Paul Geddes Wealth Management Ltd 3 Harcourt Way, Leicester LE19 1WP
About the Business
Paul Geddes Wealth Management Ltd is a highly reputable establishment located in the heart of Leicester, United Kingdom. Committed to providing top-notch financial services to our clients, we offer a range of personalized investment management options designed to help you meet your financial goals.
At our institution, we understand that each of our clients has unique financial needs and goals. We work closely with you to develop a personalized investment plan which is tailored to your specific objectives. Working with a team of experienced investment advisors and financial planners, we help you make informed decisions that will contribute towards your financial success.
Our expertise spans a wide range of financial services - from retirement planning, tax planning, portfolio management, and risk management, to estate planning. We offer the highest level of personalized service and care to all our clients, ensuring that every investment decision is fully informed and carefully considered.
Located at Meridian Business Park, our office is designed to maximize client comfort and convenience. We provide a welcoming, relaxed atmosphere that promotes productive discussions and collaborations. Additionally, we use the latest technology to deliver timely investment advice and ensure that our clients can conveniently access their investment portfolios from anywhere.
At Paul Geddes Wealth Management Ltd, our mission is to exceed your expectations and provide best-in-class financial services that cater to your unique needs. With us, you can be assured that your investments are carefully managed, and your financial future is in safe hands. Visit us at our office or contact us today to learn how we can help you achieve financial success.
Location & Phone number
Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"We have used Paul Geddes Wealth Management for years (so long I can't remember!) and have always had top notch service. Adam Geddes is pro-active in looking after our investments and updates us regularly. We are really happy with him and the advice he gives us."
"I've used Adam for coming onto 10 years, in that time he has been proactive in recommending changes to enhance my investments and pension planning. I have in that time recommended several people to him which is testament to my review of the service provided"
"I have been working with Adam for several years now and can confidently say that he is an exceptional financial advisor. He has helped my wife and me manage our stocks and shares ISA, providing us with expert guidance and support throughout the years. What I appreciate most about Adam is his ability to explain complex financial concepts in a way that is easy to understand. He takes the time to answer all of our questions, no matter how big or small, and never makes us feel like a burden. Adam is always looking out for our best interests and provides practical insights and advice to help us optimize our investments. Furthermore, Adam's attention to detail is impressive. He is diligent in reviewing our portfolio and has made several suggestions to help us maximize our investments. He has a deep understanding of the market and is always up-to-date on the latest trends and industry developments. I trust him completely when it comes to managing our finances, and I would highly recommend him to anyone seeking an expert financial advisor who truly cares about their clients."
"Adam has looked after my investments and pension for many years. He is always at the end of the phone to answer any of my questions and is proactive in offering me other relevant financial instruments to assist my overall portfolio. First Class!"
"I have been with Paul Geddes Wealth Management 2 years now, I am so glad that I decided to change financial advisor. I have found Adam Geddes to be professional and responsive in ensuring my investments are well managed. Even during the CV19 period their service has not missed a beat. Adam provides regular updates which are always appreciated in these challenging times. I would have no hesitation at all, in recommending anyone I know to speak to Paul Geddes Wealth Management if they are looking for good quality advice on how best to manage their finances."
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