Contractor Wealth Comprehensive financial planning service

4.1 / 5

Contractor Wealth Comprehensive financial planning service

contractor-wealth.com
41 Reviews
4.1 Great
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4.1 / 5

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4.9

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5

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4.5

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Based on 41 reviews

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4.1

41 reviews

Contractor-wealth.com Review

We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community

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Last update: Fri, Nov 12, 2021 12:34 PM

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Contractor-wealth.com Reviews & Complaints (41)

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delivery

price

quality 5 /5

customer service 5 /5

on-time

David was very patient and attentive to demonstrably understanding our needs, he came up with an investment solution that looks to suit my needs very well and handled some of the more interesing caveats with enthusiasm and gusto. Wouldn't hesitate to recommend, very professional service at all points and plenty of touch points to get the full picture. Thanks again!
5

3 years ago

review by Kevin Timmins

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Duncan at Contractor Wealth spent time to ensure I understood the options, and provided clear useful advice. Always able to find appointments at a time to suit me. Thanks!
5

3 years ago

review by B. H.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I found my experience with Contractor Wealth ot be very smooth and pleasant. Nick Winter, my financial planner, went to great length to organize many phone calls and to go through all my options and provide as much clarity as I needed to make an informed desicion. His guidance was exemplary of great customer service and good communication. I'd recommend CW and Nick to anyone looking for contracting financial planning, especially pensions.
5

3 years ago

review by Firas Y.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Contractor Wealth have listened to my needs, made a careful analysis of current and future cash flows and provided a considered solution that met these. I'm impressed with their prompt and professional approach to providing financial advice.
5

3 years ago

review by R. C.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

David was very clear and gave great advise and have moved on his recommendations
5

3 years ago

review by Gary Gray

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

My primary point of contact with Contractor Wealth was through Nick Winter. Nick was highly professional and clearly had a wealth of experience in the financial sector, presenting me with various options and clearly explaining the risks, pros and cons of each one. Nick took the time to understand my situation and was able to clearly communicate what were often complex financial matters into language I could understand.
5

3 years ago

review by Jonathan G.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I found Contractor Wealth to be very professional to deal with right from the first call.

Nick Winter was thorough and detailed in his information gathering and always took great care in making sure the process was easy to follow and very transparent.

The advice and recommendations provided by Nick showed that he truly had understood my requirements and he was always up to speed every time we spoke. I have full trust in the advice Nick has provided and I was impressed by the quality of the documentation produced and the straightforward manor in which it was presented.

I would recommend Nick and Contractor Wealth to anyone looking for pension advice.
5

3 years ago

review by Patrick F.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I was very happy with Nick’s services. His knowledge, professional advices, his patience and a sense of humour made the whole process a real pleasant experience. The report and recommendations he provided were very well considered and detailed, helpful for someone who is new to the area and I was happy with the results. The team at Contractor Wealth (Jessica, Anna) were also brilliant with all of the admin work and regular follow-ups to ensure smooth progression of the process. I would highly recommend their services.
5

3 years ago

review by Veronica E.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Having put off organising my pension for several years as I was worried it would be a terribly complicated process that I wouldn't really understand, I was pleasantly surprised by how straightforward Contractor Wealth made everything. David is an excellent advisor - very patient and explains things very clearly. The admin support form Jess was excellent too, with paperwork being sent out very promptly after our meetings. I would definitely recommend Contractor Wealth.
5

3 years ago

review by T. F.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I am very happy with the service I have received from the team at Contractor Wealth. They have been friendly, helpful and efficient. I really appreciated the time they have taken to answer my questions and explain the different options to me.
5

3 years ago

review by G. S.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Contractor Wealth are pro-active and communicative; one of the few companies I've dealt with (as a contractor) where they've actually spent effort chasing me around and ensuring my needs are met, rather than the other way round. They're a delight to deal with.
5

3 years ago

review by Guy Barrett

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I used contractor wealth to setup a ltd company pension pot. They use docusign which is a very clever way of completing forms. Graham knew his stuff and gave me plenty to think about. Furthermore he referred me to other people for life insurance and writing a will. I would say you're paying for peace of mind with a service like Contactor Wealth. If I was to nitpick I would say clarity needs to be made about increasing monthly contributions over the years vs lump sums.
5

3 years ago

review by Wesley Taylor

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Great personal service with plenty of communication from Duncan and his team; Anna and Max.

Required a few phone calls to first make sure Contractor Wealth was for me, to give Duncan the information he needed to proceed and then to finally review the documentation Duncan provided to make sure I was happy and understood everything.

After having nothing in place for retirement I’m more than happy with the end result to not only know what to do but also to see projections helps put you at ease.
5

3 years ago

review by Ryan E.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

Duncan from Contractor Wealth has been fantastic. He is very patient and explains everything very clearly. The analysis of my circumstances, aspirations and appetite for risk was spot on. I would definitely recommend Contractor Wealth and Duncan in particular.
5

3 years ago

review by Ian F.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I thought the service provided was first class. They understood my needs and were able to come up with an acceptable proposal for the way forward in my retirement planning.
5

3 years ago

review by Mark Fisher

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

My advisor, David was very thorough in his preparations and analysis of my situation and needs. His recommendations were well explained and made a great deal of sense. I felt that he did indeed take on board my objectives and current financial position. David was very relatable, made me feel at ease and took great pains to ensure I understood the significant implications of my choices.

The administrative side of the engagement process ( appointment reminders, document submittals and reviews etc) was also very efficient and friendly

Maybe arrangements for a follow-up call in a few weeks time to ascertain if I have any more questions - after further digesting David's recommendations - would have been a useful suggestion as I like to know the nitty gritty of all the fine print...
4

3 years ago

review by D. U.

#delivery(4/5) #price(4/5) #quality(4/5) #customer service(4/5) #on-time(4/5)

David Rankine conducted a thorough and holistic review of my situation, something I had not done for a few years, and has recommended an approach and pension that addresses my needs and has flexibility. I have found David and the team to be highly professional and credible.
4

3 years ago

review by Janine Sapsed

#delivery(4/5) #price(4/5) #quality(4/5) #customer service(4/5) #on-time(4/5)

My experience with Contractor Wealth has been great from day one. Graham Fishwick, my financial adviser, was very straightforward and diligent in trying to help me with my financial planning for retirement. He really understood my needs and my expectations for the future and came up with what seems to be the best investment solution for me.
5

3 years ago

review by Miguel Angel

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I have been really impressed with the service I have received from Zee and the team at Contractor Wealth. From the start, they have all been efficient and never once not followed up when they said they were going to. Zee explained very clearly everything he recommended to me and the way the reports and information were presented made it easy for me to be clear on what was going to be put in place. Highly recommended.
5

3 years ago

review by Emma Williams

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

I was extremely impressed with the advice given by Nick. He was very thorough and acted with integrity and impartiality. I would definitely recommend their services.
5

3 years ago

review by Chris D.

#delivery(5/5) #price(5/5) #quality(5/5) #customer service(5/5) #on-time(5/5)

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Usually stable businesses have more than 5 authority websites mentions, this one has 10 authority websites mentions and 4 mentions in other websites

Contractor-wealth.com Review

We are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community

Contractor-wealth.com Customer Service Contacts

No contact details for this company.

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Share Preview

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