Walpole Financial Management - Surbiton

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Walpole Financial Management

Located at 12 Victoria Rd, Surbiton KT6 4JZ, United Kingdom, Phone: 2087862112, and Website: walpolefinancial.co.uk, Walpole Financial Management is a reputable financial planning company that offers expert advice to individuals and families.

Specialties

• Financial planner

Established for over 7 years, Walpole Financial Management has maintained its commitment to providing practical and straightforward financial guidance, free from high-pressure sales tactics. This approach has earned the company a loyal client base and positive reviews.

One of the key benefits of working with Walpole Financial Management is the regular updates provided to clients, allowing them to stay informed and make well-informed decisions about their finances. The team is always available to discuss portfolios and provide expert advice at any time.

Other points of interest

• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Walpole Financial Management is wheelchair accessible, making it a convenient option for clients with mobility needs. Appointments are recommended to ensure a personalized experience.

Opinions

With 5 reviews on Google My Business, Walpole Financial Management has consistently received positive feedback from clients. The company's expertise, professionalism, and approach have been praised, with many clients recommending the service to others.

One client noted that they were 'professional and friendly, provided excellent and well-explained expert advice. Cannot recommend strongly enough' after a positive experience 7 years ago. This sentiment is reflective of the company's commitment to delivering exceptional service.

Average opinion

The average opinion is 5/5, indicating a high level of satisfaction among clients. This is a testament to the company's ability to meet the needs of its clients and provide valuable financial guidance.

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"summary": "Walpole Financial Management is a reliable financial planning company offering expert advice and practical guidance. With a commitment to wheelchair accessibility and regular updates, they provide a personalized experience for clients.",
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👍 Reviews of Walpole Financial Management

L

5/5

Professional and friendly, provided excellent and well explained expert advice. Cannot recommend strongly enough

Ian T.

5/5

After becoming worn down by the double glazing salesman shenanigans of the big firms uptown, I decided to look locally. Walpole’s approach was practical and straightforward, and most importantly void of any upselling or double glazing salesman esq pressure. That was 7 years ago. They are still now equally as grounded. I receive regular updates from them and they are more than happy to discuss my portfolio at any time.

STEVE P.

5/5

This firm has demonstrated a clear and knowledgeable understanding of my financial situation and needs and have offered consistently good advice over many years. An exceptional company. Highly recommended.

Kelly A.

5/5

Excellent advice. Very friendly and helpful. Can't fault them.

Wendy T.

5/5