What our clients say about us...

Testimonials

At AccumulateWealth Management Ltd we pride ourselves on ensuring our clients are 100% happy with the services we provide. Below you can read a selection of testimonials from a range of customers, individuals and corporate clients, who have benefitted from our honest and sound advice which is based on years of experience in the financial services sector.

A great deal of our business comes via word-of-mouth. Personal referrals are very important to us, however, if you don’t currently have a connection with us or our clients please read what they have to say below and then give us a call or send an email and let’s see how we can help you and make you as happy as these customers are…

We first approached Accumulate Wealth Management when we heard about the impending government changes to workplace pensions. Accumulate were enormously knowledgeable and professional in their approach. Our account manager took time to meet with all of our staff on a one to one basis, the feedback was great and I am pleased that we now have the best pension provision in place for our staff and for the organisation. I would highly recommend Accumulate Wealth Management to any business.

Darryl Brown – Chief Executive Officer Magpas

Working with David has been an absolute delight because of his real interest in the details of our personal situation, his responsiveness as things have changed, and his ability to spot issues and make suggestions that have increased the robustness and resilience of our planning for the future. David has taken the time to understand our views of risk and return and our appetite for risk and has been so much more than just a sounding board with pragmatic advice across some quite ‘interesting’ times. His dedication to a long-term relationship is so refreshing and coupled with his professionalism has enabled us to plan and invest with more confidence and conviction than in working with any other advisor I’ve ever met.

Charles, Suffolk

Having met Geoff some 10 years ago in his professional capacity, he has continued to be the family’s advisor. He has become a good friend in the process, and is always ready to assist.

H Wolf – London

Nigel has provided me with a highly professional and personalised face to face advice service since October 2009; from his time at Standard Life and lately with Accumulate Wealth Management. His recommendations have always been valued and appropriate, particularly when considered in the context of the turbulent investment markets. Over the years he has helped me plan my finances both prior to my retirement and during my retirement.

G Russell – London NW3

In the time that we have used the services of David Dunn we have been pleased with his advice and the way he has conducted himself as a professional. We have and will continue to recommend him to friends.

Ken E, Norfolk

Nigel Pink has has looked after my financial affairs very successfully for many years. I trust him and rely on him absolutely. He is sensitive to my situation and character, is highly efficient with a minimum of fuss and is extremely pleasant to deal with. I recommend him most warmly.

A Pope – London N8

I have been a client of David Dunn for about 10 years. Why? Because I trust him to work in my best interests. He is professional and diligent and above all honest. He knows the pensions business inside out and understands my investment objectives and attitude to risk. He never hard sells and always takes the trouble to explain the detail. He is also a very nice guy!

I Haig, Uxbridge

Geoff Airey has been providing financial advice to my wife and myself for the last 12 years. He developed an excellent comprehensive investment strategy for us as we reached retirement and consolidated various pension plans in line with this strategy. He is always available to provide guidance and deliver quality advice. He is willing to spend time to explain complex issues in a clear way and we have learnt to trust his judgement over many years. I would recommend him to anyone seeking a sound financial advisor.

J Barnes – Alton, Hampshire

Geoff Airey of Accumulate Wealth has advised me for many years on all my pension investments. In all this time he has always been available and ready to help with any questions, He believes, as I do, that business is best done on a face to face basis. I have always trusted his judgement and advice.

Noel West – East Sussex

My late husband and I knew Geoff Airey for some considerable time, during which he advised on pension planning and investments. I have continued to find his personal, yet highly professional approach very reassuring at all times. He delivers clear and comprehensive guidance on a wide range of complicated issues with the utmost integrity, and nothing is ever too much trouble for him. I would be very pleased to recommend Geoff and AWM to anyone who is looking for an exceptional IFA.

Mrs L Kitchin – Crowborough

The advice and strategy I have received from Geoff Airey over the last 12 years I have known him has been outstanding! My finances would not be what they are today without his advice and guidance. His advice has been invaluable. I highly recommend him to anyone looking for a financial adviser. He gives you 100% commitment, unsurpassed knowledge, integrity and advice that stands out from any other financial adviser I have ever met.

J Tan – London SW3

My wife and I have been clients of Geoff Airey for over 10 years. He has given excellent advice and help in managing our finances and retirement planning over this time and is readily available. His attitude is excellent and professional at all times and we would have no hesitation in recommending him to friends and family.

R Mason – London SE3

Geoff Airey has always provided a clear and comprehensive review of my pension portfolio and future options – he’s very patient and thorough, just what I need!

D Fisher – London W2

I have known Geoff professionally for over 15 years and during that time he has advised me on my personal financial planning as Director of my own company, followed by advising me after the sale of my company to maximise the financial outcome. More recently he has spent time with my wife and me discussing and advising us on longer term investments to ensure a sensible approach to our retirement plans .He is very approachable, listens to our requirements and responds quickly to any concerns or queries. We have trusted his advice for many years and would have no hesitation recommending him to other potential clients.

