The business planning advice we received from Wealth Professional was instrumental in building the employee benefit package we have on offer today. The complexities of pension, financial protection and healthcare were made simple by Douglas and his team. The service we receive is superb, they understand our business and importantly trust has been established which for us is second to none.
Douglas also introduced us to the concept of SSAS pension and holding commercial property as an asset, his knowledge and experience in this specialism is tremendous, he really has was completely changed our focus and business planning as a result of this. We can’t recommend Wealth Professional highly enough, we feel very privileged to have them as a partner to our business.
Our Employee Benefit programme caters for over 15,000 staff across Workplace Pension, Private Medical Assurance, Group Life Assurance and a Final Salary pension arrangement. The knowledge and experience of Wealth Professional is very impressive, especially on the Final Salary pension as many advisers we have worked with previously had little knowledge of these arrangements and the challenges faced by a Final Salary Trustee Board. The cost savings identified by Wealth Professional were quite frankly immesurable to our overall business. We also offer a Salary Exchange programme and they have been instrumental in assisited us. The relationship with Wealth Professional is very personable and we have a direct contact with their dedicted team and their response times are fantastic. I would have no hesitation in making a formal recommendation.
In transferring my pension from a final salary scheme to a SIPP, Douglas helped me make the most important investment decision of my life. His approach was thorough and objective and we quickly built a trusting relationship. There was never any pressure to proceed with the pension transfer, it was more about discussing the pros and cons so that I could make an informed decision that was right for me and my family. Douglas is very approachable and I have no hesitation in contacting him about any aspect of my financial affairs. In fact he is currently working with my wife to review and upgrade her Employee Benefits package.
"Meeting Douglas was a breath of fresh air after fruitlessly dealing with one of the biggest London based investments houses for over 12 months. Douglas made all the necessary arrangements in double quick time, moreover he made suggestions at the outset that the previous firm hadn’t even considered which benefited us hugely.
Douglas has been our contact from the outset. We have regular face to face meetings during which we review the portfolios performance and alternatives are discussed to make our plans a reality. We genuinely enjoy the meetings which are pitched just right! The ongoing holistic advice has covered both the macro and the micro which together have made a significant difference to our families financial well-being.
We appreciate the ability to review the portfolios performance on a daily basis via Wealth Platform. The level of detail can be as little or as much as you choose to view. All ongoing charges are completely transparent on the platform.
Wealth Professional is a small friendly team that are a pleasure to work with and who quickly respond to requests. In summary I would have no hesitation in recommending them ."
I have worked with Douglas and the Wealth Professional team for a number of years now and they have proved to be invaluable both in my Personal Financial Planning and the running of the Employee Benefit programme for my company Asset Guardian Solutions Limited. I would personally recommend you speak to Douglas and his team regarding your Wealth Planning before making any decisions.
I looked at a number of financial advisory firms before I settled on Wealth Professional, which was recommended by a colleague. As well as an objective review, personal interaction was a key factor for me; after all, this is going to be a long term relationship and I wanted to be comfortable with the personal relationship too. No fears there as Douglas Mitchell and I swiftly established a rapport and he remains firmly my trusted adviser. That trust was well earned; in the initial stages, we agreed milestones to reflect and consider actions and opportunities with Douglas regularly testing my appetite for risk. His review of my financial affairs bordered on forensic and he took time to consider my immediate and future needs. Post investment phase we meet regularly to make sure that my investment goals are met. I would have no hesitation in recommending Douglas and Wealth Professional CFP.
I’ve found Wealth Professional to be at all time trustworthy, reliable, highly professional and a friendly company to deal with. They look after our family financial affairs and also my business financial planning, the latter of which allows me to fully focus on the priorities of running an international company.
We were looking for someone to help us understand the legislative requirement for auto enrolment of staff pensions. We were recommended Douglas from Wealth Professional. We have found their services professional and reliable. Pensions, taxes, investments are some of the topics we are trying to understand. All our questions are answered clearly and promptly. We are fortunate to find them and would recommend them without hesitation
Our family use Douglas and his team to provide advice on pension, financial protection, and business planning. They have looked after us extremely well, they are a safe pair of hands and we trust them. On a personal note, when my partner died the team took over a lot of the heart breaking paperwork relating to our affairs, taking a huge weight off my shoulders. The care, compassion, confidentiality and support was nothing short of amazing. Thank you so much.
My family and I are very impressed with the support, advice, and professionalism provided by Wealth Professional. Their technical knowledge has been a major factor in saving a lot of money which would otherwise have been lost in unnecessary tax. They have provided advice on a broad range of topics including pension, investment and the complexities of inheritance tax which they made far more understandable. We’re delighted with the honest, personable and speed of service we receive.
I have been a client of Wealth Professional for over 5 years and during this period the service and customer care have been excellent. Great attention to detail which is reassuring. The explanations I receive are clear, concise, and make financial services.
Our experience with Douglas and the team at Wealth Professional has been very positive. Their technical knowledge and diligence have helped guided us through the complexities of our taxation, pension and employee benefit programmes. They are courteous, friendly and have taken care of our every need, I would highly recommend this organisation to any individual or business for all types of financial planning.