recommended

Si estás buscando asesoramiento financiero personalizado y confiable, Pilgrim Wealth Management es una excelente opción. Con una reputación sólida y una experiencia en el sector, la empresa está comprometida con ayudarte a lograr tus objetivos financieros.

La empresa tiene 4 opiniones en Google My Business, con una calificación promedio de 5/5 de los clientes.

Resumen

Pilgrim Wealth Management es una empresa de asesoramiento financiero con sede en Thames Ditton, Reino Unido, que ofrece servicios de planificación financiera y asesoramiento de inversiones. Con una reputación sólida y un enfoque personalizado, la empresa es una excelente opción para aquellos que buscan asesoramiento financiero confiable.

👍 Reviews of Pilgrim Wealth Management

john M.

5/5

I had the pleasure of speaking to Richard Wilson today, regarding an income tax query I had in relation to a Bond Settlement Certificate, that I had surrendered on behalf of an elderly lady, for whom I have Power of Attorney. Richard displayed empathy to my ignorance of financial or tax implications, he had an enormous amount of patience listening to my amateur and perhaps nauseating lay persons questions, calming my anxieties, providing reassurance, and educating me on the nuances in this financial arena, (that frightens me), he ensured I did not unwittingly set off any incendiary devices, so to speak and took the necessary time to ensure I understood his questions and more importantly, that I furnished him with the correct information, before providing his most welcome and grateful advice. He restored my faith in human nature and compassion. What a credit to the financial institution and company he represents. Please, please, have no hesitation in using “True Potential Wealth Management” for your reassurance of a professional commitment and above and beyond service, from a superstar, ask for Richard.

Gordon S.

5/5

Richard's knowledge of the financial landscape is vast, but he manages to explain in a way that understandable to those of us not in the industry. Plus, he is always on top of the latest developments. Definitely recommend Richard's services to anybody looking for financial advice long or short term.

Ian C.

5/5

I found Richard to be knowledgeable, helpful and professional. He was generous with his expert advice in helping me with a complex and difficult pension drawdown situation hampered by confusing and delaying GMB equalisation rulings.
Thoroughly recommend dealing with this courteous and approachable gentleman.

Alfredo A.

5/5

Richard has always been a very helpful consultant and brings a friendly attitude as well as insight information on the investment and services. I have recommended his services to my friend and all have been very satisfied. thanks