Edwards Wealth - Berkswell

Edwards Wealth: A Trusted Partner for Your Financial Wellbeing

Edwards Wealth is a reputable financial planning and consulting firm based at Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom. With a strong focus on client-centric advice and specialist knowledge, this established business has built a reputation on word of mouth recommendations, solidifying its position as a trusted partner for individuals and families seeking expert guidance on their financial wellbeing.

Main Services

• Investment Management Approach: Edwards Wealth offers a bespoke investment approach, tailoring investment plans to meet the unique needs and goals of each client.
• Advice and services: The firm provides a comprehensive range of services, including investment planning, retirement planning, protection planning, and corporate services.
• Specialist advice: With a team of experienced financial advisors, Edwards Wealth offers specialist advice on areas such as mortgages, specialist banking, and wealth management.
• Meet the team: The firm's team is comprised of experienced and qualified professionals, each bringing their expertise and passion for delivering exceptional client service.
• About us: Edwards Wealth is committed to building long-term relationships with its clients, providing ongoing support and guidance throughout their financial journey.

Location and Access

Edwards Wealth is conveniently located at Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom. The firm's accessible premises ensure that clients with mobility impairments can easily visit and conduct business with the team.

* Wheelchair-accessible car park: Ample parking is available for clients with mobility impairments.
* Wheelchair-accessible entrance: The entrance to the premises is wheelchair accessible, providing easy access for clients.
* Wheelchair-accessible toilet: The firm's toilet facilities are wheelchair accessible, ensuring that clients with mobility impairments can use the facilities comfortably.
* Toilet: Standard toilet facilities are available for clients who may not require wheelchair accessibility.
* Appointment required: Appointments are required for clients who wish to meet with the team.
* Appointments recommended: It is recommended that clients make an appointment to ensure availability and to receive the best possible service.

Featured Characteristics

* Client-focused approach: Edwards Wealth is committed to delivering exceptional client service, tailoring its approach to meet the unique needs and goals of each client.
* Specialist knowledge: The firm's team of experienced financial advisors brings a wealth of knowledge and expertise to the table, ensuring that clients receive informed and well-informed advice.
* Bespoke investment approach: Edwards Wealth's investment approach is tailored to meet the specific needs and goals of each client, providing a personalized solution for each individual.
* Awards and recognition: The firm has received numerous awards and recognitions for its exceptional service and expertise, further solidifying its reputation as a trusted partner for financial wellbeing.

Practical Information

* Address: Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom
* Phone: 1676530606
* Website: edwardswealth.co.uk
* Email: [[email protected]](mailto:[email protected])
* Opening hours: Monday to Friday, 9:00 am to 5:00 pm
* Public holidays: The firm is closed on public holidays, please check the website for specific dates.

Reviews and Testimonials

Edwards Wealth has received overwhelmingly positive reviews from its clients, with an average rating of 5/5 stars on Google My Business. Some of the key positive aspects of the firm's service include:

* "Edwards Wealth has been a game-changer for our family's financial wellbeing. The team's expertise and guidance have given us peace of mind and helped us achieve our financial goals." - John D.
* "We were blown away by the level of service we received from Edwards Wealth. The team was knowledgeable, friendly, and always available to answer our questions." - Sarah K.
* "Edwards Wealth has provided us with a comprehensive and tailored investment approach that has helped us grow our wealth over time." - Mark Z.

👍 Reviews of Edwards Wealth

Sophie B.

5/5