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
Se hva andre synes
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
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Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Practical, no nonsense advice
Fantastic practical advice about financial planning. Explained the jargon in a simple way. Really interactive techniques to support young people in learning about personal finance.
Fantastic
Genuinely helpful, honest, friendly and knowledgeable. Have already recommended to everyone I know.
Transparent and genuine approach to…
Transparent and genuine approach to customer relationships
A wealth of experience, trust, security and knowledge!
When ever I contact and/or use Adams & Bowles I find a very personal service which makes the experience bespoke. They offer a comprehensive range of financial solutions and products with a wealth of knowledge, experience, trust and security.
A great practical approach to teaching…
A great practical approach to teaching and introducing important concepts of money in a fun and engaging way. Stacey was extremely patient and approachable with all the children, regardless of their needs and ability and inspired them to consider the life long and valuable concepts introduced in the workshop.
Pension taking
I recently began taking my pension, and as this was a major life change, with many financial factors in play to consider, I had many questions and choices to make. Daniel was able to provide me with excellent, expert, advice which allowed me to see clearly how my financial future needs could be met.
Before deciding on retiring I had several months of personal consideration of this decision, during which I had contacted Daniel on several occasions to verify matters and I always received sound advice on which to base my financial decisions going forward.
Highly Recommended
I have been using this company for a year now and couldn’t be happier with the service that has been provided by Daniel and his team. The advice that has been given is incredibly helpful and this is a very trustworthy company to use.
Stacey kept me informed of my issues…
Stacey kept me informed of my issues with current Pension Provider and has dealt with this very well
great Service
Adams and Bowles wealth Management Ltd
Found Luke to be very friendly, knowledgeable and helpful. He explained everything thoroughly and it was easy to understand. All the time at Adams and Bowles happy to help with any enquiries. Would highly recommend for anyone.
My personal dealing with Adams & Bowles…
My personal dealing with Adams & Bowles has been a very comprehensive and pleasant experience everything I know or don't know is explained in every detail definitely recommend these with no complaints.
Fantastic guidance and service from…
Fantastic guidance and service from Luke Adams. He has a very thorough approach, very clear communication and it is a pleasure to have him manage our pension portfolio and help us work towards our retirement plan.
Family inheritance has a voice
My personal advisor Luke Adams has helped me understand what is necessary to put my Money to work for my family within the limits of the liability of tax after my decease. He has talked me through the possibilities that could occur and advised me how I could leave my family their inheritance from me with the least money left to the taxman
Very informative
Very informative, and answered all my questions in a way I could understand.
I have every confidence in my financial advisor. Always at the end of the phone if I have any further questions and replies to my emails promptly.
Always knowledgeable & friendly
Clear financial advise
Over a number of meetings Luke built our trust in Adams & Bowles giving clear advise and exercising great patience with our lack of financial service knowledge. This has been followed by excellent support from Stacey who has a great sense of humor too.
In addition, this business takes its social responsibility seriously too, amongst other things they run workshops for young people.
Fantastic service from Luke and the…
Fantastic service from Luke and the team from start to finish. They are very easy to communicate with, efficient and give great friendly advice. i have already recommended their services to other people.
Highly recommend Adams & Bowles!
Luke and Dan both offer excellent financial advise and are very knowledgeable with everything they do, I trust their advise and know I am getting a great service when I needed their help with my pension and mortgage advise. I trust their advise and they explain everything easily for me to understand, I also love the work they do for the local charities and also help advise the local schools with financial presentations! Would recommend them both to anyone who needs financial advise without any hesitation
Great team
Luke and his team are so helpful, nothing seems too much trouble. It has taken me a while to find someone that I trust with my finances so thank you
Good pension advice
I found Daniel very helpful & friendly & easy to talk too. He explained everything in layman's terms so I could understand. Nothing is too much trouble even if its out of hours & is an all round top man. Been with Daniel a few years now so feel very comfortable using his services
We always have the best experience
We always have the best experience with Amy, she has helped us out so much and being first time buyers she was very patient with explaining things a few times so we understood! Recently she helped us with life insurance and ensured she met our budgets but by also achieving the best policies to suit us both! Always very helpful and approachable.
We definitely recommend using this company and will be using them again in the future.
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