Paul Geddes Wealth Management Ltd - Leicester

Address: Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP.
Phone: 01162898562.

Specialties: Financial Advisor.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Paul Geddes Wealth Management Ltd

Paul Geddes Wealth Management Ltd Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP

☎️01162898562

⏰ Open Hours of Paul Geddes Wealth Management Ltd

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Paul Geddes Wealth Management Ltd

Paul Geddes Wealth Management Ltd is located at Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP and can be reached by phone at 01162898562. This financial advisor specializes in providing expert guidance and personalized strategies for managing wealth. They prioritize understanding their clients' unique circumstances and goals to develop tailored financial plans. The team at Paul Geddes Wealth Management Ltd is known for their approachable demeanor and ability to explain complex financial concepts in easily understandable terms.

The office is wheelchair accessible, with features like a wheelchair-accessible car park, entrance, and toilet. Appointments are required to meet with the financial advisors. With a strong focus on client satisfaction, this company has garnered 34 reviews on Google My Business, averaging a perfect 5 out of 5 stars. Clients praise the team's helpfulness, support, and expertise in guiding them through various financial options, making the process straightforward and giving them confidence in managing their finances.

Specialties: Financial Advisor
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required

👍 Reviews of Paul Geddes Wealth Management Ltd

Paul Geddes Wealth Management Ltd - Leicester

Mitch S.

5/5

Adam and Phil have been incredibly helpful guiding through different options available to me. They’ve made the entire process straightforward and easy to understand, breaking down complex concepts into simple terms. Their support has given me confidence in managing my finances, and I truly appreciate their expertise and approachability. Highly recommended!

Paul J.

5/5

Adam and his team are second to none. Gave advice and guidance. Both myself and my wife have pensions via Paul Geddes Wealth and are more than confident in the advice given. Adam touches base regularly with updates and a good bit of banter regarding our choice in football teams.
Very professional company who we have 100% faith and confidence.

John A.

5/5

As a longstanding customer I've always been given great confidence in the effectiveness of PGWM. For both routine aspects as well as one-off, individual situations, Adam and the team have been assiduous in making sure that I get clear information and that effective action is taken promptly.

Gavin B.

5/5

I have a been client of Paul Geddes Wealth Management Ltd since 2011 and during this time, Adam has proved to be an extremely trusted advisor.
He has helped with my pensions, general savings, VCT investments, always conducted via regular informative reviews.
I have full confidence in Adam and his expertise, backed up by the wider SJP machinery.
His team are knowledgeable and helpful.
A totally positive experience which I would not hesitate to recommend.

Richard B.

5/5

I've been with Adam and the team at Paul Geddes Wealth Management a little over 2 years now, and Adam's been a game-changer. He's got this talent for simplifying the finance jargon, which is a lifesaver when you're navigating investments and your options.

What really impresses me about Adam is his communication skills. He's always available, no matter what, and he never brushes off any of our questions.

And Adam's attention to detail? It's spot on. He's constantly fine-tuning our portfolio, suggesting tweaks to make sure we're getting the most out of our investments.

Adam and the team at Paul Geddes Wealth Management is the real deal. Can't recommend him highly enough!

Nigel H.

5/5

My wife and I have been with PGWM for nearly 10 years now, initially with Paul Geddes and more recently with his son, Adam.
Having experienced previous financial advisors we have found PGWM a breath of fresh air and have full trust & confidence in the advice and guidance we receive from them. We both have our pensions & ISA's invested with St. James's Place through PGWM and are very satisfied with their performance.

Angela S.

5/5

I have a been client of Paul Geddes Wealth Management Ltd since 2018 and during this time, Adam has proved to be an extremely Trusted Advisor.
He has helped with my pensions, general savings, regular reviews and has taken the time to explain new products which have become excellent investments. As a result, I have 100% confidence in Adam and his expertise.
His team are always on the ball, knowledgeable and helpful. Due to these positive experiences, I did not hesitate to introduce Adam to my friends and family.

Jim P.

5/5

Paul Geddes Wealth Management have been looking after my pension and investments for many years now and I've been delighted with the service and advice I've received from both Adam and previously his father Paul. I appreciate Adam's honesty, integrity and support in the advice he offers, Everything is explained in thorough and easy to understand way, which makes decision making much easier.