Your Financial Future, Our Priority
At Wealth Management & Growth, we are dedicated to providing a friendly and professional service to help our clients achieve their financial goals and secure their future. Our team of experts is committed to maintaining the highest standard of personal service, tailored to each client's unique needs.
Our Team
With over 30 years of combined experience in the financial services industry, our team is led by Paul Wells, a Chartered Financial Planner with extensive expertise in wealth management and financial planning. Our team includes Neil Lamin, an Independent Mortgage and Protection Adviser, and Wendy Taylor, a seasoned Paraplanner and Administration Support specialist. Our team's extensive knowledge and experience enable us to provide a comprehensive range of services to our clients.
Our Services
We offer a wide range of services designed to cater to our clients' diverse financial needs. Our services include:
- Investments: We help our clients create and manage investment portfolios tailored to their individual goals and risk tolerance.
- Pensions: Our experts assist in managing pension plans to ensure a secure retirement.
- Mortgages: We provide expert advice on residential and buy-to-let mortgages, ensuring our clients secure the best possible deals.
- Protection: Our team helps clients protect their income and assets with innovative protection plans.
- Long-Term Care: We offer expert guidance on long-term care planning to ensure our clients' financial security.
- Inheritance Tax: Our experts assist in mitigating inheritance tax liabilities.
- Corporate Financial Planning: We provide bespoke financial planning for businesses and individuals with complex financial needs.
- Full Financial Analysis: Our team conducts thorough financial reviews to identify areas for improvement and provide personalized recommendations.
Why Choose Us
At Wealth Management & Growth, we pride ourselves on our commitment to client care, exceptional service, and tailored solutions. We operate independently and maintain the highest standards of governance and compliance. Our team is dedicated to helping our clients achieve their financial goals and build a secure financial future.
Contact Us
Please visit our offices at F1, Works 57, 57 Chippinghouse Road, Sheffield, South Yorkshire S8 0ZF. You can also reach us on 07980 937880 or e-mail webenquiry@wmgifa.co.uk. We look forward to assisting you in achieving your financial objectives.
Exceptional Service
Neil Lamin has received widespread acclaim for his exceptional service in the mortgage industry. Both Emily Needle and Abigail Wagstaff Elliott have praised him for his professionalism, expertise, and dedication to making their home purchasing and mortgage-acquiring experiences as smooth and stress-free as possible.
Personal Touch
Clients have appreciated Neil's friendly and approachable nature, evident in his willingness to be available 24/7, providing timely responses to their queries and concerns. His expert advice and guidance have been instrumental in facilitating a seamless transaction process.
Value for Money
Both reviewers have acknowledged Neil's high level of expertise, which they believe is well worth the cost. They have expressed satisfaction with the value he provides, stating that the services he offers are efficient, reliable, and trustworthy.
Recommendation
Neil Lamin has been highly recommended by both clients, who would be eager to work with him again in the future. His exceptional service and expert advice have earned him a reputation as a trustworthy and reliable mortgage professional.
