WEALTH at work
5 Saint Paul's Square, Merseyside L3 9SJ, United Kingdom
About the Business
WEALTH at work is a leading financial institution that provides exceptional services to individuals seeking expert financial guidance. The institution is located in the heart of Liverpool, United Kingdom, with its modern office situated at 5 St. Paul's Square.
At WEALTH at work, we understand that financial management can be challenging, especially for individuals who have not had any formal training in finance. Our establishment specializes in providing personalized solutions tailored to meet each client's unique needs. Our expert financial advisers are always on hand to provide advice and guidance on a range of financial matters, from retirement planning to investment management.
At our institution, we prioritize our clients' needs, and that is why we offer a range of services to help clients achieve their financial goals. These services include pension and employee benefits, investment management, financial education, and advice on tax and estate planning. Our experienced team of professionals works closely with clients to establish and maintain a financial plan that fits their portfolio size and risk appetite.
At WEALTH at work, we believe in providing clients with the necessary tools and information to make informed financial decisions. Our financial education programs ensure that clients have a deeper understanding of the financial landscape and the investment options available to them. We also provide regular updates on market trends and investment news to keep clients updated on the latest developments.
In summary, WEALTH at work is a finance establishment dedicated to providing expert financial advice to individuals seeking to grow and manage their wealth. Our office is centrally located at 5 St. Paul's Square, Liverpool, and we offer a range of services, including investment management and financial education, to help clients achieve their financial objectives. Whether it is planning for retirement or managing investments, WEALTH at work is here to provide unparalleled guidance and support every step of the way.
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Contacts
5 St Paul's Square, Liverpool L3 9SJ, United Kingdom
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Terrible company - slow, inflexible, out of date processes and bad customer service. Would definitely not recommend."
"I have used their services before and since retiring. I have been very pleased with the returns and when withdrawing funds customer service has been spot on. The advisors have been particularly helpful."
"There appears to be some good people there but a largely rude and unprofessional organisation with not the best rep. Investments have severely dipped before the pandemic after transferring from SJ, the charges & fees are shocking and I have already taken steps to move away from this very unprofessional firm."
"Absolutely shocking! We invested £20,000 into my wife’s ISA which they invested it into mine by mistake. Their blasé attitude towards THEIR mistake was appalling, stating that we had a joint account so it didn't matter! (We didn't have a joint account and it did matter) After constant phone calls to them, it took nearly 5 months to transfer the money out....... plus they managed to make a loss despite the financial market doing well. Still awaiting a response after complaining. Wouldn't touch them with a barge pole Only gave 1 star as it would let me give it zero"
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