WealthBuilders Together - East Grinstead

Address: Felcourt Farm, Felcourt Rd, East Grinstead RH19 2RR, United Kingdom.
Phone: 1342645231.
Website: wealthbuilders.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 35 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of WealthBuilders Together

WealthBuilders Together Felcourt Farm, Felcourt Rd, East Grinstead RH19 2RR, United Kingdom

☎️1342645231

⏰ Open Hours of WealthBuilders Together

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

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WealthBuilders Together: A Dedicated Financial Planning Service

Located at Felcourt Farm, Felcourt Rd, East Grinstead RH19 2RR, United Kingdom, WealthBuilders Together offers expert financial planning services tailored to individuals seeking professional advice. With an accessible, wheelchair-friendly facility and appointments recommended for personalized service, this company stands out for its commitment to client satisfaction. The team, led by Kevin, is praised for its responsiveness, professionalism, and clear communication, especially in complex areas like the SSAS process.

Key Features:

Financial Planning: Specializing in providing comprehensive financial guidance to clients.
Accessibility: Wheelchair-accessible car park, entrance, and toilet ensure a welcoming environment for all visitors.
Professional Service: Experienced team members conduct informative calls and appointments without pressuring clients.
Online Presence: A strong online presence through their website and Google My Business with highly positive reviews.
Appointment System: Recommendations for appointments ensure clients receive undivided attention.

Location and Accessibility:

Situated in East Grinstead, WealthBuilders Together offers a convenient location with ample accessibility features. The premises include a wheelchair-accessible car park, an entryway, and a wheelchair-accessible toilet, making visits comfortable for everyone. This attention to detail reflects the company's commitment to inclusivity.

Information for Potential Clients:

Interested parties are encouraged to contact WealthBuilders Together at 1342645231 to schedule an appointment. Although some clients have been in touch for over two years without becoming clients, the company's dedication to responding to inquiries and conducting initial video calls is commendable. These calls aim to educate clients about services like the SSAS process in a clear, professional manner without unnecessary pressure.

Opinions and Reviews:

With 35 reviews on Google My Business, the average opinion of WealthBuilders Together stands at an impressive 4.8 out of 5. Clients frequently mention the professionalism and clear communication of the team, particularly Kevin, highlighting the value of their initial consultations and ongoing support. This high rating underscores the company's reputation for delivering quality financial planning services.

Recommendations:

For those seeking reliable financial planning advice, WealthBuilders Together is highly recommended. The company's approach, which values client understanding and comfort, sets it apart in a competitive field. Although appointments are recommended to ensure personalized service, the flexible scheduling and accessible location make it easy for clients to engage with the team.

Summary: WealthBuilders Together provides expert financial planning services in an accessible location, praised for its professional and client-centric approach, as evidenced by glowing online reviews.

Keywords: financial planning, wealth management, SSAS process, accessibility, client service
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👍 Reviews of WealthBuilders Together

WealthBuilders Together - East Grinstead

Alan G.

5/5

I have been in touch with Kevin and his team for over 2 years without actually doing business.... yet. However, Kevin has akways found time to answer my messages and hold informative 'initial' video calls to clearly explain the SSAS process with out pressure but complete professionalism. I will be recommending Kevin and his team at every oportunity.

Kuldip K.

5/5

Amazing Community & Support

I have always been sceptical of the many wealth and education programs on offer but since joining the Wealth Builders Foundation program and working with Kevin and Christian I can truly say this has been the best investment in 'myself'.

The knowledge, experience, support and guidance provide by both Kevin and Christian to the foundation group is amazing, no matter what stage you are at on your wealth building journey.

I'm grateful to be part of a like-minded community where members help and support each other, share ideas, connect with others to ensure accountability and build relationships to grow your personal wealth.

Paul W.

5/5

I was introduced to Kevin three years ago in 2017 and since then he has been guiding me through my family’s journey into SSAS and property investment.
Kevin has always been focused on what is important to me and my family, that forms the basis of our discussions and progress. He approaches each discussion with thought, care for safe and satisfactory outcomes; and the integrity you would expect from such a well connected and trusted individual in the field of pensions and property. I now have greater knowledge, better connections and am growing in confidence to create the freedom, security and wealth position I set out for three years ago. Wealthbuilders are highly recommended.

Claudette C.

5/5

I had a great experience working with WealthBuilders to set up my SSAS pension and learn about the options available to invest my money. It has been one of the best investments I have made. Well structured educational resources, constant support, great community and overall, extremely professional delivery from start to finish. I wouldn't hesitate to recommend them.

Charanjit V.

5/5

The strategy sessions with Paul Brooks have been without doubt, invaluable in setting me off on my SSAS pension journey. The knowledge and clarity I gained in the lead up to my SSAS pension being approved by HMRC, helped enormously in formulating my investment plans.

Transferring my corporate pension into a SSAS has been one of the most empowering decisions I have made. I would not have made the same progress within such short a timescale, without the guidance and support from WealthBuilders and highly recommend the expertise of their team.

Justin V.

5/5

It's not often I manage to make the right decision on the first go. I had a few options available to me in setting up my SSAS but a conversation with Garry Whelan helped me go with WealthBuilders.

The Wealthbuilders team have made the process of setting up my SSAS very simple to understand and execute against. The team are great advocates of gaining control of one's financial future and their experience in the world of SSAS pensions is invaluable. I am only at the start of my journey but looking forward to working with this team in future.

Many thanks to Paul Brooks for your all of your advice and support so far.

Jamie M.

5/5

I have known Kevin & Christian for a while and recently joined the Wealthbuilders - 7 Steps To Wealth programme. The quality of the education provided and the support from the community has been second-to-none. Although I am only 3 months in to the programme, I have already updated my will, lasting power of attorneys, and life assurance (to protect my family and existing assets), as well as made my first SSAS investment and published my latest property book. The two best things about Wealthbuilders for me to date has been the creation of my personal wealth plan and the connections made within the community. I highly recommend Wealthbuilders and am looking forward to the next 9 months!

Samuel W.

5/5

Trustworthy community!
I am a new member of Wealth Builders Academy and the reason I joined the group is because it is really hard to find people in this world who I can trust with building wealth. Since I have been with Wealth Builders I find that I can trust the community. They are sincere, genuine, helpful and I can get honest advice from those who have my best interest at heart. Kevin and Christian goes above and beyond what I expected of them.