Wealth preservation in Coventry

13 results found

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Coventry
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Nearby regions

Birmingham 33 km Leicester 36 km Northampton 44 km Wolverhampton 46 km Derby 57 km Nottingham 63 km
  2. 2
    Photo of Millward Wealth Management Ltd - 274 Dunchurch Rd, Rugby CV22 6HX, UK

    Millward Wealth Management Ltd

    ★★★★★ 5 Closed
    Financial Service

    “Met Lisa Millward for the first time and was very impressed with her knowledge and grasp of detail across the areas of financial management that she may be able to add value to in our situation. Particularly refreshing was her lack of pedantry or use of regulatory "shielding" to hide behind and her honesty in considering whether she could genuinely help. She is assessing what she can contribute, if anything, after our initial meeting.”

    Address: 274 Dunchurch Rd, Rugby CV22 6HX, UK
    Phone: +44 1788 335108
    Website: millwardwealth.com
    Details
  4. 9
    Photo of Eddie Royce - Financial Adviser - 41 Windrush Dr, Hinckley LE10 0NY, UK

    Eddie Royce - Financial Adviser

    ★★★★☆ 4.5 Closed
    Financial Service

    “I was looking for some advice following my decision to retire a little earlier than I had planned on health grounds. I had several private and work place pensions and didn't really know how best to maximise the benefits between them. I got in touch with Eddie having done a Google search for an adviser in my local area. What followed was the most informative, logical and helpful 30 minute phone call I'd ever had. Eddie drills down in to your finaces as a whole and quicky builds the bigger picture that hadn't been apparent, even to me. I'm far from being a wealthy person and had felt that advisors woudln't really be interested but his attention, courtesy and knowledge was refreshing. I put the phone down with a renewed confidence, and began putting his recommendations in to place. What's more, we agreed a follow up call in a few months to catch up, when hopefully we can continue the relationship. Thank you Eddie.”

    Address: 41 Windrush Dr, Hinckley LE10 0NY, UK
    Phone: +44 1455 631742
    Website: eddieroyce.tpllp.com
    Details