Testimonials

What they say
About us

Read some of the many kind words our clients have said about our team, our service and our website

  • R & J Wilkins

    We have been clients of Andrew and Russell for many years and have watched this Company grow from strength to strength.

    Provide a prompt friendly service

    Match the needs of the client with their extensive knowledge and experience of the finance industry which has meant that our retirement plans laid down all those years ago, have become achievable.

    They are diligent on how they conduct themselves and provide the best advice and judgement

    Recommend them definitely YES

  • Alison R.

    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!

  • Ross Moden

    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.

  • I. Houston

    Highly professional service. Tony Palmer has been our Financial Adviser for 20 years and we trust his advice. He always responds quickly to queries either by telephone or email. I have recommended him with confidence to friends and family.

  • S.Essam

    Having been with St Edmundsbury Wealth for a number of years, we have always found them to be very friendly, courteous and willing to help with any queries we may have. Also, we appreciate our twice yearly meetings when we run through our investments and discuss any changes. The overall opinion we have is they are very professional but in a relaxed way.

  • S.W

    Andrew, thank you so much for all your help and guidance over the past 10 months in all of my mothers affairs. There will be lots more thanks to come with future speedy genius, i have no doubt.

  • Emma

    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???

  • Di and Mi

    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.

  • Robert 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.

  • Janet C.

    Dear Chris

    Again many thanks for everything and the recommendation. I'm really pleased with how its all going and I really appreciate your help and advice.

    Have a lovely Christmas and New Year - lets hope 2021s a better one!

    Warm regards

  • T and J Roper

    All seems to be in order, in fact the investments have done better than we envisaged in the current climate. Many thanks for all your financial management advice.