WealthBuilders Together レビュー 335

WealthBuilders helped me transfer my SIPP into a SSAS (in conjunction with Empowered Pensions), providing excellent advice along the way! I have liaised closely with Paul (Brooks) throughout this journey and highly recommend other people to do the same. As far as I am concerned WealthBuilders is the best organisation in the UK to work with in this area - you will never meet a team that is more experienced and more passionate about your pension!

I was referred to WealthBuilders by a colleague who had worked with them on his SSAS. I knew I wanted a SSAS pension but I wasn't sure where to start. WealthBuilders guided me through the whole process and the online training modules were superb. Any questions I had were answered quickly and explained fully. The 1-2-1 sessions are really valuable and help me to make the best use of my SSAS. I highly recommend the whole team at WealthBuilders, with a special shout out to Garry Whelan who's been fantastic!

My wife, Michelle, and I joined WealthBuilders in July.
They had been recommended by a work colleague. So we attended an online session hosted by WealthBuilders which explained their ethos and goals.
We were immediately surprised and impressed by everyone who was part of the session: their openness, friendliness, obvious integrity and motivation for being part of the organisation. It seemed that everyone had an altruistic reason for building personal wealth and the freedom that affords. They were not merely in it "for the money" but for the time money releases to pursue other interests and "giving back" to family, community, society or the world in some way. We were very, very impressed and decided to sign up immediately.
Since then we have had our eyes opened to so much that we had previously been oblivious to or were putting off until later.
There has been so much to learn - and we are not there yet by any means - but there have been some immediate benefits which are positioning us well for the future - both personally and for our business. A change of accountants is proving to be a real boon in terms of time, advice, and practical knowledge (and a saving in cost over the previous accountants: "more for less" as it were).
We now have an IFA who is helping with pensions and life cover.
Being part of WealthBuilders gives us access to monthly sessions with a personal "wealth coach" - who is a guide and an encourager on our journey.
We are thinking about our futures, and those of our children and grand-children. It turns out there are many ways in which we can prepare for their futures. Money and resources which would otherwise be lost or substantially reduced can be legally ring-fenced so that we can leave a legacy that we can be proud of.
None of which we thought was possible until the people and resources in WealthBuilders educated us to understand.
We can honestly say that joining WealthBuilders is the best thing we have done in many a year.
Thank you WealthBuilders!

If you are looking for highly professional, trustworthy Wealth advice service, which is full of integrity and with your best interests at heart....then look no further than Wealthbuilders
I would highly recommend.

The WealthBuilders Academy is a treasure trove of insight and information along with a step by step process to follow. Kevin and Chris are exceptional guides to the process.

I particularly enjoy being part of the WealthBuilders community of people who share similar values. It's made all the difference.

Having known Kevin and Christian now for many years I can truly say they are consistent, genuine, honest, insightful value givers who operate with a level of integrity rarely seen. If your looking to make a change you should take a closer look and see if you’re values align.
Keith Wotton
PS Keep up the good work gents

Having listened to WealthBuilders podcasts for a few months I decided to take action and review my 'foundations' and 'roof. I had always though I was on top of my bills and costs changing insurance providers regularly. However one thing I hadn't done was review my life cover vs what was actually needed. My wife and my life cover was a decreasing policy on our old house, we took out more appropriate cover (over 2.5x more) and still saved money! Some valuable free advice :) Thank you Dom

I am a new member of Wealth Builders Academy and the reason I joined the group is because it is really hard to find people in this world who I can trust. Since I have been with Wealth Builders I find that I can trust them. They are sincere, genuine, helpful and I can get advice from those who have my best interest at heart. Kevin and Christian goes above and beyond what I expected of them.

My wife and I have been members of the WealthBuilders Academy programme for 9 months now and it has transformed our lives regarding wealth. In that period we have completed our roof, bought 1 HMO and are searching for our second now.
We are building two businesses and made some great friends along the way. We had no idea how to become financially independent at the start of the programme but are now 100% certain we will reach financial independence within 5 years. We cannot recommend this course enough to people looking for greater freedom in their lives, it is superb value for money.

I have worked with WealthBuilders and specifically Paul Brooks for over 2 years now on my SSAS journey. My case was fairly complex and Paul guided and supported me every step of the way. From looking into creating a wider family trust, helping me to build business plans for the SSAS which has really helped to give me a clear vision and being available to bounce questions off, i've really enjoyed working with the team. Thanks!

