Ayling Financial Wellbeing - Winchester

Ayling Financial Wellbeing

Ayling Financial Wellbeing, located at The Soke, 12 Chesil St, The Soke, Winchester SO23 0HU, United Kingdom, is a reputable financial planning firm dedicated to helping individuals achieve financial stability and security. With a phone number of 7802888925 and a website at partnership.sjp.co.uk, the company offers a range of services to cater to various financial needs.

The specialized services provided by Ayling Financial Wellbeing include:

• Financial planning

In addition to their specialties, Ayling Financial Wellbeing offers other points of interest such as:

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended

The company has received positive feedback from its clients, with an average rating of 5/5 based on 18 reviews on Google My Business. Clients appreciate the balanced advice provided by the financial planners, as well as the knowledgeable and personable approach taken during consultations.

With a strong emphasis on personalized service and a focus on helping clients achieve their financial goals, Ayling Financial Wellbeing is well-positioned to assist individuals in achieving financial wellbeing.

👍 Reviews of Ayling Financial Wellbeing

Simon R.

5/5

Had an initial call with Bruce to start looking at financial planning around retirement. I felt that Bruce gave very balanced advice on different approaches and the risks involved. Have decided to move on to the next stage and work up a more detailed retirement plan with help from Bruce.

Brian S.

5/5

Great morning session with Bruce from Ayling Financial Wellbeing. Our annual financial assessment was thorough, informative, and certainly helps our future thinking. All supported by Bruce who is both knowledgable, and personable, and importantly follows through. Thank you.

Eeebarrgum

5/5

Have known Bruce for 5 years and always found him to be friendly, knowledgeable, helpful and thorough with his advice. Would recommend anyone who's looking for a reliable Financial Adviser to get in touch with him.

Eric C.

5/5

Using Calendly to book a Zoom meeting with Bruce at a mutually agreeable date & time was very easy - we could plan our questions and Bruce was in the office with complete access to the SJP system. Having previously met Bruce at our house using Zoom was not at all stilted or off-putting. He was able to answer all our questions and propose tax efficient solutions for our requirements.

Rob

5/5

I have been seeing Bruce for regular financial advice for several years now and can thoroughly recommend him.Bruce is extremely thorough, professional, and always takes time to explain his recommendations and is never in a rush to finish the meeting/consultation until everything has been completed to satisfaction.i would recommend anyone needing good advice about investments, pensions, or any financial matters that they should consult with Bruce.

Greg P.

5/5

Once again a highly professional service and advice from Bruce covering our investment and pension portfolios as part of our annual review.

Gaynor B.

5/5

I can highly recommend Bruce Ayling as a financial advisor. He has successfully managed a St James's Place bond for me through recent difficult times, financially. I have found him to be very knowledgeable, professional and friendly. His reports and advice are clear, concise and helpful. I have no hesitation in recommending Bruce to anyone needing investment advice.

Tom B.

5/5

Bruce is a fantastic financial advisor, having worked with him for the last year. He always offers excellent advice and has helped with specific financial questions I have had. I strongly recommend him.