Donald Wealth Management
Financial security. Income to fund the lifestyle you’ve worked hard for. Creating a legacy for your family. When you’ve spent your life building something valuable, it’s only natural that your thoughts should turn to protection and peace of mind. We work with successful individuals and their families to provide the reassurance that comes with expert advice and a long-term relationship.
WE WORK WITH you and your family to help you live the life you want and to manage the financial aspects of your lifestyle expectations. Wealth management can be separated into two areas: financial planning and investment consulting. They are separate but complementary disciplines, equally important in successful wealth management. Our expertise is being able to find the right balance, ensuring your financial plan is underpinned by a resilient and credible approach to investing your wealth. HELPING YOU WITH your life journey. We’re one of the leading wealth management and investment specialists in the West Midlands. We’ll work with you to meet the challenges and decisions you face in organising and protecting your wealth, and we’ll make sure you enjoy a future completely free from financial worry. Our starting point is your goals and the lifestyle you’re looking for. Understanding this completely allows us to build a detailed, comprehensive and disciplined plan to get you where you want to be. And, while you’re at the centre of what we do, it’s important that we also include the aspirations and needs of the generations before and after you. We aim to provide reassuring direction and guidance to secure the financial future for you and your family. We’ll organise and manage your wealth, enabling you all to enjoy life while feeling confident about what lies ahead. Our support will be attentive and discreet, based on clear service standards and a dedication to making plans a reality. We’re here for you, for the long term. Complaints Clients are at the heart of our business and delivering an outstanding service at all times is what we strive to do. However, we recognise that from time to time our clients may have cause to make a complaint. We are committed to dealing with complaints effectively and fairly in accordance with the Financial Conduct Authority’s complaint handling rules and guidance. If clients have a cause to complain, a dedicated team focused on ensuring that the clients are treated fairly during the process will deal with the complaints. If our clients are not satisfied with the outcome of their complaint, they will have the right to refer it to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.
Address: Stable End, Heather Court Gardens, Four Oaks, West Midlands B74 2ST, UK
Phone: +44 121 308 8034
FAX: +44 121 308 8724
