This video takes a look at the Donald Wealth Management Second Opinion Service, why we offer one and what it’s all about.
With complexity and uncertainty in the financial markets, many investors are considering switching their financial adviser. But many investors are unsure how to go about it and to find the right adviser for them. The Second Opinion Service has been developed to help investors make informed decisions. Taking investors through the start of our wealth management process reveals any gaps in the investor’s current service and lays the foundations of a strategy to help investors reach their goals. Recommendations are then made about the way forward with the investor’s existing adviser or with Donald Wealth Management. Crucially, the initial discovery meeting is held entirely at our cost and there is absolutely no further obligation.
For more information about our Second Opinion Service, please feel free to call us on 0121 3088034 or contact us here.