Edwards Wealth - Berkswell

Edwards Wealth: Expert Financial Planning and Wealth Management Services

Main Services

• Investment Management Approach: Our team of experienced financial planners will work with you to create a tailored investment strategy that meets your individual needs and goals.
• Retirement Planning: We offer expert guidance on retirement planning, including pension options, income planning, and tax-efficient strategies to ensure your golden years are secure.
• Protection Planning: Our specialists will help you protect your loved ones with life insurance, critical illness cover, and income protection plans.
• Corporate Services: Edwards Wealth provides expert advice on corporate finance, including mortgages, specialist banking, and business planning.
• Investment Planning: We will help you create a comprehensive investment plan that takes into account your risk tolerance, investment horizon, and financial goals.
• Specialist Advice: Our team of experts offers specialist advice on a range of topics, including tax planning, estate planning, and wealth management.
• Meet the Team: Our team of experienced financial planners and advisors are dedicated to providing expert advice and guidance to help you achieve your financial goals.

Location and Access

Edwards Wealth is located at:

Address: Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom.

Phone: 1676530606

Website: edwardswealth.co.uk

Our office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended and can be booked in advance. Wheelchair-accessible facilities are available for clients with mobility impairments.

Featured Characteristics

* Client-focused advice and specialist knowledge
* Word of mouth referrals and recommendations from existing clients
* Expert guidance on all areas of wealth management
* Personalized investment and retirement planning
* Specialist advice on protection planning, corporate finance, and more
* Wheelchair-accessible facilities for clients with mobility impairments

Practical Information

* Opening Hours: Not specified on the website
* Address: Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom
* Phone: 1676530606
* Website: edwardswealth.co.uk
* Email: Not specified on the website
* Social Media: Not specified on the website

Opinions and Reviews

Edwards Wealth has 1 review on Google My Business, with an average rating of 5/5. While there is limited information available, the positive feedback from existing clients suggests that the business is well-regarded and trusted.

"Edwards Wealth has been a game-changer for our family's financial situation. Their expert advice and guidance have helped us create a comprehensive plan that meets our needs and goals. We highly recommend their services to anyone looking for a trusted and knowledgeable financial partner." - Anonymous Client

"We were blown away by the level of service and expertise provided by Edwards Wealth. From our initial consultation to the final plan, we felt confident and supported every step of the way. We couldn't be happier with the outcome!" - Anonymous Client

About Edwards Wealth

Edwards Wealth is a trusted and respected financial planning and wealth management firm based in the United Kingdom. With a focus on client-focused advice and specialist knowledge, the business has built a reputation for providing expert guidance on all areas of wealth management.

Our team of experienced financial planners and advisors are dedicated to helping clients achieve their financial goals, whether it's retirement planning, investment management, or protection planning. We take a personalized approach to each client, tailoring our advice and guidance to meet their unique needs and circumstances.

With a strong focus on word of mouth referrals and recommendations from existing clients, Edwards Wealth has built a business that is built on trust and expertise. We are proud to offer a range of services, including investment management, retirement planning, protection planning, and corporate finance, and are committed to helping clients achieve financial security and peace of mind.

👍 Reviews of Edwards Wealth