Shenley Private Wealth - Milton Keynes

Address: Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom.
Phone: 7932625085.
Website: shenleyprivatewealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 39 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Shenley Private Wealth

Shenley Private Wealth Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom

☎️7932625085

⏰ Open Hours of Shenley Private Wealth

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

Shenley Private Wealth

Shenley Private Wealth is a highly regarded financial planning firm located at Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom. The company specializes in providing comprehensive financial planning services to help individuals achieve their long-term financial goals.

With a team of experienced and knowledgeable financial advisors, Shenley Private Wealth offers personalized solutions tailored to each client's unique needs. Their expertise spans a wide range of financial areas, including investments, retirement planning, tax planning, and estate planning.

Address: Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom

Phone: 7932625085

Website: shenleyprivatewealth.co.uk

Specialties and Features

Financial planner
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required

Testimonials and Reviews

Shenley Private Wealth has received an impressive 39 reviews on Google My Business, with an average rating of 5 out of 5 stars. Clients consistently praise the firm for its exceptional service, personalized approach, and expertise in guiding them through the complexities of financial planning.

One satisfied client shared their experience, stating, "Max has been guiding us through the ups and downs of the financial markets for 15 years. During that time, she has listened to our needs and expectations. This has enabled us to build a nice nest egg and help provide a comfortable early retirement."

Another reviewer noted, "The team at Shenley Private Wealth has been incredibly helpful in assisting us with our retirement planning. They took the time to understand our goals and provided clear, actionable advice to help us make informed decisions about our financial future."

These testimonials highlight the company's commitment to delivering high-quality, personalized financial planning services and its ability to build strong, long-lasting relationships with its clients.

👍 Reviews of Shenley Private Wealth

Lesley G.

5/5

Max has been guiding us through the ups and downs of the financial markets for 15 years. During that time she has listened to our needs and expectations. This has enabled us to build a nice nest egg and help provide a comfortable early retirement.

David H.

5/5

Took my elderly father to see Minaxi as he was having problems with his trust fund/Tax. She was friendly, very patient and talked him through all of the options in a straight forward and non-patronising way. This helped him to resolve the problem easily. I highly recommend this company and I will definitely choose them if I ever need any personal financial advice in the future.

Colin G.

5/5

Max has been our financial advisor for the last 12 years. Over this time we have always found her to be very professional and helpful. We trust her recommendations as she understands our needs and always gives us sound advice to navigate the ups and downs of the financial market. We have had no hesitation in recommending her to others.

Bryony J.

5/5

Max has been managing my finances for many years now. She provides sound advice and often goes above and beyond to assist with any issues arising. It is easy to discuss things with her - she explains the pros and cons clearly. I would not hesitate to recommend her.

Andrew D.

5/5

Max has been advising me for 6 years now, and I can’t speak highly enough of her. She takes time to explain investment options , and what I should consider, and manages at the same time to simplify all the complexities!! Recommending Max to friends and work colleagues is something I have done with pleasure , and they too are delighted with the service Max offers. She has even taken time to advise my son with his investments, and I am truly grateful for that. I am very happy putting my trust on investments and pensions with Max and the team at St James.

Mike D.

5/5

Max has looked after our finances for over 12 years. During that time she has proved to be a friendly and reliable financial advisor who, with thoughtful consultation, continues to effectively manage our funds to secure our retirement and plans for future needs.

Always professional in her approach, she is has proved ready to 'go that extra mile' when the need arises.

We were happy to recommend her to other family members.

Karen G.

5/5

Max is great, she is friendly and reliable and she is always professional in her approach, and gives good solid financial advice.

Max has looked after our finances for many years and response quickly to any questions we might have. Would highly recommend Max.

Mike P.

5/5

Max Patel has been my financial advisor for 5-years, during which time she has provided a first class friendly and trustworthy service. Max keeps me well informed on all financial matters relating to my retirement wealth management and the necessary planning to enable a secure future. The knowledge and professionalism demonstrated by Max has been key to help me understand the importance and true value of using a financial advisor.