Emma Ralls Wealth Management Ltd - Whitehaven

Emma Ralls Wealth Management Ltd is a reputable financial planning company based in Bransty, Whitehaven, United Kingdom. The company specializes in providing comprehensive financial planning services to its clients. Their address is September House, 1 Countess Rd, Bransty, Whitehaven CA28 6BS, United Kingdom. They can be reached by phone at 194665890 or through their website at emmarallswealthmanagement.co.uk.

At Emma Ralls Wealth Management Ltd, they pride themselves on offering a friendly approach and plain speaking, which has helped many clients understand their financial situation and plan for their future. They are particularly known for their expertise in pensions and retirement planning.

Specialties

Emma Ralls Wealth Management Ltd specializes in financial planning and offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning. They are known for their personalized and comprehensive approach to financial planning, which takes into account the unique needs and goals of each client.

Other Points of Interest

• The company is owned by a woman.
• They offer online appointments for clients who are unable to visit their office.
• Their parking lot is wheelchair-accessible.
• They have a wheelchair-accessible toilet on the premises.
• Appointments are recommended for clients.

Reviews and Opinions

Emma Ralls Wealth Management Ltd has received 9 reviews on Google My Business, with an impressive average rating of 5/5. Clients have praised the company's expertise, friendly approach, and ability to explain complex financial concepts in a clear and concise manner. Many clients have reported that working with Emma Ralls Wealth Management Ltd has significantly improved their understanding of their financial situation and has given them confidence in their financial planning for the future.

👍 Reviews of Emma Ralls Wealth Management Ltd

Deborah T.

5/5

Made an appointment with Emma as I needed to get to grips with my pension and future plans. Was worried because I was totally clueless with it!
Emma put me at my ease and talked me through where I was with it all and all of my options.
Emma clarified everything and for the first time ever, I actually understood and began planning for my future.
I can truly say Emma’s wealth of knowledge, caring and friendly approach and ‘plain speaking’ has actually changed my life!
Thank you so much Emma Ralls Wealth Management 😊

June W.

5/5

I was looking for a local company to have a full financial review and I certainly found the right one! All the staff are friendly, efficient and above all professional. Emma gave me good advice with clear explanations and non-technical jargon. I intend to use again as they have a great review system and would happily recommend.

jennifer F.

5/5

I'm very happy with the service Emma has provided me with . Emma is a very professional adviser making sure you understand all she discusses with you, and putting you totally at ease .

Abbie F.

5/5

Very professional service with fantastic advice. Emma is so lovely and makes you feel completely at ease.

Heather T.

5/5

A very professional and friendly service, I cannot recommend Emma and her team highly enough.

Andrea C.

5/5

Been a customer for a few years now, very professional, lovely staff & always kept in the loop! 5* Service, would strongly recommend 😊

Helen J.

5/5

Excellent efficient service. Would highly recommend.

Stephen M.

5/5

Very professional look forward to using the company in the future