Ambient Wealth Management Opiniões 45

TrustScore: 5 em 5

4,8

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Classificada 5 em 5 estrelas

Josh was extremely professional and friendly He gave very comprehensive sound advice I would highly recommend him 😊 Debs Gibraltar

Classificada 5 em 5 estrelas

My late husband and I were Privileged to have met Josh many years ago. He is a dedicated hard working young man always ready to listen and help in any way he can.He is currently helping me with docum... Ver mais

Classificada 5 em 5 estrelas

Josh, was a very friendly person who put you at ease from the start of our meeting. He gave clear, transparent information about his advice and charges. A very honest and trustworthy professional appr... Ver mais

Classificada 5 em 5 estrelas

I started talking to Josh over two years ago to see which options were available for my UK pension pots. Mid 2024 I decided on a strategy based on all of the valuable information that Josh provided. H... Ver mais

Informações sobre a empresa

  1. Consultor financeiro
  2. Serviço de investimentos

Escrito pela empresa

Ambient Wealth Management offers personalised financial advice to expats living in Spain and across Europe. We specialise in cross-border planning — helping clients make sense of their pensions, investments, and tax position in a clear, practical way. Our focus is on building long-term relationships, providing transparent advice, and structuring your finances efficiently as your life evolves internationally. Our services include pension advice and transfers, investment management, tax-aware planning, insurance, and multi-jurisdictional wealth structuring.


Informações de contacto

4,8

Excelente

TrustScore: 5 em 5

45 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Como esta empresa usa o Trustpilot

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Classificada 5 em 5 estrelas

Josh Williams of AWM is a professional…

Josh Williams of AWM is a professional that operates with complete integrity. He is a subject matter expert and transposes his knowledge to his clients in a structured and professional manner. Continued client retention and referals demonstrates his ability to build career long relationships that are solidified by unwavering trust.

3 de fevereiro de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

i met Josh through a friend of mine…

i met Josh through a friend of mine whom josh was taking care of her financial matters.
i asked him for some advice of financial matters and opening accounts, very efficient, knowledgable and well informed young man , who i will be working with in the future,

1 de fevereiro de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Excellent Financial Advice

The experience with this company is top drawer. Trust and honesty is key with your finances and the company helps in all aspects of the different processes and transparency is 100%. Listening to your needs is also important and they understand that my needs change as I get older and my family needs changes. I thoroughly recommend Ambient for your wealth management.

2 de fevereiro de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Fantastic

When we moved abroad we were very skeptical about organising financial affairs, we simply did not know who to trust. We spoke to many financial advisers across Europe who didn’t have the personal touch we wanted from someone who’ll be next to us for decades to come.
We were eventually recommended to contact Josh Williams. We had several conversations, where Josh collected information in order to guide us on what we could and couldn’t do. He performed his analysis on our situation and recommended his solutions. We now have a clear picture of our future, and are organised correctly for tax reasons, with investment growth being very good also!
Josh has always listened and acted upon our needs. I would not hesitate in recommending Josh to anyone in a similar position.

2 de fevereiro de 2024
Opinião espontânea

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