Eight Wealth Management Ltd - Marlow

About Eight Wealth Management Ltd

Eight Wealth Management Ltd is a reputable financial services company located at 79-81 High St, Marlow SL7 1AB, United Kingdom. Their contact details include a phone number, 1628334444, and a website, eightwealthmanagement.co.uk. The company specializes in providing a wide range of financial services, including financial planning, consulting, investment services, mortgage brokering, and tax consulting. In addition to their core services, they offer other valuable amenities such as online appointments, on-site services, wheelchair-accessible parking, and restrooms. They have received positive feedback from their clients, with an average rating of 5/5 based on 18 reviews on Google My Business.

Specialties and Services

The team at Eight Wealth Management Ltd is highly skilled and knowledgeable, offering personalized solutions tailored to each client's unique needs. They are known for their professionalism, commitment to clear communication, and ability to break down complex financial concepts into easily understandable terms. A key strength of the company is their focus on building strong relationships with clients, ensuring they feel supported and informed throughout their financial journey. Their expertise spans various areas, including investment planning, retirement planning, tax optimization, and mortgage advice.

Customer Reviews and Testimonials

Many clients have praised Eight Wealth Management Ltd for their exceptional service. One notable example is Lorraine, who has been assisting clients with financial planning for over a year. Her professionalism, knowledge, and personable approach have left a lasting impression on her clients. They appreciate the way she translates financial jargon into understandable terms, making complex topics more accessible. The company's commitment to their clients' financial well-being has resulted in a high level of satisfaction and trust among their clientele.

Final Recommendation

If you are seeking a reliable and knowledgeable financial services provider, Eight Wealth Management Ltd is an excellent choice. Their expertise, commitment to client satisfaction, and wide range of services make them a valuable resource for anyone looking to secure their financial future. We highly recommend visiting their website or contacting them directly at 1628334444 to learn more about how they can assist you in achieving your financial goals. Don't miss the opportunity to work with a company that has earned a stellar reputation for excellence in financial planning and advice.

👍 Reviews of Eight Wealth Management Ltd

Dr. G. W. D.

5/5

Lorraine has been assisting us in financial planning for the last 12 months. Very professional, knowledgeable (she is excellent at communicating financial jargon in an understandable way!) and personable. Loraine and the team help us feel much more at ease about our financial future. Thanks guys

David S.

5/5

Looking for a change in direction or shall we say better advice in terms of our financial investments, my wife & I were given Lorraine's contact information (I always like a recommendation) and we are so thankful we were. From our first meeting she made an excellent impression on us both with her knowledge, ideas & plans all explained in a straightforward way which has given us every confidence we are in the right hands.

Southern R.

5/5

Lorraine has been assisting us with our financial investment and retirement planning. Her wealth of experience, professionalism, efficiency and integrity are just some of the reasons I would highly recommend her for any of your financial planning requirements.

Ian M.

5/5

Lorraine and the Eight Wealth Management team are a pleasure to work with. Lorraine is extremely knowledgeable, efficient and has a friendly but no-nonsense approach that simplifies the labyrinthine world of financial advice, helping you to make the right choices with certainty and success.

Mark N.

5/5

I have known and been a client of Lorraine's for virtually the last 10 years, having initially met her at one of those dreaded 7am breakfast meetings with BNI.
She is particularly engaging & informative, taking the time to understand your specific needs, for both the short term and long term, and then providing a suitable solution with which you feel comfortable.
In recent times she has been extremely helpful in advising a risk adverse insurance broker (!), and took a considerable amount of time in explaining and investing my portfolio including liaising with other providers for which I am extremely grateful.
I have recommended Lorraine to other associates & clients of mine in the past, and would be willing to do so in the future without hesitation, knowing that they would be in safe hands.

Ben S.

5/5

Over the years, Lorraine has provided excellent financial advice to me on both a personal and professional level. I can highly recommend her. She makes things easy to understand, is quick to react and takes the worry out of long term financial planning.

Wokingham D.

5/5

Lorraine was a breath of fresh air. She took all my pension info and consolidated, explained what I needed to do. Sorted a transfer to a new provider and worked out what to do next. Is now doing the same for my wife's pensions.

Anup

5/5

Lorraine has provided an exceptional customer centric service. Lorraine has her client’s interests at the forefront of any advice given. Lorraine’s ability to listen to my needs and concerns before giving advice is outstanding. I completely trust Lorraine to help secure my future. Lorraine is clearly an expert in her field. I am very thankful to have been helped by Lorraine at this stage of my life.