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RWB Wealth

Hosted by David Simmons

5.0 (11 Reviews)

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We provide planning around all of your financial needs. We are a one stop shop for your finances, which includes but is not limited to; Pensions, Mortgages, Insurance, Investments, Taxation and much more.

Reviews 11

5.0

Out of 5.0

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Tracey Cannon
Oct 18,2021

Highly recommend this company for its knowledge and professionalism. Chris has been amazing and is always on hand for advice. I wouldn’t go anywhere else for my financial planning.

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Jamie
Apr 28,2021

Got recommended RWB after I was having difficulty with my previous financial advisor and I was really happy I did. The service is fast, explained easy and friendly. I have seen great growth with my money and had it explained in easy understanding and had all my possible options explained to me. Just a great service overall

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Laura Warren
Mar 27,2021

I can't say enough about Geoff and the team at RWB Wealth. They explain everything really well and thoroughly. They are honest and take time to really get to know your situation. It's the first time I've ever been able to understand the full spectrum of financial options available for me. They have made me feel so much more positive and less stressed about the future for myself and my two sons. I highly recommend.

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Luke Richardson
Feb 29,2020

I was recommended to RWB Wealth from a friend at work, I was in financial difficulty and did not know which way to turn, I had recently lost my mother to Cancer and had got into so much debt it was affecting my health. The guys at RWB Wealth were very approachable and easy to talk to, at first I did not believe they would be able to help me, but after i had explained my situation, a solution was found. I cannot recommend RWB Wealth enough, I was made to feel very welcome and in no time at all my situation was resolved. A very professional company with a genuine 'care' approach to their clients, thanks so much RWB Wealth, you have changed my life for the better.

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Tracey Holloway
Nov 13,2019

These guys know exactly what they are talking about. Experience and knowledge in abundance. Really nice people and very comfortable to work with. Highly recommend

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Ryan Hiscott
Nov 09,2019

A Fantastic experience after contacting the RWB Wealth team; a huge helping hand in setting up my Pension as well as choosing a Help-to-Buy ISA and explaining my potential Mortgage options. Communications have been Prompt and Professional throughout, will certainly be back in touch with the Team in the future and would Highly Recommend them to anyone!

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Jamie Charles
Nov 09,2019

Needed advice and help with a mortgage, heard about these from my friend - would highly recommend!!

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Rhys
Nov 07,2019

RWB Wealth helped point me in the right directions with my investments and future planning. Awesome guys.

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Luke
Nov 06,2019

Made my financial decisions seem straightforward and simple. These guys filled me with confidence and really know their stuff. Can't recommend enough

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Charlotte Darlington
Nov 06,2019

These guys are absolutely fantastic! They are friendly, approachable, down to earth and most of all know what they are talking about. I learn so much every time I chat to them and they explain everything really well, so I never feel overloaded with information that I don't understand. They make financial chatter actually interesting! I thought I wouldn't be able to get a mortgage for a few years, but after my first meeting we ran some figures and I was able to start applying this year! They made sure I signed up to the best government schemes/help to buy ISA's available and I couldn't be happier with the guidance I have had from them. They are so easy to chat to and they also have great coffee...!

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Michelle Saubergue
Nov 05,2019

RWB Wealth are a breath of fresh air! They are always available to discuss financial issues, big or small and nothing is too much trouble. Their extensive knowledge provides you with complete comfort knowing that you are receiving the best advice possible. They are down-to-earth, friendly and provide complete reassurance.”

02920263360 [email protected]

Regus, Malthouse Avenue, Cardiff Gate, CF23 8RU, Cardiff, GB

http://rwbwealth.com

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