R Eighteen – Newcastle

Retirement Planning can be a complex matter, but Geoff Airey of Accumulate Wealth Management made the process much easier for me. He came up with a new product called a “Wrap Platform” which totally met my every need. It had flexibility, simple on line real time fund dealing capability, attractive charging structure, but most of all provided considerable benefits in the short term regarding Inheritance Tax benefits for my family should I die. It did this by giving me the flexibility to “Drawdown” and take Tax Free Cash on part of the pension, but still leave me the tax advantages of leaving a large proportion of the fund still intact inside it’s existing pension wrapper.

Alan Bate – Bishop’s Stortford

Geoff Airey has supported me over a number of years leading to my retirement this year. I have found his advice and help to be invaluable both in terms of investment decisions and guiding me the labyrinth of pension rules and regulations.

Mr C Gordon – Sevenoaks

I have known Geoff Airey for nearly fifteen years and can best sum up the experience in three words – Expertise, Trust and Service. He is always available to answer any queries quickly and as simply as possible and is generous with his time. I greatly value his experience and extensive knowledge, but above all, I trust Geoff in all the advice he has given and highly recommend him.

Mr B Wood – Portsmouth

I have dealt, over the years, with a number of advisors in relation to both my business and my personal finances and, without doubt, Geoff is the best of the lot. He has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in him and his professional abilities and I have always found his advice to be clear, relevant and prudent. I look forward to a long and fruitful relationship with Geoff and I have no hesitation in recommending him to others looking for trustworthy financial guidance.

Mr C Onley – Watford

As our Financial Adviser of over six years standing, Nigel has provided us with outstanding service in the management of our financial affairs. His diligence, attention to detail, continuous monitoring of the changing conditions in financial market conditions, and readiness to respond to our queries and needs as they arise could not be bettered. Nigel comes with the highest recommendation we could possibly give – a professional in his field of the highest order.

R & M Cusworth – Herts

Over the last couple of years David has provided some much need advice in a manner that has always been measured, thorough and, most importantly, understandable.

Mr S from Sussex

David has always provided excellent support and advice. I find that he can help with any financial matter and is a great source of advice. He listens carefully to what we need and responds with suitable ideas and suggestions. I also find that David is sensitive to changes in circumstances and has helped us as we have gone through some major upheaval in our personal arrangements. I would always recommend him to a fried that needs advice or help.

James C, Cambridgeshire

David has been involved with my financial matters for over 20 years, and has always demonstrated impeccable integrity, impartiality, trust and honesty. He is able to explain complex topics in a simple to understand and reassuring manner and as such I have recommended his services to both family and friends in the past.

A Williamson, Cambridgeshire

After past, and poor experiences with other financial advisors, I am pleased to confirm that overall I am delighted and impressed with the quality of service, advice and client consideration that I have received from David Dunn and Accumulate Wealth overall. At every step of our multi year relationship, I genuinely feel that the advice I have been given, has always been in my very best interests and completely aligned to our financial objectives. This is in complete contrast , to previous “advice” from other individuals and firms, where commission and ease of transaction were the drivers of choice, not what was right for me. If you are considering using these guys, I would be more than happy to talk you through my very positive experience.

M Newman

My wife and I need to rely on someone who is competent and whom we can fully trust, beyond any question, to look after our financial matters. This we have found, without question, with David Dunn. David often refers to what he would suggest to his own mum and dad which provides a vivid illustration of his integrity. We have been delighted with services David has provided for us.

R Clarke, Suffolk

Highly dissatisfied with the advice and service I had been receiving from various financial advisers I reluctantly agreed to meet David Dunn then a Private Client Manager at Standard Life. This subsequently proved to be one of the best financial decisions I have made. I now receive excellent all round tailored advice & guidance – delivered quickly & always with a personal touch. Importantly, the recent overall performance of my Pension Fund – despite challenging World markets has been outstanding – exactly in line with the bespoke highly professional personal service provided by Accumulate Wealth Management Ltd.

J Lyall, Norfolk

I have found AWM and David Dunn in particular to be highly professional and very responsive in all elements of financial advice.I would have no hesitation whatsoever in recommending David Dunn.

R Clegg, Bucks

Highly recommended. The advice from David Dunn is always prompt, professional and coupled with a hands on personal approach that makes you feel as if you are his only client, a rare gift.

M Mitchell, Essex

David is a consummate professional who finds out about you first and then tailors your needs around your circumstances. I would have no hesitation in recommending David and Accumulate Wealth to anyone.

B Lewellyn, Suffolk