Wealth Doctor - Chepstow

Wealth Doctor

Address: Riverside Court, Beaufort Park, Basepoint, Chepstow NP16 5UH, United Kingdom.

Phone: 1291626373.

Website: wealthdoctor.co.uk.

Especialidades

Specialties: Financial planner.

Otros datos de interés

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.

Opiniones

This company has 24 reviews on Google My Business.

The average opinion is 5/5.

Wealth Doctor has been very supportive and helpful throughout our financial planning journey, offering clear advice and options for us to make informed decisions. His friendly manner and refreshing approach make him very easy to interact with and he explains things in a very understandable way so we can get the full picture how a particular scenario might impact us. We’d highly recommend Wealth Doctor Financial planning for anyone considering expert financial advice and planning.

👍 Reviews of Wealth Doctor

Lorna A. T. F.

5/5

Josh has been very supportive and helpful throughout our financial planning journey, offering clear advice and options for us to make informed decisions. His friendly manner and refreshing approach make him very easy to interact with and he explains things in a very understandable way so we can get the full picture how a particular scenario might impact us. We’d highly recommend Wealth Doctor Financial planning for anyone considering expert financial advice and planning.

Jude F.

5/5

Josh was referred to us by a good friend who expressed how great he was at his job. She wasn’t wrong! We have always found Josh very friendly, professional, kind and extremely helpful. Any uncertainties have been speedily addressed, and information is always clearly explained. He always obtainable to clarify and simplify any tricky processes ensuring we are happy and relaxed with the choices made. We have been thankful for Josh's excellent guidance over the years, and feel we are in safe hands We would highly recommend his service!

David B.

5/5

After a chance meeting at a local business event several years ago Josh has helped us convert a rather dormant pension into a significant asset. His always professional, yet friendly demeanour makes him a pleasure to do business with and changes we have jointly agreed upon have always been swiftly actioned.
I have no hesitation in recommending Josh to anyone looking for qualified financial advice from someone who takes time to discuss things fully and whom they can truly trust.

fiona K.

5/5

I have always found Josh very approachable, professional and helpful. Any queries have been promptly addressed, and information is clearly explained. I have been grateful for Josh's excellent advice over the years, and feel very reassured that he is overseeing my pension and financial planning.

Malcolm T.

5/5

Both my wife and I have used IAM Financial services for a number of years since our retirement . We have received excellent guidance throughout this time from Josh, demonstrating a thorough and comprehensive knowledge of all things financial. He always available to explain and simplify the process ensuring we are happy and comfortable with the choices made. We would recommend his service without hesitation.

Tina O.

5/5

Most impressed by the efficient professional service provided by Josh and his team. I have confidence in advice given and his kind attentive attitude provided reassurance that we are in safe hands with his financial expertise.

Susan S.

5/5

Josh has given me invaluable advice and support. It has been a pleasure and a relief to have Josh’s expertise, including highlighting changes in forthcoming legislation relevant to me. I can’t thank Josh enough for his help and I would recommend him unreservedly. Sue

jaci C.

5/5

I have always found Josh to be helpful and professional. He has a high level of knowledge and explains financial matters clearly and simply. He always follows through his recommendations and I am pleased with how my plans have performed. I would highly recommend Josh if you want a good local financial adviser.