See What Our Clients Say About Us

 

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

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.

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

Robert R.

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.
 

Di and Mi

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???

Emma

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