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A S Wealth Management

Wester Deuglie Steading, Glenfarg, Perth PH2 9QJ, UK
+44 7970 668515
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Detailed Information
Openning hours
  • Monday 9:00 AM – 5:00 PM
  • Tuesday 9:00 AM – 5:00 PM
  • Wednesday 9:00 AM – 5:00 PM
  • Thursday 9:00 AM – 5:00 PM
  • Friday 9:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
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A S Wealth Management
A S Wealth Management
Reviews
Gill Birrell (09/27/2020)
I met Andrew at a point where I was trying to review my finances, and to create a plan for the next 2-10 years. The advice he gave was clear, evidence based and helped me to understand better how to prioritise my saving and my spending. Rather than having a "quick fix" plan, I now have one which allows me to see reduction in debt, and a timeline to be able to achieve what I want to in relation to my financial future. I found Andrew easy to work with, reassuring and empathetic while he built an understanding of my aims and ambitions. Rather than feeling pressured into a plan I didn't understand, I felt he took the time to give honest advice and has arranged to continue to have touch points until I reach my goal. I cannot recommend him enough
Donna Wilson (06/21/2020)
AS Wealth Management will be my 'go to' place to go for financial advice. Andrew is very easy to talk to. He takes the time to understand your position and what you want to achieve. He then clearly sets out his recommendation to help you achieve your goals. There is regular communication after investment and Andrew does check in with you to ensure your plans are still suitable. Andrew is highly experienced and his knowledge shines through. I would fully recommend him to friends and family.
wowbagger66 (09/19/2020)
We had many pensions that were needing to be looked at and managed. Andrew made this an easy process and was happy to answer any questions we had. We would highly recommend him if you need any financial advice. Thanks Andrew
Michael Russell (06/19/2020)
I was looking for advice on how to most effectively manage my savings and for pension planning. Andrew was highly receptive to my individual situation and clearly presented a range of options, he was also very willing to research areas of my employment contract to ensure he could provide the best advice. He has an honest down to earth approach which gained my full trust. The service provided has been much better than several financial advisers I have accessed previously.
Daniel Muir (06/30/2020)
Andrew was very client-focused and took time to discuss and assess my current financial position and future aspirations. He prepared some recommendations and presented them to me very clearly, and kept in touch (enough but not too obtrusively!) to check on progress.
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