Retirement planning services in Kenilworth

10 results found

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Nearby regions

Birmingham 33 km Leicester 36 km Northampton 44 km Wolverhampton 46 km Derby 57 km Nottingham 63 km
  1. 1
    Photo of Rothesay Bennett Financial Planning - 287 Kenilworth Rd, Balsall Common, Coventry CV7 7EL, UK

    Rothesay Bennett Financial Planning

    ★★★★★ 5 Open
    Financial Service

    “The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since. We have no difficulty recommending this company.”

    Address: 287 Kenilworth Rd, Balsall Common, Coventry CV7 7EL, UK
    Phone: +44 1676 533692
    Website: rothesaybennett.co.uk
    Details
  3. 3
    Photo of Jamieson Christie Wealth Management - Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN, UK

    Jamieson Christie Wealth Management

    ★★★★★ 5 Open
    Financial Service

    “Great service offered and delivered by Andrew and the Jamieson Christie team. The advice and guidance for a complex set of pension arrangements and associated tax was most timely, and we felt Andrew spent good time in understanding our specific circumstances and making relevant recommendations. We look forward to working with JC now to grow our investments in the most effective and efficient environments. The local touch with face to face meetings was and will be a key factor in engaging JC on this long term assignment”

    Address: Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN, UK
    Phone: +44 1676 532210
    Website: jamiesonchristie.com
    Details
  5. 5

    Beauchamp Wealth Ltd

    ★★★☆☆ 3 Open
    Financial Service

    “Myself and my partner recently reached out to Ellie to seek financial planning. Straight out the gate, she was incredibly personable, clear and concise and answered our questions effortlessly! She went through the process step by step and was able to provide us with options and a plan forward. She was incredibly thorough throughout and with follow up I would absolutely recommend Ellie - pardon the pun, she has such a wealth of knowledge that would really benefit anyone!”

    Address: 1 Kenilworth Rd, Cubbington, Royal Leamington Spa, Leamington Spa CV32 5TG, UK
    Phone: +44 1926 881321
    Website: beauchampwealth.co.uk
    Details