What our clients say about us...
At Accumulate Wealth Management Group 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 Group Ltd 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
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
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 Management Group Ltd 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 Group Ltd 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