Testimonials

Financial advice for customers in Stafford

For all your financial and wealth management queries, get in touch with Friendly Wealth Management today.
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Testimonials

Friendly Wealth is a fantastic company

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"Friendly Wealth is a very professional company. We have been looked after by Martin from start to finish. Martin's attitude, skill and knowledge has been exemplary. We felt comfortable, we were listened to and every step was explained to us. The administrative staff also gave us excellent service. We would highly recommend Friendly Wealth to anyone who needed advice and support on investments etc. We feel safe and secure in their capable hands. Thank you".

- YvonneS-102
Fantastic pension planning and advice

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"Having changed jobs numerous times over the past 38 years and also having worked for several companies who had changed ownership during that time, my pension portfolio was extremely complex and its true value unclear. 

Keith Bathew worked with both me and my wife over several weeks to review and understand our pension situation and supported us in planning for a realistic and economically sensible retirement date. Keith explained clearly the options open to us and supported us in making the best choices for our individual situation, which concluded with consolidation of almost all of our various pension pots onto a single and understandable platform. This was done only where it was in our best interest to do so with future investment choices made taking into account our personal attitude to risk. 

We have quickly gone from having no real idea of how or when we might retire to now having a realistic plan in place to take us to a happy and comfortable retirement. Wonderful !!".

- DavidT-912
Friendly straightforward advice

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"Friendly Wealth Management have provided me with straight forward easy to understand advice regarding my future financial planning.
The team have supported me to consolidate my pensions and have given me clear advice on which to base my decisions."

- DerrickJ-10
Glod

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"Good service provided".

- BrianB-232
Excellent and I felt my hand was being held through the process

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"After review of my finances, Martin Migowski's explanation of their recommendations for changes to my investments was extremely clear and thorough. After accepting the advice, the FWM service was quick and efficient and advice was always immediately to hand from Martin or Emily. The transfer of funds was smooth and speedy. I would certainly recommend FWM".

- KathrynS-68
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Contact the experts at Friendly Wealth Management in Stafford for
all kinds of financial advice. Call us on
01785 257 257

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