Strategic Insight Advisors

William Street Wealth Management - London

Address: 30 Lombard St, London EC3V 9BQ.
Phone: 02080420455.
Website: williamstreetwealth.co.uk.
Specialties: Financial planner, Financial Advisor.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 83 reviews on Google My Business.
Average opinion: 5/5.

Location of William Street Wealth Management

William Street Wealth Management 30 Lombard St, London EC3V 9BQ

02080420455

William Street Wealth Management, located at Address: 30 Lombard St, London EC3V 9BQ, is a reputable financial firm that offers expert financial planning and advisory services. They can be easily reached at Phone: 0208042

Reviews of William Street Wealth Management

William Street Wealth Management - London
Chris Godfrey
5/5

As a first time buyer with no idea how the hell you go about buying a house, it was a welcome relief to have Alex and Jack on my side. They guided me through not just the mortgage application, but each step of the house buying process. Efficient, attentive, knowledgable - they were patient with me, and explained everything clearly and concisely. Jack in particular went out of his way to make sure I was never confused or anxious at any stage.

William Street Wealth Management - London
Saul katz
5/5

Before I met Alex I didn’t have any understanding of investing. Over the past few years he has helped me build a long term investment plan and has organised all my financial affairs. I now have clear goals set for the future and know what I have to do to stay on track to achieve them. I highly recommend him as someone who is honest, trustworthy and great at what they do!

William Street Wealth Management - London
Nick May
5/5

My wife and I were applying for our first mortgage and had no idea where to turn. We had found a couple of brokers online who were very pushy and did not seem interested at all. I was then given William Streets details. I initially spoke with Alex who was very friendly and took all our details, He then passed my details over to Jack who was excellent and made the whole process very easy and took all the stress away from us. Jack put up with all my phone calls and relentless questions and if he could not answer the call I was always called back within a very reasonable time frame. We have just received our mortgage offer at a great rate and we are over the moon. I cannot recommend William Street Wealth Management enough.

William Street Wealth Management - London
Dana Sandrock
5/5

Jack has been great. He made it very easy for us to understand our options and acted very quickly. Thank you! Would highly recommend!

William Street Wealth Management - London
Elise Kovacic
5/5

Jack and Alex were great! They helped us pick the best mortgage for us, explained all the options, and made the process so easy. They were both so great at keeping us updated at where we were, and were a pleasure to work with. Would hesitate to contact them again next time!

William Street Wealth Management - London
Gabriella Pistol
5/5

Alex and Jack have been amazing from start to finish and a pleasure to deal with. I would 100% recommend using their services for any mortgage related / financial work. As a first time buyer they made it simple and easy and have guided me throughout the process. Thank you Jack and Alex!

William Street Wealth Management - London
Suzie Maynard
5/5

Jack and Alex were so helpful with helping me find the best mortgage rate, and on top of that they explained the process thoroughly and provided me with ease throughout the property purhcase. They're very good at keeping you up to date and were always there when I needed to chat things through. Will definitely contact them again!

William Street Wealth Management - London
Poppy taylor
5/5

Alex is a professional and trustworthy advisor. He tailors all advice towards your specific personal and financial goals with a compassionate understanding of how he can help you achieve them.

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