The Wealth Harbour Limited - Cheltenham

Address: 3rd floor, The Wealth Harbour Limited, Eagle Tower, Montpellier Dr, Cheltenham GL50 1TA, United Kingdom.
Phone: 1242251878.
Website: wealthharbour.co.uk.
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of The Wealth Harbour Limited

1242251878

The Wealth Harbour Limited is a financial consulting firm located in Cheltenham, UK. Their office is situated on the 3rd floor of the Eagle Tower, Montpellier Dr, GL50 1TA. You can reach them by phone at 12422

Reviews of The Wealth Harbour Limited

Gillian Blake

5/5

I was one of the first clients to join James Dent at The Wealth Harbour and benefit from his expert advice. At my initial contact meeting I asked James to help me create a legacy for my family with trust funds which would be safeguarded against all the unexpected events life could bring and to reduce my inheritance tax to a minimum. James and his team have a personal relationship with their clients so all the decisions I have made over the years have been driven by careful thought about my family's future needs. I have been retired 13 years now and I have achieved all my original aims. All my affairs are in order and I could not have chosen anyone better to help and guide me through this process than James and his amazing team.

Andrew Armbrister

5/5

Having been an investor with a large Asset Management firm for 25 years and coming to retirement and needing estate planning it was great to have the recommendation of a friend to meet up with James and go through all our current financial needs. His advice was outstanding and together with his team it was wonderful to have everything covered by top quality people, all under one roof.
Since then James has recruited Hilary Wise which has further enhanced the support we, as clients receive.

Jayne Eaden

5/5

The Wealth Harbour helped me achieve my goal of retiring early with the knowledge that I was financially secure. They are always on hand to answer queries and a yearly financial review provides information in a format that is easy to understand. I would highly recommend them.

Jo Greenslade

5/5

James and his team have been a breath of fresh air, providing really clear advice which has helped us feel more confident about our finances for the future. Very responsive and a pleasure to work with.