Crescent Wealth Management Ltd - Exeter

Address: 1st Floor, Crescent Wealth Management Ltd, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, United Kingdom.
Phone: 1404514851.

Specialties: Financial planner, Business management consultant.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Crescent Wealth Management Ltd

Crescent Wealth Management Ltd 1st Floor, Crescent Wealth Management Ltd, Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, United Kingdom

☎️1404514851

⏰ Open Hours of Crescent Wealth Management Ltd

Monday: 8:30 AM–5 PM
Tuesday: 8:30 AM–5 PM
Wednesday: 8:30 AM–5 PM
Thursday: 8:30 AM–5 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

Crescent Wealth Management Ltd es una empresa de consultoría financiera con sede en Exeter, Reino Unido. La empresa se especializa en planeación financiera y consultoría empresarial. Con una dirección clara y un número de teléfono fácil de alcanzar, Crescent Wealth Management Ltd está dispuesta a ofrecer sus servicios a clientes de toda la región.

La dirección de la empresa es Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, Reino Unido, lo que la hace fácilmente accesible para aquellos que buscan sus servicios. El teléfono de la empresa es 1404514851, lo que permite a los clientes contactarla de manera rápida y sencilla.

En cuanto a las especialidades de la empresa, se destaca como Financial planner y Business management consultant. Esto indica que la empresa ofrece una amplia gama de servicios que abarcan desde la planeación financiera hasta la consultoría empresarial.

Además, la empresa tiene una Wheelchair accessible parking lot y un Restroom, lo que la hace accesible para clientes con discapacidad.

En cuanto a las opiniones de clientes, Crescent Wealth Management Ltd tiene una media de opinión de 5/5 en Google My Business, lo que indica una alta satisfacción de los clientes.

En resumen, Crescent Wealth Management Ltd es una empresa de consultoría financiera con una dirección clara, un número de teléfono fácil de alcanzar y especialidades en planeación financiera y consultoría empresarial. La empresa es accesible para clientes con discapacidad y tiene una alta satisfacción de los clientes.

👍 Reviews of Crescent Wealth Management Ltd

James M.

5/5

As we have many high net worth clients, we wanted to work with a company that represented the same values to their clients by showing integrity, honesty and world class advice – that’s why we looked no further than Crescent Wealth Management. Sam, the Director is hugely respected in his field so The Mortgage Quarter were over the moon (excuse the pun) to be able to work alongside him and the team.

Many of our clients have improved their financial position after seeing CWM but what I feel is unique in their industry is that they’re willing and open to talk to any client needing advice. We’ve worked with many firms that are desperate for business but something that stands out is CWM will happily tell a client they’re in the right investment or pension plan even if it does not result in business for them. These guys can be trusted with your finances and it’s no surprise why they’re successful.

As mortgage advisers we have the expertise in our field so having others specialisms of financial advice on hand only adds to the whole package our clients can receive. A recent client explained he had little idea about his pensions so Sam was able to locate three frozen company pensions the client was unaware of and combine them into one so it was easier to manage and the return in the short term has already exceeded what he’s been getting previously.

From getting to know their team it is clear this is not a transactional business as a customer and you’re their client for a lifetime. The Mortgage Quarter will continue to work closely for the foreseeable future and strengthen an already strong relationship.

We regularly recommend CWM. I’d only ever recommend a company that I have used myself and that’s the highest recommendation I can give!

Christopher A.

5/5

I am delighted with the Annual Review undertaken by Sam Williams and without hesitation I would recommend his services to others.
Well done, Sam!

Gary B.

5/5

I am very impressed by the performance of the St James Place fund (having invested with them in 1998!!) and Sam Williams, in respect of pensions knowledge and customer service.

Kieran S.

5/5

Efficient, friendly, knowledgable and have had fantastic service from all involved. Highly recommend.