Eight Wealth Management Ltd
Eight Wealth Management Ltd is a financial services company based in Southampton, England. They specialize in providing economic consulting, financial advising, financial planning, investment banking, trust banking, pension office, and tax preparation services. Their team of experts in economics and law are dedicated to helping clients achieve their financial goals.
Introduction to Eight Wealth Management Ltd
Eight Wealth Management Ltd is a financial services company based in Southampton, England. Founded by a team of experienced financial advisors, the company's main purpose is to provide quality financial planning and advising services to individuals and businesses. What sets Eight Wealth Management apart from other financial services companies is their commitment to providing tailored services based on individual needs and goals.Services & products
Eight Wealth Management offers a wide range of financial services, including financial planning, pension advice, investment management, tax preparation, and trust and estate planning. They work closely with clients to develop personalized financial plans that align with their goals and values. The company also offers a variety of investment options, including stocks, bonds, mutual funds, and alternative investments.Location
Eight Wealth Management is located on Salisbury Road in the town of Totton, just outside of Southampton. The area is home to a diverse range of businesses, including retail shops, restaurants, and professional services. The town is easily accessible by public transportation, with the closest bus stop just a few steps away from the company's office. The closest train station is Totton station, located approximately 1.5 miles away from the office.Benefits
Customers should choose Eight Wealth Management because of their personalized approach to financial planning. The company's team of experienced advisors work closely with clients to develop customized financial plans that take into account their unique needs and goals. They also offer a wide range of investment options, ensuring that clients have access to a diverse portfolio that aligns with their risk tolerance.Good to know
Customers should be aware that Eight Wealth Management is a fee-based company, and charges a fee for their services. However, the company is transparent about their fees and works with clients to develop a fee structure that is fair and reasonable.Reviews
Customers rave about Eight Wealth Management's personalized approach to financial planning. Many clients praise the company's team of experienced advisors, who take the time to get to know each client and develop customized financial plans that align with their goals and values. Clients also appreciate the company's wide range of investment options and transparent fee structure. Overall, customers highly recommend Eight Wealth Management for their quality financial services.FAQ
What types of tax returns do you specialize in preparing?
We specialize in preparing a wide range of tax returns, including individual income tax returns, small business tax returns, partnership tax returns, and corporate tax returns.Do you offer assistance with audits or IRS correspondence?
Yes, we offer assistance with audits and IRS correspondence. Our team of experts has extensive experience dealing with the IRS and can provide you with the guidance and support you need to navigate the process.What is your experience and qualifications in providing financial advising services?
Our team of financial advisors has years of experience and is highly qualified to provide financial advising services. We have a strong track record of helping clients achieve their financial goals and can customize our services to meet your specific needs.What is the process for accessing my pension benefits?
The process for accessing pension benefits can vary depending on your specific situation. However, we can provide you with guidance and support throughout the process and help you understand your options.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references and testimonials from satisfied clients. We are proud of the relationships we have built with our clients and are happy to share their positive experiences with you.Reviews
-
Pete West
I have never really enjoyed dealing with financial advisors in the past. But Dean and his team are a breath of fresh air. I had a number of old work pensions and didn't really have a clue. Dean gave me solid advice. I now have a better understanding and have a plan in place for the future. So if you are looking for pension advice i highly recommend South Coast Financial planning in Totton, Southampton.
28-05-2020
-
Southampton Campers
Dean and his team has looked after my financial affairs for many years. Dean has an amazing ability to explain the sometimes confusing financial world in a way that is easy to understand. I trust South Coast Financial Planning implicitly and can always rely on them to make the best choices for me and my family.
28-05-2020
-
Guy Jones
Dean really helped me out with sound pension advice. I had a number of pensions and didn’t have a clue about what to do with them. Dean came up with a really good strategy and explained things very well. I am confident of a prosperous retirement !
28-05-2020
