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Wealth Protection Event

We have a very special event coming up on 30th March 2017. Our exclusive Wealth Protection Event is for our clients and Professional Network members and will be held at Weston Park in Shifnal, Shropshire.

There will be two presentations, one by David Swanwick of Dimensional Fund Advisors about The Principles of Successful Investing, and one by Phil Oakley of Outserve Ltd about How to protect Yourself from Cyber Crime – both extremely important topics for anyone who wants to protect their wealth.

For details, just click on the video above.

To book, email reception@donaldwm.co.uk

Our Second Opinion Service: Video

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.

What is Wealth Management?: Video

This video describes our wealth management process and how we can help clients. We look at our Wealth Management Formula and our Consultative Process. If you would like further details about our service please call the office on 0121 308 8034 or contact us here.

Our Professional Network: Video

In this video, Jamie Donald gives an overview of the Donald Wealth Management Professional Network and how it can help busy business owners, particularly those who are looking to sell their business.

Jamie explains that it is crucial for business owners to have the right team of experts around them providing coordinated advice to deliver all their wealth management needs. Donald Wealth Management has spent the last few years building its professional network, which is a team of experts operating in all areas of business support. The professional network includes marketing, design, accountancy, tax and legal experts. One of Donald Wealth Management’s key roles is to introduce the client to the expert at the right time and then to ensure that all the experts are pulling in the same direction to meet the individual client’s needs.

For more information about Donald Wealth Management’s professional Network, please call us on 0121 3088034 or contact us here.

Our Investment Process Explained: Video

This video gives you an overview of our investment process, i.e. how we invest our clients’ monies. It details the approach we have adopted for our clients and and explains why we have chosen this route. We hope it proves useful as you start your journey learning about the different types of investment options that are available to you. Please seek professional advice before making any investment or financial transaction.

If you would like a second opinion on your current investment strategy, please feel free to contact our office on 0121 3088034 or contact us here.