Financial Consultants
Wealthmax
Wealthmax is a financial consulting company based in Brentford, England. They offer a range of financial services to their clients, including investment advice, retirement planning, and wealth management. With their team of experienced financial consultants, Wealthmax is committed to helping individuals and businesses achieve their financial goals.
Introduction to Wealthmax
Wealthmax is a financial services company located in Brentford, England. The company was founded with the purpose of providing expert financial consultation and advice to individuals and businesses alike. What sets Wealthmax apart from other financial consulting companies is their commitment to providing personalized services to each of their clients.Services & Products
Wealthmax offers a range of financial services to their clients. These services include investment management, retirement planning, tax planning, and estate planning. Additionally, Wealthmax offers a variety of financial products such as mutual funds, stocks, and bonds.Location
Wealthmax is located in Brentford, a bustling suburb of London. Brentford is known for its thriving business community, with many offices and headquarters located in the area. The company is easily accessible by public transportation, with the nearest train station (Brentford Station) just a 5-minute walk away. Other nearby transportation options include the Boston Manor Tube Station and the Kew Bridge Train Station, both of which are within a 10-minute drive.Benefits
Customers should choose Wealthmax for their financial consulting needs because of the company's personalized approach. Each client receives individualized attention and services tailored to their specific financial goals and needs. Additionally, Wealthmax's team of expert financial consultants have a wealth of experience and knowledge in the industry, ensuring that clients receive the highest level of service and advice.Good to Know
Customers should be aware that Wealthmax requires a minimum investment amount for their services. Additionally, the company does not offer any insurance products.Reviews
Customers have consistently praised Wealthmax for their personalized approach and excellent customer service. Many clients have noted that the company's financial consultants are knowledgeable and easy to work with, making the financial planning process stress-free and easy to understand.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. We work with our clients to develop personalized plans that meet their unique financial goals and needs.What experience do your financial consultants have?
Our financial consultants are highly experienced and come from diverse backgrounds in finance and business. Many have advanced degrees and certifications in financial planning and investment management. We are committed to ongoing education and training to ensure we provide the best possible advice to our clients.How do you charge for your services?
We offer a transparent fee structure and work on a fee-only basis. Our fees are based on a percentage of the assets we manage for our clients, so you can trust that our advice is always in your best interest. We do not receive commissions or other compensation from third-party products or services.Can you provide references or case studies of your past clients?
We are happy to provide references and case studies upon request. We have a long history of helping clients achieve their financial goals, and we are proud of our track record of success.How will you tailor your services to meet my specific financial goals and needs?
At Wealthmax, we understand that every client has unique financial goals and needs. That's why we take a personalized approach to financial planning. We work closely with our clients to understand their goals and develop a tailored plan that meets their specific needs. We regularly review and adjust our plans to ensure we are always on track to meet our clients' goals.Reviews
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P. NACKEERAN
30-04-2023
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Oteniya O Samson
I will strongly recommend them. All thanks to Yetunde for guiding me throughout.
30-05-2022
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Shine Puttumannil (Connect Shine)
30-05-2022
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Eastlondon Junkhunters
Positive: Professionalism
30-05-2022
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Augustin
30-05-2021
