Home United Kingdom Wales Savvy Wealth Management

Savvy Wealth Management

1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, UK

+44 1443 405583

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Detailed Information

Place Types Insurance agency
Address 1 Parc Bryn Derwen, Llanharan, Pontyclun CF72 9TT, UK
Coordinate 51.5313829,-3.4463492
Website http://www.savvywm.com/
Rating 5
Compound Code GHJ3+HF Pontyclun, UK

Openning hours

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM
Saturday Closed
Sunday Closed

Photos

Reviews

Tony T. (11/04/2020)

No regrets on moving my finances to Savvy Wealth Management. Martin is always easy to get hold of and responds quickly and efficiently to any questions that I've had. I get regular bulletins on current financial issues and my account information is easily accessible, should I wish to take peak at what's going on from time to time. It's a big leap to trust someone with larger amounts of your money and I have no worries whatsoever in trusting Martin to manage my funds for the foreseeable future.

Hayley Jones (11/04/2020)

I have used Martin at Savvy Wealth Managements services for almost 10yrs now for my mortgage, pension, life insurance and savings management and to have the services of such an established IFA is immeasurable. Martin's continuous monitoring of my portfolio gives me the assurance to get on with my life knowing he has my financial interests covered in the best means possible. Martin gives clarity and a very friendly approach to make things easily understood and transparent at every step. Give him an opportunity to make a difference for you too you won't regret it.

Jeff Dix (09/17/2020)

Having been with this company for several years now we can honestly say that it has been one of the best decisions we have made. Nearing retirement, my wife and I needed professional advice regarding pensions and investments and in neither have we been disappointed. The quality of service has been second to none and whenever we needed to get in touch with Savvy Wealth there has never been a problem. Our advisor, Martin Beazer has always been on hand to give us advice and results have proved positive. We would not hesitate to recommend this company and have in actual fact already done so.

Alistair Brick (10/29/2020)

Savvy helped us get our family home into a trust. Martin was extremely knowledgeable and friendly, he answered all of our questions, put our minds at ease and got everything up and running quickly. I would highly recommend them.

Angie Beazer (11/04/2020)

Martin always displays professionalism whenever conducting business. He has handled my pension for many years & has always been available for advice & money management. I would never trust anyone else.

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