Ambleside Wealth Advisers

Nicole has been a great help giving my fiancé and I an idea on some potential directions we could go in with our finances. She took the time to find out our current circumstances, where we would like to be, and what our knowledge of finance is like.Will absolutely be back to get some more advice soon, thanks Nicole!

Thanks to James for providing us with obligation free advice on our first visit. Extremely helpful, relaxed and very good at explaining financial matters in laypersons terms. Highly recommended

James provided a detailed assessment of my personal situation and offered multiple paths forward.He had detailed breakdowns for superannuation, property and shares, with appropriate personal insurance as needed.My partner and I couldn’t be more pleased with the service we received.

James and the team at Ambleside delivered a fantastic service. Welcoming, approachable and focused not only on providing quality advice, but also ensuring the client understands the fundamentals of their plan to allow them to be an active participant in the process. The team at Ambleside take great lengths to understand their clients, and to help them understand and pursue their true financial goals. At no point did I feel pressured or obliged to proceed with any of their services, however I am incredibly grateful that I did!

I highly recommend James and the team at Ambleside. Their professionalism is second to none. Everything is explained to you every step of the way, you’re never made to feel silly if you don’t understand something.If you’re after a financial advisor that has your best interests at heart, then James and the team at Ambleside are the right fit for you!

Ambleside you guys are awesome. I had been to other Wealth advisors in the past and walked out more confused than when I walked in but that was not the case here, they had so much time for me and all my questions, very knowledgeable, and they create a very welcoming nurturing atmosphere. Overall a great experience!

James was an incredible help to us when starting our first home owners journey! Answering all our questions and helping steer us in the right direction for the future. The south west is so fortunate to have someone with his knowledge and expertise!

We have been using Ambleside Wealth Advisors for the past 12 months to assist us with future proofing our financial security, estate planning, personal insurances and superannuation analysis.The service that James and the team provides is extremely thorough, and tailored to our individual circumstances.All alternatives for investing were discussed in detail with a non-biased and informative approach to the financial plans that best suited our goals.I would definitely recommend Ambleside to anyone looking for wealth creation, retirement planning and any other services that they offer, as they are extremely open and professional in everything they do.

James and his Staff are very knowledgeable and across all aspects of Financial Advice. They are also extremely friendly and happy to assist in any way they can. I highly recommend Ambleside Wealth Advisors to anyone requiring Financial Assistance.

Ambleside Wealth Management" is housed in a historic building conveniently situated with parking spaces at the rear. The interior is comfortably furnished