WB Wealth

Reviews, get directions and contact details for WB Wealth

"Providing a wide range of services and financial planning, whether you are looking to build, grow, protect or preserve your wealth. Specialising in pensions, investment and IHT planning."

Address: 40 Bank Street, Berkhamsted, London E14 5NR, UK

Phone: 020 7516 5810

Website

State: Hertfordshire

City: London

Zip Code: E14 5NR

opening times

Monday: 8:00 AM – 7:00 PM
Tuesday: 8:00 AM – 7:00 PM
Wednesday: 8:00 AM – 7:00 PM
Thursday: 8:00 AM – 7:00 PM
Friday: 8:00 AM – 7:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

I have had the pleasure of working with Geoff for many years now, and I can confidently say that he is an exceptional financial adviser. His creativity and thoughtfulness have helped my family and I to achieve financial freedom and security. Geoff has partnered with us every step of the way, providing expert guidance and support as we navigate the complexities of the financial world.  What sets Geoff apart is his ability to truly understand our unique needs and goals. He takes the time to listen to our concerns and provides tailored solutions that are perfectly suited to our situation. With his help, we have been able to make smart investments and plan for retirement.  I highly recommend Geoff to anyone looking for a trustworthy and knowledgeable financial adviser. He has become a valued partner to our family, and we look forward to continuing to work with him for many years to come.

I have been with WB Wealth now for just over 6 months and it was a great decision. Before WB Wealth I was trying to manage my funds portfolio on my own with little knowledge. Geoff has helped us to plan our investments around our goals. The advice is clear, professional and everything is made so easy in terms of the process. I can’t recommend WB Wealth enough. Thank you

I have worked with SJP/WB Wealth for over five years. I have received good quality financial guidance not for me but also plans for family and also grandchild. If you need help with wealth management, I would recommend WB Wealth, their own expertise combined with SJP is a great combination

Been using Geoff and the team at WB for 10 years now. They have made a huge difference to my financial position and I now have clarity around my circumstances and a robust plan to work to.

Superb financial planning business. Highly efficient and great advice and support.

Personalised financial advice under the St James's umbrella

Been using for a number of years - very happy with product/service.

5* service, overall clear provision of products and long term finance support

"I have been with SJP since 1999.during which time they have overseen my wealth management, taking into account affordability, risk management and my changing needs over time.  Initially the focus was on investment for growth and pension requirements, more recently retirement, long term health-care and inheritance tax planning. They are friendly, professional and readily approachable.  As someone who is ignorant of financial matters I am often naive in my questions and they have always been patient in explaining the thinking behind their recommendations.  I recommend them unreservedly and independently my daughter has recently become a client as well."

I have been working with St James Place for many many years and for the last c10 years with Geoff Winchester and team. The whole experience has been thoroughly rewarding. I have recently moved into retirement almost - sort of!! and find myself in a very fortunate position in no small part to the excellent advice, plans and tools that Geoff and his predecessors have given me. I have no hesitation is recommending them to anyone, and indeed have done so to many friends and relatives of mine.

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Reviews, get directions and contact details for WB Wealth

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