Wiltshire Wealth

Traditionally discussing subjects involving 'money' are always scattered with tricky terms and often confusing abbreviations. Dealing with Daniel at Wiltshire Wealth, none of this was an issue. His clear communication and ability to break everything down into terms simple enough for people who are 'not in the industry' to understand was incredibly refreshing. And speaking of refreshing, it was brilliant to speak to someone who actually has your best interests in mind, offering advice that is best for you and your key investments/decisions, with no pressure to act on. Its just pure good old honest guidance, something that is a rarity these days. I wouldn't hesitate to recommend Wiltshire Wealth to anyone looking to make the most out of their money.
Jun 12th, 2022

Highly recommend Wiltshire Wealth. Dan has been excellent and provides really pragmatic advice whilst keeping things simple to understand.
May 2nd, 2023

Daniel was absolutely fantastic at explaining my options with regards to drawing my pension, ensuring I was informed to make the best decision for my situation. Would highly recommend.
Nov 12th, 2022

Approachable, professional and insightful financial help and advice. Dans able to communicate complex financial matters in a way that makes sense, and I really appreciated his honesty and integrity.
Sep 7th, 2022

Dan is very personable and detail-orientated. The service he has provided is very considered and personal, taking into account my financial circumstances, goals and my knowledge of investements, and then tailoring the investment strategy based on those factors. He has not tried to force certain recommendations, but rather has explained a range of options, and worked with me to come up with the most appropriate plan for now, whilst providing reassurance that the plan can be adjusted along the way if necessary. For me, this approach is empowering and confidence-inspiring, and I highly recommend his methods for financial management.
Sep 2nd, 2022