Reviews of RKP Wealth Management, Reading, Berkshire. (Financial Consultant) in Reading (Berkshire).

RKP Wealth Management, Reading, Berkshire

17 Reviews

17 Comments

Financial Consultant

Financial planner

Chalfont Cl, Earley, Reading RG6 5SY, United Kingdom

Description

Information of RKP Wealth Management, Reading, Berkshire, Financial Consultant in Reading (Berkshire)

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.

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Open hours of RKP Wealth Management, Reading, Berkshire

Reviews of RKP Wealth Management, Reading, Berkshire

T. E.

Hetal tailored her advice to suit our particular requirements and demonstrated a wealth of knowledge to provide a thorough review of our finances, a new life insurance policy and a new investment fund. Hetal’s ability to listen and clearly articulate our options inspired trust and confidence and I would not hesitate in recommending her to others.

I. P.

Hetal has given us sound and thorough advice pertaining to investments, life insurance, pensions, mortgages and money management. We are impressed by her hard work, approachability, transparency and diligence. We would recommend her to anyone.

C. R.

I first learned of RKP Wealth Management several years ago when my Dad used their services to structure his finances after he retired. He was always very positive about Hetal, and as our money started to grow my husband and I contacted her to see what advice and services RKP Wealth Management could offer. We now have a good portfolio of investments, some cash for immediate use, and the security of knowing RKP understand our present and future wishes for our finances. The advice and knowledge has helped us to make informed decisions, clarified areas where we were confused, and steered us in the right direction. I strongly recommend RKP Wealth Management to provide financial planning and peace of mind for both the present and the future.

N. M.

Hetal was so thorough with the investment advise she gave me. She took time preparing the information to deliver to me and gave me options to suit my personal needs. I would highly recommend her service and use her again. I have built up a very strong financial relationship with her.

P. R.

I have an awareness & understanding of Hetal via family connections stretching back some years, so it was a natural progression and with confidence that I approached her for ongoing financial advice. Hetal fully explained processes, costs, risk levels, business history and management which cemented the decision to begin an investment portfolio, in place for over a year now. Hetal pitches her involvement at a level suitable for clients, with the correct level of current financial understanding and forward planning to suggest changing strategies as age creeps up on us. As a result I now have a spread of investments, some retained from pre Hetal, property, trusts, pensions etc together with regular reviews. Overall I have trust and confidence in Hetal’s professionalism, her knowledge plus coupled with her friendly approach would happily recommend that you consider using Hetal as part of your wealth management.

m. f.

In need of support to develop my pension plan, RKP Wealth Management were recommended to me by a colleague in 2018. Since then, we have had the pleasure of working closely with Hetal Patel to develop a financial plan that fits our future needs. Throughout the process, we have felt in safe hands, as Hetal guided us through our options, giving clear and concise recommendations at each stage. Her kind and personable nature has made the entire process simple to follow, but most importantly has allowed a level of trust in her financial decision making. We will continue to work with Hetal over the coming years and I can not recommend her enough for someone looking for wealth management advise.

E. H.

Since using Hetal's services at RKP Wealth Management I feel much more confident about my financial situation. The advice around pensions and investments takes into account my goals and concerns - Hetal's patience with my questions is seemingly endless and her explanations are very clear and backed up with a deep knowledge. I've just had my annual review with both Hetal and Minesh and feel like I am on track financially. Friendly and efficient!

J. W.

We have known and been supported and advised by Hetal on all of our financial and investment matters for over 6 years. We feel very fortunate to have met Hetal and more recently Minesh. We have developed a very strong relationship based on trust and openness. Hetal and Minesh are extremely knowledgeable and experienced and have helped us navigate the complicated world of investments. This has resulted in a positive impact on our financial status. Hetal takes a great deal of time and care to firstly understand us as people and what is important to us and our family. She then considers our finance needs and our plans for the future to tailor her advice and selection of suitable investment products. Her personal approach and the ability to explain options in a clear and concise manner has helped us so much over the years. She has identified many sensible options for us and we have been very happy with the performance of our portfolio. Hetal also goes well beyond that of a traditional financial advisor in that she is so responsive to any questions we may have, however small. The time commitment from Hetal and Minesh to visit us for regular reviews and to respond to any queries so promptly means that we have built a really great relationship both professionally and as a family. This has been maintained whilst we were living abroad too. Knowing our financial investments are being looked after by Hetal and Minesh makes us feel very secure and reassured for our future.

G. C.

I have been having financial advice from Hetal for nearly 20 years! I have recently had a very positive meeting to discuss my retirement plans! Hetal is always very professional and dedicated and I would always fully recommend her services!

D. S.

I first came across Hettel, when I was refused help by another company regarding my pensions (being told the pot wasn't big enough for them). So I then went online to look for someone else. I found someone, but they mainly dealt with mortgages and recommended Hettel. From first contact I have received excellent help and advice for my pensions (now invested). Which then led to my other finances also being helped. Hettel and her husband Minesh are very knowledgeable with the advice they give, explaining everything they recommend after listening to what you think you want. They are very friendly and caring. Thank you so much, I am very lucky to have found you.

R. B.

Hetal is the first and only person I contact whenever I need any sort of financial advice and I have recommended her to family and friends who are now using her services when required. What I appreciate of Hetal is her empathy and honesty which , in my view, are qualities all FAs should have but not all do. For the past 7 years Hetal looked after our mortgage, pensions and a few other products we needed along the way.

P. F.

I recently had the pleasure of being advised over some financial issues, mainly pensions by Hetal Patel. I found her to be well informed, professional, & kind. Hetal answered many questions in our first call, & double checked a few more obscure questions, getting back to me in good time with reassuring answers. I have no hesitation in recommending her highly. I have copied & pasted her details below. Hetal Patel CeFA, CeMap, DipCII Financial Planner RKP Wealth Management

B. P.

Great financial advice for my needs. Loved the future financial tracker which after about 8 hours of work by Hetal was fantastic in showing me what I need when I retire. Love the service!

E. T.

Very impressed with the service I recieved. Hetal is highly professional and approachable. Would definitely recommend. Will be using RKP for all my financial needs in the future.

B. G.

I can honestly say that working with Hetal and Minesh at RKP Wealth Management has been a genuine pleasure from start to finish! Not only are they knowledgeable and professional in their approach but patiently explain every aspect of what we are getting ourselves involved with financially! I would happily recommend them and their organisation to anyone like ourselves who are just starting off down the finacial investment route and who need pleasant, professional and informative guidance regarding the many pitfalls that could beset the keen but inexperienced investor! We're more than comfortable that we are in safe hands! Barry Griffiths Oxfordshire

H. P.

I have been a client for 2 years now and I'm highly impressed. They are knowledgeable, sensitive and responsive - working well to meet my evolving needs without any of the hard sell (that often comes with this part of the industry).

J. P.

I found the service at RKP Wealth Management professional and easy to understand. I have no hesitation in recommending them to anyone looking for financial planning support.Thank you RKP!

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