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Прегледи на Contractor Wealth

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5
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Показване на всички 315 прегледа
WW
Werner Weber
Southampton
4 months ago
Дата на покупка: 28/01/2025
Какво каза Werner Weber за Contractor Wealth:
Amazing experience with pension planning
Ben Evans and Anna Baker have been fantastic with financial advice and the associated admininstration of my pension. Ben assisted with detailed and tailored advice suited to my investor profile in...

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FA
Fabrice Allard
7 months ago
Дата на покупка: 20/11/2024
Какво каза Fabrice Allard за Contractor Wealth:
Professional service
The advice received from Jess was clear, well researched and a perfect match for my needs. Excellent communication throughout the entire process and always available to answer any questions I may...

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AD
Alena Dostinova
Tewkesbury
8 months ago
Дата на покупка: 02/10/2024
Какво каза Alena Dostinova за Contractor Wealth:
Professional service
I found Ben Evans and his team to be very professional and helpful.
Доверен клиент
11 months ago
Дата на покупка: 15/07/2024
Professional and Efficient
Very professional, do what they say, very efficient, provided clear advise all the way through the process.
AN
Anna
1 year ago
Дата на покупка: 11/10/2023
Какво каза Anna за Contractor Wealth:
Excellent service and financial advice
Excellent service and financial advice. I highly recommend for all contractors. Great support regarding pension and ISA transfer, as well as long-term financial planning.
DC
Dylan Clark
1 year ago
Дата на покупка: 26/01/2024
Какво каза Dylan Clark за Contractor Wealth:
David has been extremely helpful for someone like myself who wasn't very clued up on the detail. The way in which he is able to explain items which I usually just ignored, as it seemed too...

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Доверен клиент
1 year ago
Дата на покупка: 30/10/2023
Thorough in the details, helped answer my questions. Understood my needs, therefore was able to provide a product that suited my requirements. Although the documents were incredibly long and daunting...

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JW
Jordan Webster
1 year ago
Дата на покупка: 29/09/2023
Какво каза Jordan Webster за Contractor Wealth:
Great service! Would absolutely recommend
Great service. David was super personable and informative. Simplified a previously very confusing topic. Would recommend!
Доверен клиент
2 years ago
Дата на покупка: 22/05/2023
Professional & efficient
David was lovely and patient in explaining my options and helping set up a pension that met my goals and needs. Will continue using CW services going forward.
Доверен клиент
2 years ago
Дата на покупка: 06/04/2023
Top service
I appreciate the Contractor Wealth team’s professionalism - appointments are punctual, paperwork is always in order, instructions are efficiently carried out, and communication is responsive.
Относно Contractor Wealth
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.
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3 Turnberry House, 4400 Parkway, Whiteley, Hampshire, PO15 7FJ, United Kingdom
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Относно Contractor Wealth
We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community. We pride ourselves on spending time getting to know clients on an individual basis, before accompanying them on their personal financial journey. We provide a friendly, jargon free approach and are experts in delivering financial planning advice covering a wide range of solutions, which are tailored to meet individual needs.