Client Centric Wealth Efficiency Service
"Our mission is to provide exceptional, impartial and personal financial planning advice and wealth management services to our private clients"
Client Testimonials
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:
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How would you describe the Financial Advice you have received to date?
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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.
Independent Chartered Financial Planning Services / Telephone: 01932 567079 / Email:
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 Efficiency Service Limited, 4th Floor, The Northern and Shell Building,
10 Lower Thames Street, London, EC3R 6AF
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.