When you become a client at Donald Wealth Management, we look after you as we would a member of our own family. It’s who we are. It’s in our genes.

It’s a Family Thing

As a family firm, we understand your instinctive need to protect and preserve. It’s only natural that you want to make sure what you’ve worked hard for works hard for you, allows you to enjoy your life and benefits those you love.
As one of the leading wealth management specialists in the West Midlands, we have decades of experience supporting and advising clients just like you.
Call us on 0121 308 8034 to arrange your complimentary second opinion and start your wealth management journey with us today.

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Meet Jamie Donald

Meet Jamie Donald

“Helping you take care

of the people you love.”

We use a comprehensive process to help our clients address each of their five key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.
I’d be happy to meet with you for what we call our Discovery Meeting. We’ll look at where you are and where you’d like to be and identify any gaps. We only take on a limited number of clients for whom we can have a significant impact, but if we’re the right team for you, we’ll let you know. If we’re not, we’ll refer you to someone else who can take great care of you. It takes about 90 minutes.
Schedule your Discovery Meeting here

Why Donald Wealth Management

Wide-angled Wealth Management

Personal

With Donald Wealth Management, you’ll experience a truly personal approach. You’ll always deal with the Donalds and not changeable advisors. Getting to know you well is a key part of our award-winning strategy; this allows us to completely understand where you are now and where it is you want to go.

Panoptic

At Donald Wealth Management we offer you true wealth management. Your advice will always be panoramic. We don’t simply focus on investments and a snap shot of the here and now; we look at your life from all angles, consider all connections and fill in all the gaps.

Private

You can feel confident we are the right fit for you and we will have a substantial impact on your future finances, with our exclusive approach. We only take on a small, select number of successful clients who we know we can add significant value to. Our exclusivity also means you will always benefit from the time and energy you deserve.

Multi-Award Winning Wealth Management

New Model Adviser 2015
the wealth net award logo
Moneyfacts award
The Aberdeen awards logo

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