Shenley Private Wealth - Milton Keynes

Address: Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom.
Phone: 7932625085.
Website: shenleyprivatewealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Shenley Private Wealth

☎️7932625085

⏰ Open Hours of Shenley Private 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

Shenley Private Wealth is a financial planning firm located at Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom. They can be reached by phone at 7932625085 and have a website at shenleyprivatewealth.co.uk.

Specialties

Shenley Private Wealth specializes in financial planning, providing personalized advice and solutions to help individuals manage their finances effectively. Their team of experts is dedicated to understanding each client's unique needs and goals, and developing a customized plan to help them achieve those objectives.

Other Points of Interest

The firm is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. An appointment is required to visit the office. The restroom is also available for use.

Opinions

Shenley Private Wealth has received 39 reviews on Google My Business, with an average rating of 5/5. Many clients have praised the firm for its friendly and patient service, as well as its ability to explain complex financial concepts in a straightforward and non-patronizing way. One client wrote, "I highly recommend this company and I will definitely choose them if I ever need any personal financial advice in the future."

Recommendation

If you are looking for personalized financial planning advice, Shenley Private Wealth is an excellent choice. Their team of experts is dedicated to understanding your unique needs and goals, and developing a customized plan to help you achieve them. With a wheelchair accessible office and a strong reputation for friendly and patient service, Shenley Private Wealth is a top choice for financial planning services. Contact them today through their website at shenleyprivatewealth.co.uk to learn more and schedule an appointment.

👍 Reviews of Shenley Private Wealth

David H.

5/5

Took my elderly father to see Minaxi as he was having problems with his trust fund/Tax. She was friendly, very patient and talked him through all of the options in a straight forward and non-patronising way. This helped him to resolve the problem easily. I highly recommend this company and I will definitely choose them if I ever need any personal financial advice in the future.

Colin G.

5/5

Max has been our financial advisor for the last 12 years. Over this time we have always found her to be very professional and helpful. We trust her recommendations as she understands our needs and always gives us sound advice to navigate the ups and downs of the financial market. We have had no hesitation in recommending her to others.

Bryony J.

5/5

Max has been managing my finances for many years now. She provides sound advice and often goes above and beyond to assist with any issues arising. It is easy to discuss things with her - she explains the pros and cons clearly. I would not hesitate to recommend her.

Andrew D.

5/5

Max has been advising me for 6 years now, and I can’t speak highly enough of her. She takes time to explain investment options , and what I should consider, and manages at the same time to simplify all the complexities!! Recommending Max to friends and work colleagues is something I have done with pleasure , and they too are delighted with the service Max offers. She has even taken time to advise my son with his investments, and I am truly grateful for that. I am very happy putting my trust on investments and pensions with Max and the team at St James.

Mike D.

5/5

Max has looked after our finances for over 12 years. During that time she has proved to be a friendly and reliable financial advisor who, with thoughtful consultation, continues to effectively manage our funds to secure our retirement and plans for future needs.

Always professional in her approach, she is has proved ready to 'go that extra mile' when the need arises.

We were happy to recommend her to other family members.

Karen G.

5/5

Max is great, she is friendly and reliable and she is always professional in her approach, and gives good solid financial advice.

Max has looked after our finances for many years and response quickly to any questions we might have. Would highly recommend Max.

Helen Q.

5/5

Having advised me for more than 8 years, Max has provided sound investment advice and grown my portfolio. Her expertise and knowledge is great and she listens to my questions / 'wants' in terms of where to invest. I would not hesitate to recommend her and the service she provides is friendly, caring and beneficial!

Mike P.

5/5

Max Patel has been my financial advisor for 5-years, during which time she has provided a first class friendly and trustworthy service. Max keeps me well informed on all financial matters relating to my retirement wealth management and the necessary planning to enable a secure future. The knowledge and professionalism demonstrated by Max has been key to help me understand the importance and true value of using a financial advisor.