Reviews of Shenley Private Wealth. (Financial Consultant) in Milton Keynes (Buckinghamshire).
Shenley Private Wealth
Shenley Pavillions, Chalkdell Dr, Milton Keynes MK5 6LB, United Kingdom
Description
Information of Shenley Private Wealth, Financial Consultant in Milton Keynes (Buckinghamshire)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Shenley Private Wealth
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Reviews of Shenley Private Wealth
M. D.Max has looked after our finances for over 12 years. During that time she has proved to be a friendly and reliable financial advisor who, with thoughtful consultation, continues to effectively manage our funds to secure our retirement and plans for future needs.
Always professional in her approach, she is has proved ready to 'go that extra mile' when the need arises.
We were happy to recommend her to other family members.
A. D.Max has been advising me for 6 years now, and I can’t speak highly enough of her. She takes time to explain investment options , and what I should consider, and manages at the same time to simplify all the complexities!! Recommending Max to friends and work colleagues is something I have done with pleasure , and they too are delighted with the service Max offers. She has even taken time to advise my son with his investments, and I am truly grateful for that. I am very happy putting my trust on investments and pensions with Max and the team at St James.
B. J.Max has been managing my finances for many years now. She provides sound advice and often goes above and beyond to assist with any issues arising. It is easy to discuss things with her - she explains the pros and cons clearly. I would not hesitate to recommend her.
K. G.Max is great, she is friendly and reliable and she is always professional in her approach, and gives good solid financial advice.
Max has looked after our finances for many years and response quickly to any questions we might have. Would highly recommend Max.
A. H.Max has been managing our finances for over 10 years and during that time she has provided excellent advice and tailored our financial portfolio to our specific needs. Max is efficient, knowledgeable and always contactable should you need to ask a question. Thanks Max for the excellent service you have provided over the years.
M. P.Max Patel has been my financial advisor for 5-years, during which time she has provided a first class friendly and trustworthy service. Max keeps me well informed on all financial matters relating to my retirement wealth management and the necessary planning to enable a secure future. The knowledge and professionalism demonstrated by Max has been key to help me understand the importance and true value of using a financial advisor.
H. Q.Having advised me for more than 8 years, Max has provided sound investment advice and grown my portfolio. Her expertise and knowledge is great and she listens to my questions / 'wants' in terms of where to invest. I would not hesitate to recommend her and the service she provides is friendly, caring and beneficial!
R. B.Highly recommended, Max Patel has been managing my wife’s and my financial affairs for many years now and has delivered clear and concise advice in a friendly and professional manner. Max has guided us through our retirement and wealth management process and given us total confidence in planning to meet both our medium and long term needs. Max is extremely quick to respond and give excellent and timely support when requested.
M. F.Max has advised me and other members of my family for many years. Her ability to quickly understand our varying circumstances and aspirations has been a great help in our financial planning. Her friendly, calm and professional approach is just what we need.
J. M.Max Patel has done a fabulous job sorting out my pensions and retirement funding. She's 100% professional and I trust her judgement. At the same time she's warm, friendly, empathetic and very in tune with what I need. I now feel very confident for the future despite so much uncertainty and I look forward to our regular meetings. A pleasure to deal with. Thank you
Contact
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