Cartier Wealth
Cartier Wealth is an economic consulting firm located in Rochford, England. Their team of experts specializes in economics and law, providing clients with valuable insights and strategies to optimize their financial portfolios.
Introduction to Cartier Wealth
Cartier Wealth is a UK-based company that specializes in providing economic consultancy services to individuals and businesses. Established in 2005, the company has since grown into a reputable firm that offers personalized solutions to their clients. What sets Cartier Wealth apart from its competitors is their unique approach to economics and law, which they use to help their clients navigate through complex financial situations.Services & Products
Cartier Wealth offers a wide range of services to their clients, including financial planning, investment management, and estate planning. They also provide tax planning, retirement planning, and wealth management services. Their team of experts works closely with clients to understand their unique needs and develop tailored solutions that help them achieve their financial goals.Location
Cartier Wealth is located at 286 Yorkshire St, Rochdale OL16 2DR, in the town of Rochford, England. Rochford is a historic town that is known for its beautiful architecture and rich cultural heritage. The area is home to a variety of businesses, including restaurants, cafes, and shops. The nearest public transportation options are the Rochdale Train Station, which is 0.5 miles away, the Rochdale Interchange Bus Station, which is 0.3 miles away, and the Rochdale Tram Stop, which is 0.4 miles away.Benefits
Customers should choose Cartier Wealth because of their expertise and personalized approach to financial management. The company has a team of experienced economic consultants who are dedicated to helping clients achieve their financial goals. They take the time to understand each client's unique situation and develop tailored solutions that meet their specific needs. Cartier Wealth also has a strong track record of success, with many satisfied clients who have achieved financial stability through their services.Good to Know
Customers should be aware that Cartier Wealth is a consultancy firm and does not provide legal advice. They should also note that the company's services are not a guarantee of future financial success.Reviews
Customers have praised Cartier Wealth for their professionalism, expertise, and personalized approach to financial management. Many have noted that the company's services have helped them achieve their financial goals and improve their overall financial stability. Some customers have also commented on the company's excellent customer service and attention to detail.Amenities
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computer -
internet access
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printer
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copier
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scanner
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private office
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parking
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meeting room
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coffee machine
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reception area
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whiteboard
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business phone line
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security system
FAQ
What specific areas of economic consulting does your company specialize in?
At Cartier Wealth, we specialize in a range of economic consulting services including financial analysis, market research, risk management, and regulatory compliance.Can you provide examples of successful projects your company has completed in the past?
Yes, we have completed numerous successful projects in the past for clients in various industries. Some examples include conducting a market analysis for a leading insurance company, providing financial modeling for a renewable energy project, and assisting a healthcare provider with cost-benefit analysis.What is your company's approach to problem-solving in economic consulting?
Our approach to problem-solving in economic consulting involves a thorough analysis of the client's needs and goals, followed by the development of customized solutions that are based on sound economic principles and industry best practices. We also prioritize communication and collaboration with our clients throughout the consulting process.How does your company ensure confidentiality and data security when working with clients?
At Cartier Wealth, we take confidentiality and data security very seriously. We have strict policies and procedures in place to protect our clients' sensitive information, including the use of secure technology and the signing of non-disclosure agreements. We also limit access to confidential information to only those employees who require it for their work.What is the estimated timeframe and cost for engaging your company's economic consulting services?
The timeframe and cost for engaging our economic consulting services varies depending on the scope of the project and the specific needs of the client. We provide customized proposals and quotes for each potential client, based on a thorough assessment of the project requirements. We are committed to providing high-quality services at a fair and reasonable cost.Reviews
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Lesley Carney
What were the circumstances that caused you to initially look for a financial adviser? Needed expert help with lump sum from inheritance How has Imran Rafiq helped you? Went over all options thoroughly following a full financial review and explained in easy to understand language what my choices were to match my financial profile Have you seen the outcome you were hoping for? Yes steady growth What could they have done better? Nothing
28-02-2023
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JOHN BUCK
REVIEW What were the circumstances that caused you to initially look for a financial adviser? I was turning 55 the year before last & was informed the 3 pension schemes that I had forgotten about could be used for investing & obtaining funds for myself How has Imran Rafiq helped you? I was totally not aware of all the different options that were available to me & to be honest a lot of the information from the internet & the previous plans were double dutch to me. Imran took the time to explain everything so that I could understand it & make plans for the future Have you seen the outcome you were hoping for? With the state of the economy as it is right now, I would say Yes the outcome is as predicted. What could they have done better? Nothing! Imran has been very professional, courteous and understanding.
28-01-2023
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Karen Harling
What were the circumstances that caused you to initially look for a financial adviser? I was planning to retire and needed advice about pensions, investments and using these as income. How has Imran Rafiq helped you? My first financial planning meeting with Imran was very comprehensive and productive. He was very thorough and explained every aspect of my financial affairs in plain English. We discusssed my objectives and financial goals and how he would help me to achieve them in my requested time frame. He took all my wishes into consideration and answered my many questions. He is very patient and polite and understood that I do not have much financial knowledge, but he took the time to make sure that I fully understood his recommendations. I have no hesitation in recommending Imran to anyone and I look forward to working with him for many years. He also has very good biscuits !! Have you seen the outcome you were hoping for? Yes. Imran arranged the pension and investments as agreed in our meetings. What could they have done better? Imran is always on hand for any questions or queries I may have.. He is very knowledgeable and patient! He does a really good job. I don't know that he could do any better.
28-01-2023
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Gaynor Otway
I had a lump sum of money to invest and approached Imran who I have known for many years. He is very knowledgeable and trustworthy. I was so impressed with the way he handled my investments I recommended him to my sister who needed investment advice. I would have no hesitation in recommending him to anyone
28-01-2023
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Nav Chiragh
What were the circumstances that caused you to initially look for a financial adviser? I needed a financial advisor to evaluate my portfolio and life choices as i had no financial planning in place. Imran from Cartier Wealth was recommended to me by a friend. How has Imran Rafiq helped you? Imran was a good professional specialist who understood my needs and recommended a solution to suit. He evaluated my current financial situation and combined all my existing pensions onto one platform. Have you seen the outcome you were hoping for? The outcome has seen a reduction in my time spent on admin as i have a trustworthy advisor to look after my pension!
28-01-2023
