WB Wealth Ltd

I have been using WB Wealth for a few years now and before covid struck and the recession hit, but Geoff has been a great help in keeping the investment in good shape when others have been hit hard.Geoff always gives sound advice and is on hand should you need him.Definitely would recommend WB Wealth if you are looking for this service.

I have been working with St James Place for many many years and for the last c10 years with Geoff Winchester and team. The whole experience has been thoroughly rewarding. I have recently moved into retirement (almost - sort of!!) and find myself in a very fortunate position in no small part to the excellent advice, plans and tools that Geoff and his predecessors have given me. I have no hesitation is recommending them to anyone, and indeed have done so to many friends and relatives of mine.

I have worked with Geoff and his team for almost 5 years, and St James Place for over a decade. They have consistently provided me with great advice and support. Geoff is always available to answer any queries, and provides clear explanations with patience and warmth. I would highly recommend him.

Geoff has been looking after my investments for over 5 years now. He is very clear, precise, and gives sound advice based on my situation and needs. Geoff is also readily available and responds to queries in a very timely manner. Very happy with his service.

I recently worked with Geoffrey, and I can't speak highly enough about my experience. From our first meeting, Geoffrey impressed me with his expertise and his ability to explain complex financial concepts in a way that was easy to understand. One thing I appreciated about Geoffrey was his commitment to understanding my unique situation and goals to ensure he catered a financial plan towards my needs. Geoffrey was welcoming, friendly and accommodating. I would recommend WB wealth and his services.

I have been with WB Wealth now for just over 6 months and it was a great decision. Before WB Wealth I was trying to manage my funds portfolio on my own with little knowledge. Geoff has helped us to plan our investments around our goals. The advice is clear, professional and everything is made so easy in terms of the process.I can’t recommend WB Wealth enough.Thank you

I have had the pleasure of working with Geoff for many years now, and I can confidently say that he is an exceptional financial adviser. His creativity and thoughtfulness have helped my family and I to achieve financial freedom and security. Geoff has partnered with us every step of the way, providing expert guidance and support as we navigate the complexities of the financial world.What sets Geoff apart is his ability to truly understand our unique needs and goals. He takes the time to listen to our concerns and provides tailored solutions that are perfectly suited to our situation. With his help, we have been able to make smart investments and plan for retirement.I highly recommend Geoff to anyone looking for a trustworthy and knowledgeable financial adviser. He has become a valued partner to our family, and we look forward to continuing to work with him for many years to come.

Highly recommend Geoff as your financial advisor. I have used Geoff for a number of years now and he has been consistently very approachable and informative. He keeps in touch regularly with excellent recommendations.I trust Geoff, he listens and explains things so that I understand.I have many friends who have worked with him for much longer than me and all would say what a lovely person to work with.

Excellent experience with Geoff Winchester and his team. Provided investment advice to me while working in the UK and helpful following my return to Canada. Expect great service.

I have been working with Geoff for about 4/5 years now and his guidance and patience has been amazing and educational. Geoffrey has taken the time to discuss with me my financial decisions as my life has changed from single with no kids to motherhood and future planning.I recommend. Thanks Geoff.