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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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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October 2023
I've been dealing with Matt Parker for several years now, and not only is he a thoroughly nice chap he also has given me some incredibly useful financial advice.I originally spoke to him about my pension as I had several little scrappy amounts accumulated in various pots over the years from each prior employer. Matt helped...
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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.
