Dear Simon

I hope you are well. I have received my portfolio report I have to say it has performed well in these unprecedented times.

Your choice of portfolio was spot on and i feel that you have given me a first class service . I have now retired but at the moment

i have no need for a draw down ,i will not need a one to one this year as i am more than happy with the way things are.

Ross M.

Russell has been managing my pension fund for over 10 years and during this time has achieved some truly excellent results.  His advice is always honest and measured and I have recommended him to friends without hesitation.   I find the yearly review process very helpful, to take stock of where I am, and what Id like to achieve.  St Edmundsbury Wealth Management are professional as well as very approachable and Im extremely happy client!

St Edmundsbury Wealth Management have proven to be the perfect choice of company to place my private pension fund with.

In particular Russell Green has been professional, supporting and conscientious. I really could not have wished for a better person to be in charge of my financial future.

I highly recommend this company above all others to organise your finances.

Robert R.
Norfolk

It was a pleasure speaking with you earlier albeit on zoom. Thank you and your team for your help and support during what has become a very difficult trading environment.
Di and I wish you all every success and health for the future.
 

Thanks for your reports the results of which are excellent.
Thanks for your sound advice we are very grateful.

We were delighted when it became apparent that Graham Austin would be able to continue as our financial adviser upon his and our move to St.Edmundsbury. His clear and helpful analysis of the financial climate, his lucid explanations for invetsment decisions, his tailoring of his advice to our personal circumstances and his looking at our requirements with a holistic approach have been very helpful.

Combine this with being a very pleasent person to deal with; the knowledge that Graham would be available between client visits should the need arise is very reassuring.

Graham was financial adviser to my parents for many years and managed our financial affairs with great sensitivity and clarity after the sudden loss of our mother. My sister and i have continued to consult him as a trusted adviser since then. He has given generously of his time and offered guidence to us over our various financial matters. Our meetings are always reassuring!

No question is unimportant to Graham, no matter how trivial. He deals with every query promptly, throughly and helpfully. He will even travel 30 miles for a personal visit, no matter how small an investor you are.

I have always found Graham knowledgeable and very courteous. A very pleasent person to deal with. He is always most understanding and i look forward to his visits.

As the only SOLLA registered and acredited advisor in my home town, Graham Austin offers service no other F.I.A's can and I am exceptionally pleased to have the recieved benefit of his knowledge and vast experience.

I have always found Graham knowledgeable and courteous. A very pleasant person to deal with. He is always most understanding, I look forward his visits.

We have been clients of Andrew and Russell for many years and have watched this Company grow from strength to strength.

Their USPs:-

Provide a prompt friendly service

Match the needs of the client with their extensive knowledge and experience of the finance industry which has meant that our retirement plans laid down all those years ago, have become achievable.

They are diligent on how they conduct themselves and provide the best advice and judgement

Recommend them definitely YES

Having been with St Edmundsbury Wealth for a number of years, we have always found them to be very friendly, courteous and willing to help with any queries we may have. Also, we appreciate our twice yearly meetings when we run through our investments and discuss any changes. The overall opinion we have is they are very professional but in a relaxed way.

Andrew, thank you so much for all your help and guidance over the past 10 months in all of my mothers affairs. There will be lots more thanks to come with future speedy genius, i have no doubt.

I would just like to say thank YOU very much for your advice!  Paying and topping up into my pension saved me quite a bit. Why did I not listen to you for prior years???