Reassuring updates.

6th September 2019

Colin was first introduced to ‘my wealth’ in 2010, following his attendance at a financial education seminar at his place of work, BT. He met with an Adviser who reviewed his financial situation and discussed the options around managing his investments. Following this, Colin decided to entrust ‘my wealth’ to manage his savings.

He comments; “There was no pressure when I met with my Adviser. We discussed the options which were in my best interest and my Adviser was very helpful and informative.”

Now that Colin is retired, he is enjoying the freedom he has. He explains; “I’m always keeping myself busy, especially with all the charity work I’m involved with. As my money is being managed so well, I’m able to enjoy a healthy lifestyle which includes several holidays a year and I’ve been able to help my family out financially.”

As he is so happy with the service, Colin often tells his family, friends and ex-colleagues about it. He adds; “I cannot recommend the service enough! If I ever need any advice all I have to do is pick up the phone. The Client Services team are always quick to answer and are very helpful. I receive lots of updates in terms of what’s going on in the investment markets which is very reassuring.”