Concierge Wealth Management Limited

This company is amazing. We have used them for more than 15 years and have found them to be professional in every area. They have advised us on many different aspects of finance and other issues and we have never been disappointed by the outcome. Over the years we have established a great relationship with the team and cannot thank them enough for the wonderful lifestyle we have now which we consider is down to their sound advice. Many thanks Val and John Dray
Apr 27th, 2020

I have been with Concierge Wealth Management for the best part of 12 years and have always been more than pleased with how they have looked after my SIPP Pension and ISAs during this time. Adam and Tracey have always been there for me and I have always felt that I am a very important and valued client rather than just one of a number. Adam is extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice implicitly and without any cause for concern whatsoever. Thank you Adam, thank you Tracey for looking after me so well.
Mar 28th, 2020

I have been with Concierge Wealth Management for 12 years & have been so impressed not only with the friendly personnel service from Adam, Tracey & staff but the brilliant professional help in dealing with my pension, mortgage & investments. Would highly recommended Concierge Wealth Management. Phil Bonetti.
Feb 26th, 2020

We have been using the services of Concierge Wealth Management for approximately 10 years now. They are a fantastic team that have nurtured us through both our personal and business finances. We have always felt that they take on board our individual needs and create a bespoke package for us and not just a ready made 'off the shelf deal'. We would highly recommend them.
Feb 22nd, 2020

Having used Concierge Wealth Management over the last 5 years, the team are always friendly, very knowledgeable and caring who always go the extra mile. They always keep me up to date at every step of the way & always very responsive with any questions I have. I would highly recommend!
Sep 14th, 2019