Assured Private Wealth Ltd
Assured Private Wealth Ltd is a financial services company based in Southampton, England. They specialize in financial planning and investment banking services. With a team of experienced professionals, Assured Private Wealth Ltd provides personalized financial solutions to help clients achieve their financial goals.
Introduction to Assured Private Wealth Ltd
Assured Private Wealth Ltd is a financial services company based in Southampton, England. The company was founded with the purpose of providing clients with personalized financial planning and investment banking services. What makes this company unique is their commitment to providing tailored solutions that meet the individual needs of each client.Services & products
Assured Private Wealth Ltd offers a range of financial services, including investment planning, retirement planning, estate planning, and wealth management. Clients can also choose from a variety of investment products, such as stocks, bonds, and mutual funds.Location
Assured Private Wealth Ltd is located on Rumbridge Street in Totton, a suburb of Southampton. The area is primarily residential, but there are also a number of local businesses in the vicinity. Clients visiting the office can expect a comfortable and professional environment. The closest public transportation options are Totton Train Station (0.8 miles), Redbridge Train Station (1.9 miles), and Millbrook Train Station (2.1 miles).Benefits
Assured Private Wealth Ltd stands out from other financial services companies due to their commitment to personalized service. Clients can expect tailored solutions that meet their unique financial needs and goals. The company also has a team of experienced financial planners who are dedicated to helping clients achieve their financial objectives.Good to know
Clients should be aware that Assured Private Wealth Ltd does not offer tax or legal advice. Clients should consult with their own tax and legal advisors when making financial decisions.Reviews
Customers have praised Assured Private Wealth Ltd for their personalized service and attention to detail. Clients appreciate the individualized approach to financial planning and the knowledgeable staff who are always available to answer questions and provide guidance.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
How do you customize financial plans to fit individual clients?
We take a personalized approach to each client's financial plan. Our financial planners assess their unique financial situation, goals, and risk tolerance to create a tailored plan that meets their needs and objectives.What professional qualifications do your financial planners have?
Our financial planners are highly qualified and hold relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and/or Chartered Wealth Manager (CWM). They have extensive experience in the financial services industry and stay up-to-date with the latest industry trends and regulations.Can you provide references or testimonials from satisfied clients?
Yes, we have a number of satisfied clients who have provided testimonials about our services. We would be happy to provide references upon request.Can you provide examples of successful investment strategies you have implemented for clients?
We have a proven track record of implementing successful investment strategies for our clients. Some examples include diversifying their portfolios, investing in low-cost index funds, and utilizing tax-efficient investment strategies.What is your fee structure for investment services?
Our fee structure is based on a percentage of assets under management. We are transparent about our fees and provide a detailed breakdown of all costs associated with our investment services.Reviews
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Mike Snow
Used Assured private wealth to get 2 wills written and lpas setup. The guy we dealt with (Paul) was very good…. Knowledgeable and patient as he guided us the process and helped us choose the package best suited to us. Would definitely recommend this company.
28-04-2023
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Abdul Jetha
It is our view that any families out there who want to protect their assets, we cannot say with sufficient emphasis that you need expert help to prepare your Wills and LPAs, and any related documentation. For us PAUL BULLER of APW expertly guided us through the process with consultations on the phone , responses by email, and enormously helpful guide notes. Paul’s competence, knowledge of asset planning , and superb advice were most critical in helping us understand and guide us through the various complexities of Wills and LPAs. We highly recommend the services of APW and especially of Paul BULLER, who will will give you expert advice and support
28-04-2023
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Nigel Lewis
Excellent service from Paul. He took the time to explain everything I need to know about making a will and once the process was complete, I had a few questions and he very kindly telephoned me and answered all my queries. Oh and a very good price too. Many thanks Paul! Highly recommend!
28-04-2023
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june clayton
Really happy with service from Paul. He explained with terms we could understand, in layman terms, nothing was too much trouble.
28-03-2023
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Debz Halai
We chose Assured Wealth to sort out our wills and Power of Attourney matters. Paul Buller was great at explaining important things to consider and more importantly, why they should be. The whole process from initial start to completion was dealt with very quickly. Staff were very helpful and professional. I would highly recommend Assured Private Wealth Ltd.
28-03-2023
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Edwina Kenny
Excellent service re: making our wills. Paul provided a superb service explaining the option’s & legalities of making a will in a very clear & easily understood manner. I would not hesitate recommending him to anyone wishing to put “their house in order” financially.
28-03-2023
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David O'Reilly
We chose Assured Wealth to sort out our wills and Power of Attourney matters. We did shop around initially (always important) and quickly assessed that the advice from Paul Buller was not only clear, but met our needs. The process from initial interview to completion was dealt with very quickly indeed. The office staff answered the phone immediately, were very pleasant and knowledgable and any interim questions we had were resolved either there and then or at the latest the same day. Assured Wealth were also very competitive. Highly recommended.
28-02-2023
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Paul Smith
The whole process was clear and easily understood through to completion. Paul was always quick to respond to any questions or to confirm receipt of documents etc. This made the whole process as quick and efficient as possible.
28-02-2023
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John S
Assured private wealth were professional and kept me informed at each step of the process. They were able to be flexible to meet my availability. The advisor I spoke to (David Cartwright) was honest in letting me know that there was nothing major they could do to to justify charging for a service but did explain that there was a simple step that I would be able to take myself in order to better my pension provision. I am grateful for this free advice. Thank you.
28-01-2023
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Karen Byrne
Paul Buller very knowledgable and professional, excellent advice.
28-08-2022
