Testimonials

“In a world of financial instability and uncertainty there has never been such a need for us all to have access to sound financial advice, direction and planning. Throughout the UK there are few places where clients can find such support - but I am delighted to say that I can point to one - Wagstaffs Wealth Management. With the right ethic and attitude, here I have found a team of nice people putting service to their clients first and not products. In my view we are all going to need the professionalism of financial planners, so we are all going to need the services of firms like Wagstaffs.”

Justin Urquhart Stewart (Marketing Director) Seven Investment Management

“Since forming our software company in 2003 for specialist applications related to the oil industry, we have engaged Wagstaffs to fulfil our insurance and investment requirements: pensions, key man insurance for the company's benefit, life insurance for employee benefit, etc. On all counts, we have been very satisfied with the professional service in terms of quality of advice, timeliness in completing the necessary cover, and prompt follow-up to any of our enquiries. When we found ourselves in the unfortunate circumstances of losing one of our founding partners in an accident, the sensitivity and efficiency with which this was handled for the company and our partner's widow was first class. We recommend Wagstaffs' excellent service without reservation.”

Shaun Haydon; Maron Systems (Oil Accounting and Shipping Management)

"Wagstaffs have been looking after by tax and investments affairs for about 5 years. I can say that they are a very well informed and professional organisation. Their investment advice has been excellent even during the recession! They are also very nice people and a joy to work with"

Dr Mike Tyers

“My family have been clients of Wagstaffs for many years. We have always found the service they have provided to be first class. We have had visits from a Chartered Financial Planner at home, which has been very convenient for us. He has been extremely helpful and always keen to answer our questions. We have also visited Wagstaffs at their premises and have been very impressed by their professionalism.”

Mrs & Miss Downing

 

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Wagstaffs Wealth Management Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 116384