I have invested a substantial amount of money through products introduced by The Wealth Advisory, in a range of investments, including some which are very innovative and have never been discussed by other companies I have dealt with. I have always found the firm to be extremely professional and have made significant returns on my money. Throughout, my dealings have mainly been with David Martin, who is always very knowledgeable and enthusiastic, but at the same time, shows a genuine understanding for the investments and whether they are suitable for my circumstances. This has often led him to advise me against investing in certain products. As a result, I have a great deal of trust in David and I would have no hesitation in recommending him and The Wealth Advisory to anyone seeking to invest their money successfully and without undue risk.
I feel that David has my interests truly as a priority, and his actions lead me to believe that he is looking after my investments as a long term thing and not just for a short term commission. I have trust issues with ‘investment introducers’, but I feel David has managed to get my respect and trust, which has taken a lot of time, and he’s always there to take my calls, whether it be late at night or weekends.
3 years into the relationship with the Wealth Advisory and the commitment to understand our families individual finance goals grows from strength to strength.
It is a pleasure to invest with David and his team, always a good conversation, some great social events and importantly the investment plans are working.