Testimonials
Read some of the feedback received from clients.Will has been my financial adviser for about 18 months, having been recommended by a relative. As I am a complete novice to investment (I had just downsized and realised some capital) he has patiently talked me through all I need to know about investing for my retirement. He always has time to expla...
Will's support and guidance was invaluable in reorganising my finances when I retired. He rationalised my investments and provided me with options which ultimately provided me with tax efficient sources of regular income. He is knowledgeable and a good listener who is flexible and reliable, and he i...
Will is a great communicator and demystifier. He sets sensible goals and leaves you with the sense that your money is in safe hands. Highly recommended.
We’ve had a fantastic experience with Alma Vale Wealth Management. Will, who runs the Practice, is exceptionally polite, helpful and knowledgeable. He takes the time to really understand your circumstances and goals, and has gone above and beyond in supporting both me and my wife with our wealth ...
Will has provided me with sound financial advice for me and my business for many years. Wouldn’t hesitate to recommend to anyone!
Firstly, he is knowledgeable and always keeps up to date with legal and sector news and requirements. He talks your language, translating and demystifying complex issues, impact of financial and other relevant changes on your purse strings. Importantly, he is responsive and proactive, always havi...
