Circle Wealth Partners Ltd
Financial Planners
Chancery House, 30 St Johns Rd, St John's, Woking GU21 7SA
Most Recent Comments
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December 2023
Matt has been overseeing my investments for well over ten years and I am really happy with how they have progressed. He has always explained things carefully and in ways that I can understand! He provides me with written updates and graphs to show how they have fared, which makes a lot of sense to me! He also takes care...
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November 2023
We've been using Circle Wealth Partners since 2016 and have been really pleased with the way in which our pensions have been managed. Matthew and the team provide regular updates with as much or as little detail as you want to know and, despite a couple of periods of turbulent market conditions, our portfolio has performed...
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October 2023
It’s very important when you need financial advice to find people you have faith in and understand the market. Circle Wealth are those people and with Matt Parker he has my full trust, his help and advice has been excellent, I would fully recommend them to anybody.
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From Circle Wealth Partners Ltd
At Circle Wealth Partners our number one priority is to ensure clients are in the best possible financial position for their long-term future. We help our clients to pursue their wealth management goals through face to face financial planning advice, astute investment management and by utilising our access to the Partnership of St. James’s Place Wealth Management, as a Senior Partner Practice.