Concierge Wealth Management Limited Shoreham-by-sea BN43 5FF
About the Business
Concierge Wealth Management Limited is a premier financial institution located at the Terminal Building 14 Cecil Pashley Way, Shoreham Airport in Shoreham-by-Sea, United Kingdom. As a renowned establishment in the finance industry, we pride ourselves on providing superior financial management services to clients who demand the best.
Our business model centers on a client-focused approach that ensures that every aspect of your financial needs is met with expertise, diligence, and dedication. Our team of professionals is equipped with the latest knowledge and tools to help you achieve your financial goals, whatever they may be.
We understand that everyone has different financial needs, which is why we tailor our services to meet those needs. Whether you require personal financial planning, tax advisory, wealth management, or estate planning, we have the skills, experience, and resources to assist you. We also cater to the needs of businesses and corporations, offering expert advice on business solutions and investment strategies.
We believe that your financial success should be our priority, which is why we go the extra mile to ensure that we provide you with the best possible services. Our team of experts is always available to offer advice and support, and we work closely with you to develop a personalized plan that meets your unique goals.
At Concierge Wealth Management Limited, we constantly strive to exceed client expectations, and we take pride in our reputation as a point of interest in the finance industry. Contact us today and let us help you achieve your financial aspirations.
Photos
Location & Phone number
Terminal Building 14 Cecil Pashley Way Shoreham Airport, Shoreham-by-Sea BN43 5FF, 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
"I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti."
"We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them."
"I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number. Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever. Thank you Adam, thank you Tracey for looking after me so well."
"Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile. They always keep me up to date at every step of the way & always very responsive with any questions I have. I would highly recommend!"
"This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice. Many thanks Val and John Dray"
List of local businesses, places and services in Brighton
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos