East Point Wealth Management Mill Road, Burgh Castle, Great Yarmouth NR31 0AY
About the Business
Welcome to East Point Wealth Management! Our institution is a premier establishment in the finance industry, located on Mill Rd in Burgh Castle, Great Yarmouth, United Kingdom. As a point of interest, we are proud to offer a range of financial services to clients throughout the region and beyond.
At East Point Wealth Management, we are committed to helping individuals and businesses achieve their financial goals. Our team of experienced financial advisors will work with you to create a customized plan that aligns with your unique needs and objectives. Whether you are looking to invest for retirement, plan for your child's education, or grow your business, we are here to help.
We understand that each client's financial situation is different, which is why we take a comprehensive approach to financial planning. We will assess your current financial status, develop a personalized plan, and continuously monitor your progress to ensure that you are on track to achieve your goals.
In addition to our financial planning services, we also offer wealth management, retirement planning, estate planning, insurance, and investment management. Our team of experts will work closely with you to create a tailored strategy that minimizes risk and maximizes your return on investment.
East Point Wealth Management is committed to providing exceptional service to our clients. We pride ourselves on our professionalism, knowledge, and expertise in the finance industry. Our goal is to help you create financial security and stability, so that you can enjoy a brighter future.
Thank you for considering East Point Wealth Management for your financial needs. Please feel free to contact us to learn more about our services or to schedule a consultation. We look forward to working with you!
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Location & Phone number
Mill Rd, Burgh Castle, Great Yarmouth NR31 0AY, 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
"Martin was absolutely superb in sorting me out. I approached Martin as I'm now self employed and wanted to put money away like I was with a company pension before. Martin listened carefully to what I wanted and gave me the best advice. I would highly recommended him to all my friends and family."
"I came to Martin for advice regarding income protection, I had heard good things via word of mouth but was still not expecting the level of service that I got. Martin was exceptional, he took the time to really get to grips with me, my financial situation and my needs. He then researched the best product for me and explained in straight forward terms each of the products, rating the pros and cons of each before helping me decide which one suited me best. This was no small feat as I am on a budget yet Martin was able to find the right product, that ticked all the boxes I needed ticking. As said above Martin took the time to really get to grips with my situation and went above and beyond what I was expecting by offering advice on what I could do to make my day to day finances more manageable. Finally, I was extremely pleased with the service I got from Martin and will be seeking his advice again in the future without hesitation."
"Professional Protection and Pension Review Having been an IFA myself many years ago and bought some of my own policies, I was skeptical that much could be done to improve the protection terms I had. You undertook a thorough review of all polices, cover and premiums and provided competitive alternatives, with enhanced cover within an agreed budget, whilst also recommending I keep one in place. Needless to say, I now have 2 new protection policies that will look after my loved ones, when I am no longer around to do this myself. In addition, your review of my pensions and the associated advice has provided comforting reassurance that, whilst there is more I could do, I do have something of value in place. All in all, your service was outstanding and I would not hesitate to recommend you to anyone needing similar peace of mind, through a financial review. Thank you once again Martin. Paul Hayes MD, Insight Interim & Coaching Ltd"
"Martin could not have helped me more. He took the time to get to know me and understand what I needed. Not only did he help me with the protection that I needed now, but he has already given great advice on what future financial investments/products are applicable to me. Martin helped me achieve the product I needed with the budget I currently had, and also gave me some great advice on current products I have, saving a lot of money. The help and assistance that Martin gave me, has given me great confidence in referring him very highly to friends, family and Clients in the future. Very professional, approachable and knowledgeable. Thank you very much again. Victoria"
"We called Martin to ask for some advice on investing some cash for the future. We found him to be very helpful and knowledgable, he visited our home and spent a lot of time explaining where our cash would be invested and couldn't do enough to help us out and make sure we got the best deal. Great service!!"
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