Hi I thank Gary Whelan for helping me navigating the loan back from my SSAS.

Very knowledgable group, give support as needed and don't overload you with things you don't need.

Thanks Chris and Kevin for this. Carol's why is so heart felt and really enjoyed her testimony(is the best word I can find). This makes me really feel that I can achieve what I ahve been hoping for years. It's big and still wonder how I am going to achieve it. But my faith keeps me grounded. I am really impressed by wealthbuilders. There are so many money focussed businesses that it takes a lot to wade through and find ones with hearts. Thanks again wealthbuilders.

Kevin and Chris have put together an awesome programme about wealth building, not just in the financial aspect (though that's the primary goal) but holistically. The programme is curated by experts who just don't talk the talk but have actually walked the walk and still live and breath it every day with passion. The content is "hand held" step by step guidance and support starting primarily with ones mindset which can be so limiting for so many of us. The ethos of the founders propagates through the wealth builders community, where people are supportive and collaborative. Having joined wealth builders hasn't just had a positive financial effect on our lives but also made us think deeper about the wider impact on our family and the community we live in.

We are business owners who approached Kevin for business mentoring in 2020 and then joined the Wealthbuilders Academy/7 Steps to Wealth programme.

We have found the expertise and the support in the community, led by Kevin and Christian, and through monthly mentor meetings and buddy groups, and of course their well structured course, to be overwhelmingly positive and inspirational. It has transformed our minset with regards to our future and opened our eyes to the many pillars in which we should be investing, rather than relying on our business.

We have taken the first steps towards building financial security and a legacy by setting up a SSAS (through WB), and are looking at other strategies and pillars to achieve financial sercurity in the next 3-5 years. We would not have started on this journey without being members of WealthBuilders.

We really value and trust the relationships within the community. The You Tube videos can come across quite 'slick' but once we got involved soon found that Kevin and Christian are very down to Earth and have every members best interests at heart.

Kevin and Chris have put together a phenomenal programme full of content, community, network, support, knowledge and deep dive specialisms across all the pillars of wealth . The calibre of the community offering support and examples of success will allow you to join the jet stream to success.

I write this review after nearly 1 year into the Wealth Builders academy. If you’re thinking of joining Wealth Builders to focus on the business pillar, then don’t unless it’s a property-related business. WB focuses mostly on pension, SSAS, stocks, IP, and property as vehicles of generating wealth.

I was bitterly disappointed that I wasted my money and time on something where I did not get any value to focus on the business pillar. 70-80% of the course is a repeat and replay of the freely available podcast. My property knowledge comes from books and online courses so I didn’t feel the need to pay Wealth Builders to teach me freely available information on property.

Wealth Builders did try to help me with my business pillar but they fell short of it as they have no expertise in business unless it’s property-related. If you’re looking to be handheld to kick start your property business, then they’re the right people for you but again this information is freely available if you know where to look.

I’m putting this review as this is something I wished someone told me before I made the mistake of thinking they could help me with my business pillar.

I first came across Kevin Wheelan at a SSAS conference in 2019. I spoke to him and Garry several times before making a decision regarding my SSAS and I never felt like they were trying to coerce me into using their services. Kevin also introduced me to the Wealthbuilders Academy which has been a significant step in my wealthbuilding journey. I have found a community of like minded people willing to offer help and advise to each other in our journeys. I found support from the team including Christian and Richiko invaluable - willing to help provide information,feedback and help as much as they can. The content of the Wealthbuilder Academy modules I think are foundational for anyone looking to seriously step into financial freedom and I definitely recommend them to anyone looking to be financially secure and independent.

Wealth Builders is the right partner in building your personal and pension wealth. the team at wealth builders are focused on providing in depth education around wealth building and the tools to measure and maintain too. they are supportive and also very keen to understand your needs and support the growth of your portfolio with the backing knowledge of how.

The strategy sessions with Paul Brooks have been without doubt, invaluable in setting me off on my SSAS pension journey. The knowledge and clarity I gained in the lead up to my SSAS pension being approved by HMRC, helped enormously in formulating my investment plans.

Transferring my corporate pension into a SSAS has been one of the most empowering decisions I have made. I would not have made the same progress within such short a timescale, without the guidance and support from WealthBuilders and highly recommend the expertise of their team.