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Reviews

  1. Tracy Ann Smith ★★★★★

    Having met with Adam McCallion, I was very impressed with Concierge Wealth Management. I found Adam to be very innovative and friendly with an in-depth knowledge of the finance industry and regulations. Adam was very concise and transparent in his advice and I left our meeting feeling very reassured. I wish Adam every success and would highly recommend Concierge Wealth Management.

  2. Fiona Bauermeister ★★★★★

    I have been a client for many years and the service and advice that Adam has given me has always been spot on and has helped me achieve my financial goals. My most recent experience was regarding a remortgage. Derek dealt with this and again he was excellent and found me the right product. He responded quickly and the remortgage was arranged in a quick timeline.

  3. Angie Pearce ★★★★★

    I have had nothing but the best help and advice by Adam from Concierge Wealth Management who has given me his time and expertise for free. I am forever grateful and feeling confident of the best outcome to the problem I have been coping with. This company and Adam have restored my faith in good people, thank you.

  1. Ali Walker ★★★★★

    My wife and I have recently engaged with CWM to assist with our finances and couldn’t be happier. Adam and his team and polite, concise and quick with our dealings with them. Adam has cleared up some messy details with pension and insurance positions that we were in which has simplified things and also been financially beneficial to us and this is just the start. We look forward to a long and fruitful relationship with CWM. Highly recommend.

  2. Tracie Mills ★★★★★

    23/10/2024 Today I was contracted for cleaning services. Adam ,was very personable. His communications were super clear and fast supported with prompt payment. A pleasure to work for. ***Recommended customer.***

  3. philip bonetti ★★★★★

    I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.

  1. Linda Morrell ★★★★★

    We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.

  2. Keith Rowley ★★★★★

    I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number. Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever. Thank you Adam, thank you Tracey for looking after me so well.

  3. Anthony Burge ★★★★★

    Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile. They always keep me up to date at every step of the way & always very responsive with any questions I have. I would highly recommend!

  1. John Dray ★★★★★

    This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice. Many thanks Val and John Dray

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FAQs

What is the address of Concierge Wealth Management Limited?

Concierge Wealth Management Limited is located at 196 Findon Rd, Findon Valley, Worthing BN14 0EJ, UK

What is the phone number of Concierge Wealth Management Limited?

You can contact Concierge Wealth Management Limited at +44 1273 917828

How can I get to Concierge Wealth Management Limited?

You can find directions to Concierge Wealth Management Limited by following this map link

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