Edwards Wealth - Berkswell

Edwards Wealth: Expert Wealth Management in the Heart of the UK

Edwards Wealth, located at the prestigious Home Farm Stables in Berkswell, United Kingdom, is a renowned financial planning and consulting firm that has garnered a reputation for delivering exceptional wealth management services to its clients. With a focus on providing personalized advice and specialist knowledge, Edwards Wealth has established itself as a trusted partner for individuals, families, and businesses seeking expert guidance in navigating the complexities of wealth management.

Main Services

• Investment Management Approach: Our team of experienced investment managers work closely with clients to create customized investment plans tailored to their unique financial goals and risk tolerance.
• Retirement Planning: We help clients plan for a secure retirement, providing guidance on pension options, retirement income strategies, and tax-efficient planning.
• Protection Planning: Our team specializes in providing protection planning solutions, including life insurance, critical illness cover, and income protection plans.
• Corporate Services: Edwards Wealth offers a range of corporate services, including mortgages, specialist banking, and employee benefits.
• Financial Planning: We provide comprehensive financial planning services, including budgeting, tax planning, and estate planning.
• Specialist Advice: Our team of experts offers specialist advice on a range of topics, including inheritance tax planning, wealth succession planning, and business succession planning.

Location and Access

Edwards Wealth is situated at the address:

Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom

This location provides easy access to the M42 and M6 motorways, making it convenient for clients from across the Midlands. The office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Appointments are recommended, and clients are required to book in advance.

Featured Characteristics

* Wheelchair-accessible car park and entrance
* Wheelchair-accessible toilet
* Appointment required
* Appointments recommended
* Specialist knowledge and expertise in wealth management
* Personalized advice and tailored solutions
* Word-of-mouth referrals and recommendations

Practical Information

* Phone: 1676530606
* Website: edwardswealth.co.uk
* Address: Home Farm Stables, Meriden Rd, Berkswell CV7 7SL, United Kingdom

Opinions and Reviews

Edwards Wealth has received glowing reviews from clients, with an average rating of 5/5 on Google My Business. Clients praise the firm's expertise, personalized service, and ability to provide tailored solutions to meet their unique financial needs. One reviewer noted, "Edwards Wealth has been an invaluable resource for our family's financial planning. Their expertise and guidance have given us peace of mind and helped us achieve our financial goals." Another reviewer stated, "I was impressed by the firm's ability to understand our financial situation and provide personalized advice. Their service has been exceptional, and I highly recommend them to anyone seeking expert wealth management services."

👍 Reviews of Edwards Wealth

Sophie B.

5/5