Please read our case study below

Maureen’s Story

Maureen

After the death of Maureen’s husband, we provided reassurance and peace of mind that she had enough capital for her own needs for the rest of her life. Her husband had managed the household budget, so the first step was setting everything out in a clear fashion. It was important that Maureen understood what she had and what she would need in the future to maintain and protect her lifestyle. We established exactly what income she needed and discussed the financial situations that might arise in the years to come, including the possibility of any care that Maureen might need.

Once Maureen was reassured that everything would be OK financially, she felt more comfortable looking at the wealth transfer strategies that would help reduce inheritance tax on her estate.

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Managing Family Wealth

We reviewed the existing estate planning and ensured both her wishes and those of her late husband could be met from the capital, protecting and preserving it for her lifetime and also future generations. We made sure that the capital was invested tax-­efficiently to enhance returns and to provide a suitable net spendable income. With a careful eye on Maureen’s family, we also invested for growth over the longer term, with a view to enhancing the estate for future generations.

While Maureen’s retirement will not be the same after the death of her husband, she has the peace of mind that comes with no financial worries and the knowledge that her children will benefit from their estate on her death. Maureen is able to enjoy her retirement to the fullest, enjoying trips away with grandchildren to Lapland, Euro Disney and other exotic destinations.

“Jamie has a very refreshing approach to financial planning. His firm is very professional and puts a great emphasis on understanding the client’s personal circumstances which is vital in the financial planning industry. I have no hesitation in recommending Jamie to clients.”

Stephanie Churchill, Director & Owner, Churchill Taxation

“Jamie and the team at Donald Wealth Management have provided me with financial peace of mind. They spent considerable time getting to know exactly what I wanted to achieve both now and in the future and then presented me with an easy to understand strategy plan that allows me to see how I accomplish all of my goals. Their expert advice has allowed me to stop worrying about my finances and make smarter decisions with my investments. I feel very confident that my financial position is being well looked after.”

Martyn Baylay, Captain, Ryanair

“Jamie is one of the leading financial planning experts in the UK, providing insightful and empowering financial planning and investment advice to his clients. He has been am excellent client of mine for several years, taking ideas on board and following through their implementation with ruthless efficiency and enthusiasm. He is innovative, thinks broadly but with a good eye for detail, is personable and a delight to work with.”

Tim Hale, Managing Director, Albion Strategic Consulting

“There are a few things I look for in an IFA / Wealth Manager – professional independence and integrity; project management skills; efficiency and humour / personality. Jamie has these qualities in vast amounts and his willingness to listen, learn and action what is required to grow his business sets him completely apart from the competition who are fighting yesterday’s battles using an old set of marketing tools. I look forward to working with Jamie to make him and Donald Wealth Management the success he deserves it to be.”

Stuart Walton, Director, Conspicuous CBM

“I have personally used Jamie and found his approach to be calming, practical and efficient. I have built my professional relationship with Jamie since that time and would not hesitate to refer my high net worth clients to him for expert, discreet and reliable advice. I have introduced him to colleagues who will also now refer work to Jamie and build their own links with his company. I will continue to use Jamie for my own personal circumstances, which I believe to be the best endorsement a person can give.”

Michelle S. Dean, Director, HCB Solicitors

“I first met Jamie at a BforB networking event earlier this year , Jamie was presenting to the room of business people about his company- Donald Asset Management. He has a wealth of knowledge and is very experienced in his field. I knew immediately that he was a very personable and extra kind person. He showed an interest in my journey with the County Air Ambulance Trust and in a short time he offered his assistance to help raise awareness of the charity. In my opinion Jamie has gone the extra mile in supporting me personally and the HELP Appeal. I am really looking forward to working with Jamie and continuing to make a difference to the charity and the patients it may benefit. Thank you Jamie.”

Lesley Knight, Fundraising Executive, County Air Ambulance Trust

“To say that we are happy with your forecast is an understatement; I am for once at a loss for words. Your companies handling of our investments have been astonishing and is a fine testament to your expertise, particularly as the wolrd’s financial institutions have been through a real roller coaster of a ride during the last few years.”

Brian and Christine Dean

“Dear Ian and Jamie, thank you for seeing me on monday afternoon. I would like to thank you both for looking after me. It is so much appreciated you give me peace of mind which to me is a miricle. Thank you.”

Christine Spencer

Multi-Award Winning Wealth Management

New Model Adviser 2015

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