I am a novice when it comes to investing so when I was recommended Adams & Bowles I hoped to be getting good advice on investing money I had recently inherited. Thankfully I had all that and more wit... Vis mer
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
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Clear and concise advice from Luke Adams. Have yet to see how my fund performs. Particularly impressed with follow up call from Olivia, who went through set up of on-line account, ran through all deta... Vis mer
We needed to sort out our personal pensions, & we couldn't be more pleased that we decided on Adams and Bowles. Right from the start, Luke has been really friendly, helpful & supportive, as have other... Vis mer
Daniel approached me about 10 years ago with a couple of small pensions that I wasn’t even aware that I had and has transformed my financial landscape with his expert management of the funds. The va... Vis mer
Informasjon om virksomheten
Om Adams & Bowles Wealth Management Ltd
Skrevet av virksomheten
Here at Adams & Bowles Wealth Management Ltd this is a service that we pride ourselves on. We do this by building strong, long lasting relationships with each client, putting their needs and requirements at the heart of everything we do. We very carefully consider each individual’s goals and aspirations, allowing us to provide professional tailor made solutions.
We are able to offer a no obligation, comprehensive financial review of your circumstances, which would include: Retirement Planning, Investment Planning, Referral to Specialist banking and lending, Specialist cash management services, Mortgages, Personal Protection, Including Life & Critical Illness Cover, Business Protection Including Key Man Insurance, Inheritance Tax & Estate Planning
Working as a Partner Practice of St. James's Place, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of a FTSE 100 company.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St.James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St.James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St.James's Place representatives.
Kontaktopplysninger
Suite 28, 30 Churchill Square, Kings Hill, West Malling, ME19 4YU, Kent, Storbritannia
- 01732525989
- adamsandbowleswm@sjpp.co.uk
- adamsandbowleswm.co.uk
Ingen tidligere historie av å be om anmeldelser
Denne virksomheten har ikke oppfordret kundene i det siste, og anmeldelser er derfor kanskje ikke representative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Luke is great
Luke is great. When I first met him I told him that he had to make money interesting for me - he has fulfilled his brief!
Luke is very personable and explains everything properly.
Would recommend!
Getting your finances in order
A few years ago Luke came around and sorted out our pension and included a critical illness cover which we thought we would never need BUT sadly I was diagnosed with cancer and it has paid out to give me the financial security I may need in the future.
I would definitely recommend Luke and definitely recommend taking out critical
Illness cover, as I thought at the time we would never need it and how wrong was I?!
Luke is professional and thinks outside the box of things that could happen and also the future which some of us don’t want to think about but unfortunately we all get old and die at some point and we should have our finances in order so our families aren’t left with that burden.
Luke has always given good solid advice…
Luke has always given good solid advice on all my financial matters. Always keeps in contact and gives me time to digest the information.
Thank you As always.
My contact from Adams & Bowles Wealth Management
My contact from Adams & Bowles. Amy Bowles, is a
delightful person, who is very professional but at the same time friendly. Amy helped me feel confident that she was the right person to advise and take me through the process of moving my pension to investments that are right for me at my time in life.
Very Professional
Daniel was very thorough, in our meetings, with his explanations of my options and the suggestions for my investments.
Follow up from the office team has been excellent too.
Clear and concise advice from Luke…
Clear and concise advice from Luke Adams. Have yet to see how my fund performs. Particularly impressed with follow up call from Olivia, who went through set up of on-line account, ran through all details and made sure everything worked and was understood. Though I could have navigated this myself I know that many struggle with these things and this call would be pure gold to them. Very nice, and much appreciated, extension to the service received.
I recommend Adams & Bowles Wealth Management Ltd
I feel reassured to have found the services of Adams & Bowles Wealth Management Ltd; specifically, to have met Amy Bowles, who has provided me with professional and helpful/friendly guidance. She is an attentive communicator (without pressure) and has made it less stressful for me to make decisions. Olivia was also professional and pleasant when I spoke to her.
Becoming a Adams & Bowles Wealth Management Ltd Client
I had a good experience with Adam & Bowles Wealth Management Ltd. They were very helpful in the process of becoming their client and of the transfer of my assets to them. They explained the full implications and what was involved and how they would manage my assets. The transfer to them took quite some time but they were always available if I had any questions.
Great Service
Daniel was friendly very helpful and explained everything fully and in a way which was easily understandable.
Follow up conversations with Daniel and also Liv have been spot on.
I would highly recommend.
Good professional advice in a friendly environment
Friendly, professional advice without pressure.
All members I have dealt with have responded to my questions with good advice & explanation of processes & regulations.
Highly recommend Adams and Bowles…
Highly recommend Adams and Bowles wealth management. Amy looked after me and made everything so easy for me to understand, kept me fully updated throughout.
Always helpful and friendly.
Always helpful and friendly.
Take time to get to know me, so I don't feel like 'just another client'
Helen
I was very nervous about investing, but Luke Adams put me at ease and explained everything well and very knowledgeable and glad I found this company and have him to guide me through a very complex financial decisions.
I have found Adams & Bowles (Daniel and…
I have found Adams & Bowles (Daniel and Olivia) a pleasure to deal with and always receive helpful and timely advice.
Luke explained everything clearly and…
Luke explained everything clearly and optioned me to review portfolio and any action in six months.
Professional service
An annual review
I met with this company today to have an annual review with my advisor. The meeting was structured and we went through various aspects of my current portfolio and discussed objectives of the coming year. I have valued the input and support I have had from this company over the years. I would have no hesitation in recommending them as a financial service. Thank you to all the staff.
Annual review
A comprehensive review was given and I was explained the current state of my finances in depth.
Reliable, trustworthy
Efficient, polite, informative, time for clients and pleasant demeanour of advisor Luke Adams.
Would recommend their services
A friendly welcoming company with clear…
A friendly welcoming company with clear information and advice.
Professional and reliable
I have found the company to be extremely professional, trustworthy and reliable, they put me at ease throughout quite a stressful situation and explained things to me in a simple and easy manner. I would highly recommend them
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