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    Client Centric Wealth Logo

    "Our mission is to provide exceptional, impartial and personal financial planning advice and wealth management services to our private clients"

    Client Centric Wealth Efficiency Service

    Client Testimonials

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    Client Centric Team
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    About

     

    Meet Our Team

     

    Our Vision & Values

    We value the opinion of our clients and we obtain regular feedback using a simple 4 question survey to hear their views on our advice and service.  To find out our overall rating and what they had to say, click each of the questions below (opens in a separate window):​

     

    Questions:

     

    1. How would you describe your Client Centric Wealth adviser?
       

    2. How would you describe the Financial Advice you have received to date?
       

    3. How would you describe the Customer Service you have received to date?

     

    In response to the final question in our survey, where we asked our clients whether they felt comfortable recommending their financial planner at Client Centric Wealth to friends and family, all clients who completed the survey confirmed that they would indeed be comfortable recommending us.

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    Independent Chartered Financial Planning Services / Telephone: 01932 567079​ / Email: contact@clientcentricwealth.com

    Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority.  FSR number 705758.  

    Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth, c/o Regus Serviced Offices 1st Floor, Cobham MSA, Downside, Cobham, Surrey, KT11 3DB

    Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited

    Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested. 

    INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.