Off Piste Wealth | Financial Planning London 8 Saint James's Square, London SW1Y 4JU
About the Business
Off Piste Wealth is a leading financial planning institution located in London, United Kingdom. Our team of experts are dedicated to providing superior financial planning solutions that support the growth and prosperity of our clients. Situated at The Clubhouse on 8 St James's Square, our establishment is perfectly placed to serve the diverse financial needs of individuals and businesses alike.
Our institution is committed to helping clients maximise their financial potential through a range of services that are tailored to their specific requirements. We take great pride in providing sound advice and guidance that helps our clients navigate the complex world of finance with confidence and ease. Our objective is to ensure that each and every one of our clients achieves their financial goals in a timely and efficient manner.
At Off Piste Wealth, we understand that each person’s financial journey is unique. That’s why we provide bespoke services that are customised to meet the individual needs of our clients. Whether you’re an entrepreneur looking to start a business, or an individual planning for retirement, we have the expertise, resources, and tools to help you achieve your financial goals.
As a point of interest, we are passionate about building long-term relationships with our clients based on trust, integrity, and professionalism. Our team of financial experts are on hand to offer support and advice at every stage of the journey, from planning to execution and beyond. With our wealth of experience and knowledge, we help clients navigate the complex world of finance with confidence and ease.
If you’re looking for a reliable and trustworthy financial planning institution in London, look no further than Off Piste Wealth. Contact us today to book a consultation and discover how we can help you achieve your financial goals.
Photos
Location & Phone number
Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James's Square, London SW1Y 4JU, United Kingdom
Hours open
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"David is knowledgeable, transparent, and very responsive. He provided excellent support on a recent investment project which we have hugely benefitted from. I look forward to working with David again in the future."
"I have been working recently with David to understand options around investing my money for the future. He has been exceptionally helpful and made the whole process easy from the start, providing invaluable advice on how best to invest and supported me through the process. I would highly recommend!"
"I have know David for years and he helped me out with questions about my pension even when I was not his client. He also helped me to understand Pensions in plain English as I really do struggle to understand it all. Because of this both myself and my partner have moved our existing pensions to Off Piste and another bonus is our money is making much higher returns. The process was was made very simple and David made sure he understood both our levels of risk so our funds are now invested in the right place. Highly recommended"
"David really helped with my finances regarding business. After a few years in self-employment, I needed help setting up a pension and felt supported through the whole process and feel confident knowing it’s the right option for me and how it all works. I now have a plan to secure my financial future moving forward and that security gives me freedom and clarity in my business to pursue growth at every opportunity. Would highly recommend David!"
"David was brilliant from start to finish. He was able to talk to me in a way that made it very simple to understand. I have seen a lot of growth this year already and look forward to working with him in years to come. I had the specific issue of wanting to invest inheritance for income and I was able to do some in a way that enabled me to start my own business which has always been a dream for me! I couldn’t recommend him enough!!!!"
List of local businesses, places and services in London
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos