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... Toon meer
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Lees wat reviewers zeggen
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... Toon meer
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... Toon meer
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... Toon meer
Bedrijfsgegevens
Over Adams & Bowles Wealth Management Ltd
Geschreven door het bedrijf
The financial world we now live in is ever changing and more complex than ever before. The need for bespoke face to face financial advice to enhance and protect your wealth has never been more important than it is today. Despite all of this, regular advice is not easily accessible to the public, as the majority of financial services providers offering personal advice has drastically reduced over the years. This means that many people are simply unable to benefit from professional financial planning.
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.
Contactgegevens
Suite 28, 30 Churchill Square, Kings Hill, West Malling, ME19 4YU, Kent, Verenigd Koninkrijk
- 01732525989
- adamsandbowleswm@sjpp.co.uk
- adamsandbowleswm.co.uk
4,9
Uitstekend
77 reviews
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Very satisfied.
Amy helped me with my insurance. From start to finish, she helped me with finding the best provider. Overall, she was very approachable and explained everything clearly to me. I was very satisfied with the professional service and would recommend her services to anyone looking for financial help.
21 oktober 2022
Review zonder uitnodiging
Great company for financial advice
I’ve been using Luke for many years and always had great advice and service. Highly recommend.
18 oktober 2022
Review zonder uitnodiging
Daniel helped me transfer my pension…
Daniel helped me transfer my pension and ISA from my previous pension company. My previous company didn't monitor my pension and only used one investment unlike St James Place who use multiple places to invest in . Daniel also helped me set up my online account.
17 oktober 2022
Review zonder uitnodiging
Tailored to your needs.
Daniel is an asset to the company. He spent time explaining different options and found the best solution for my situation. Everyone’s pension needs are different and Daniel listened and sorted out my pension to suit our needs.
12 oktober 2022
Review zonder uitnodiging
Great service
Have always had great service from Adams & Bowles. Very friendly and helpful attitude and always a pleasure to deal with.
6 april 2022
Helpful independent advice
Always had helpful independent advice.
In person and phone contact.
Would recommend their services.
6 september 2022
Review
We have dealt with Daniel Bowles now for several years and have always found him to be extremely helpful, friendly and approachable all times. We have annual reviews in which Daniel explains very clearly how our pensions have been doing during the last year and always answers our questions in a very timely manner. I couldn’t recommend the company highly enough. Thank you!
10 oktober 2022
Been with Adams and Bowles Wealth…
Been with Adams and Bowles Wealth Management for years always get good and easy to understand advice. Thank you for their services.
10 oktober 2022
Fully recommend this company
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 contacts at the company. We like the fact that they are always available for advice, & are easily contactable. We would not hesitate to recommend them, & indeed have done so.
12 juli 2022
Fantastic advice and support from Adams and Bowles.
Adams & Bowles provided me with some personal advice regarding some recent investments.
Every part of their service was profesional and courtious, i now feel i have the knowledge and support to move forward with my investing.
I would highly recommend this company
1 september 2022
Stacey Owens came along to our Autistic…
Stacey Owens came along to our Autistic social groups and held two workshops on finance, saving and investments for children. She is funny, friendly and engaging and the children were immediately put at ease by her comforting and patient approach.
We would recommend Stacey and give her 10/10 for her work with our attendees.
6 september 2022
Review zonder uitnodiging
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