Sandycross Wealth Management LLP - Heathfield

Address: Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR, United Kingdom.
Phone: 1435869010.
Website: sandycrosswealth.co.uk
Specialties: Financial planner, Financial consultant.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible entrance, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sandycross Wealth Management LLP

☎️1435869010

⏰ Open Hours of Sandycross Wealth Management LLP

Monday: 8:30 AM–4:30 PM
Tuesday: 8:30 AM–4:30 PM
Wednesday: 8:30 AM–4:30 PM
Thursday: 8:30 AM–4:30 PM
Friday: 8:30 AM–3 PM
Saturday: Closed
Sunday: Closed

Sandycross Wealth Management LLP: A Comprehensive Overview

Sandycross Wealth Management LLP, located at Monkhurst House, Sandy Cross Ln, Sandy Cross, Heathfield TN21 8QR, United Kingdom, is a reputable financial planning and consulting firm that offers a wide range of services to its clients. With a phone number of 1435869010 and a website at sandycrosswealth.co.uk, the company is dedicated to providing exceptional financial advice and assistance.

Specialties and Services

Financial planner: They offer personalized financial planning services to help clients achieve their long-term financial goals.
Financial consultant: Their experienced consultants provide expert advice on various financial matters, including investments, taxation, and long-term benefits.

Accessibility and Convenience

Sandycross Wealth Management LLP understands the importance of accessibility and convenience for their clients. They offer online appointments, ensuring that clients can schedule meetings at their preferred time and location. The office is equipped with wheelchair accessible parking lot, entrance, and restroom, making it easy for individuals with disabilities to access their services.

Client Reviews and Testimonials

With an average rating of 5/5 based on 10 reviews on Google My Business, Sandycross Wealth Management LLP has proven its commitment to client satisfaction. Clients have praised the company for its high-quality advice, excellent communication, and personalized approach. One satisfied client mentioned that "Mark has become a good friend," highlighting the strong relationships built between the firm and its clients.

Another testimonial states that the transfer of investments went "very smoothly" and that the company provided "far more detailed advice than [they] had received previously." This emphasizes the firm's expertise and ability to deliver comprehensive financial solutions.

Recommendation

If you are in search of a reliable and professional financial planning and consulting firm, Sandycross Wealth Management LLP is an excellent choice. With their expertise, personalized approach, and commitment to client satisfaction, they can help you achieve your financial goals and provide peace of mind.

We highly recommend visiting their website at sandycrosswealth.co.uk to learn more about their services and to schedule an appointment. Don't hesitate to contact them through their phone number 1435869010 or by filling out the online contact form on their website.

👍 Reviews of Sandycross Wealth Management LLP

Sandycross Wealth Management LLP - Heathfield

Alan H.

5/5

I became a client of Sandycross Wealth Management approx 6 years ago. I arranged transfer of investments and this went very smoothly. Far more detailed advise was provided than I had received previously. Taxation & long term benefits were discussed in depth. Meetings are very social, Mark has become a good friend. Nothing is ever to much trouble, withdrawals are handled promptly. Communication levels are 5 star. I am very happy to be able to recommend Sandycross Wealth Management as true professionals.

Peter B.

5/5

My wife and I have been clients of Sandycross Wealth Management for several years. They have helped us de-risk our investments and prepare, financially, for retirement. We have always found them to be very responsive to phone and email communications. They have been extremely good at explaining the pros and cons of different types of investments and have been very easy to deal with.
Overall we have been very pleased with the service that we have received.

Len W.

5/5

We have been using Sandycross wealth management for some 8 years now.
Mark and his excellent team have always shown us a very professional level of service.
The response time is always faultless which we feel is equally as important as the recommended investment vehicles. We would always highly recommend.

Peter G.

5/5

I have been a Client of Sandycross for about 10 years now and have found them responsive to the financial market with up to the minute advice. I have been a pensioner for 4 years and heeding their advice my investments have allowed me to be financially secure to enjoy my own time! I have no hesitation in recommending them as a Financial Advising service

Joanna R.

5/5

I have been a client of Sandy Cross since 2013 when I decided it was time to get all my pension affairs in order so that I could plan for my retirement. Mark and the team provide a first class service. They always respond to any enquiries or requests very quickly and are knowledgable and friendly. I am quite sure that, without their expertise and advice, I would not be in such a good position as I am now. I have no hesitation in recommending their service.

Ian B.

5/5

We're the 'new kids on the block' having only moved across to Sandycross in 2019 but in the short time they have been providing investment guidance we have been mightily impressed. The whole team are highly professional in their approach, and Joanna Coughlan has worked hard to streamline and rationalise our pension and ISA funds, with all related transfers being handled very efficiently. She has been most helpful and thorough with her investment advice. Nothing has been too much trouble.

Nicholas L.

5/5

We’ve been with them for a few years now, and every step of the way has been made easy for us. They are lovely people to talk to.

The investment and pension advice has been perfect too. If we could add more stars we’d award them.

Malcolm H.

5/5

If your looking for really good financial advice I can really recommend Sandycross They give such honest clear advise and Mark is so professional in his approach and makes it really easy to understand.
Many thanks
Malcolm.