Paul Magee Wealth Management Aztec West, Bristol BS32 4AQ
About the Business
Paul Magee Wealth Management is a distinguished establishment in the financial world, with a reputation for providing high-quality wealth management services to clients in the United Kingdom. Our headquarter, St. James's Place House, is located in the bustling Aztec W district of Bristol, amidst a dynamic business environment. Our convenient location allows clients to easily access our services, while also offering the potential for fruitful networking opportunities.
As a wealth management firm, we offer personalized financial solutions to aid our clients in achieving their financial goals. Our team of experts has a wealth of experience in various financial fields, including investment management, tax planning, and inheritance planning. We work diligently to understand our clients' needs, and deliver customized solutions that are tailored to their unique financial situations.
At Paul Magee Wealth Management, we believe that your money should work for you. We help clients to maximize the potential of their wealth via strategic investments and robust risk management strategies. We strive to ensure that our clients' financial futures are secure, whatever their aspirations may be.
As a point of interest, we also participate in community efforts to foster financial literacy and encourage responsible financial behavior. We believe that education is essential to encouraging responsible financial practices, and we are committed to playing our part in ensuring that the society we live in is financially literate.
In conclusion, Paul Magee Wealth Management is an excellent choice for those seeking personalized financial solutions. Our experience, expertise, and commitment to our clients are second to none, and we pride ourselves in giving our clients peace of mind by securing their financial futures. Come and visit us at St. James’s Place House 2610 the Quadrant, Aztec W, Bristol BS32 4AQ, and let us help you take your finances to the next level.
Photos
Location & Phone number
St. James’s Place House 2610 the Quadrant, Aztec W, Bristol BS32 4AQ, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband has known Paul for over 30 years, and benefited enormously from his financial advice. I too invested with PMWM 16 years ago, and since then Paul has steered our joint investments with great success. Switching some funds from another provider to PMWM has resulted in us seeing our investment growth rates improve dramatically. Paul is very professional and knowledgeable, and his style is friendly and informal. He always focuses on what is right for us, based on our lifestyle and goals. Absolutely no hesitation in giving him the strongest of recommendations."
"My wife and I transferred our financial planning to Paul over seven years ago. We've been delighted with the help and service we received and continue to receive from him on a regular basis. It's enabled us to retire earlier than initially planned and we have no hesitation in recommending Paul and his team to others requiring thoroughly professional and unbiased advice and guidance."
"Very friendly, understanding and patient with people who do not understand money. Investments have done very well in spite of severe conditions over the last year. Cannot be recommended highly enough."
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