See What Our Clients Say About Us

 

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!

Alison R.

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.

Ross Moden

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

R & J Wilkins

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.

S.Essam

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.

S.W

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