With Donald Wealth Management you’ll experience true wealth management. Your finances are all connected, so we look at your life from all angles.

We Consider Every Connection. Identify Every Broken Link. And Fill in Every Gap.

Successful wealth management means looking beyond the here and now. That’s why we take a wide-angled approach to your wealth. True wealth management involves not only investment consulting, but advanced planning and relationship management too. We consider your big picture financial goals. Wealth enhancement, wealth transfer, wealth protection, charitable planning and wealth coordination all form part of our award-winning service to you. And ensures your current and long-term financial success.
Past performance is not indicative of future results and no representation is made that the stated results will be replicated. The value of an investment is not guaranteed and on encashment you may not get back the full amount invested.

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FREE SECOND OPINION CONSULTATION

Consultative Process

Discover our Difference

During your Discovery Meeting we’ll chat about your goals, your values and your future ambitions.
We’ll identify any gaps in your current finances and suggest ways you can close them.
And we’ll catch up with you a second time for a Strategy Plan Meeting.
As we only take on a limited number of clients, we need to feel we can make a significant difference to your finances.
If we do, we’ll invite you to join the Donald Wealth Management family.
If you’re looking for quality guidance with your wealth, or wondering if there is a wealth manager better suited to organise your particular financial situation,
why not get a second opinion on your finances and book your complimentary Discovery Meeting today?

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N.B. Clients have the right to refer any complaints regarding our service to the Financial Ombudsman Service, free of charge, at The Financial Ombudsman Service Exchange Tower, London E14 9SR, or by going to their website www.financial-ombudsman.org.uk.

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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