Monitor your investments on the Old Mutual Wealth platform.
Client Testimonials
We have always found him to be polite and conscientious and willing to take time to discuss all the relevant points and the merits of each option being considered. We look forward to receiving his advice for many years to come.
Mr & Mrs L of Shropshire
I will continue to recommend you to friends, colleagues and business partners
Alyson, Shropshire
From the outset, we experienced professionalism and - just as importantly - genuine care
Peter & Sue, Shropshire
We look forward to using your services again in the future and will definitely be recommending you
Grace & Rob, Shropshire
We have benefitted from your financial advice for the past 15 years. During this time we have been provided with sound financial advice that has seen our investments perform very well indeed.
Mr & Mrs L of Pontesbury
I should also like to thank you for your excellent service and advice - absolutely first class.....
Mrs L, Shrewsbury
the service you provided was faultless. Will get in touch soon
Gita, Shrewsbury
GOLD STAR FOR CUSTOMER SERVICE!
Mrs S, Shropshire
we received a professional service from the whole team. They took the time to understand our circumstances, which were challenging, and found us a product which ticked all our boxes within our timeframes. We wouldn't have been able to find such a good deal independently.
Kevin & Michelle, Shropshire
We will never forget your kindness and we shall always be grateful
Mr & Mrs Lewis, Shropshire
people who do such things show they care about the individual rather than look at them as a business deal. I wish you continued success for your business and l will certainly recommend you to family and friends