Circle Wealth Partners Ltd

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Reviews

1. John Halliwell ★★★★★

   I decided that my current IFA was not offering the advice I wanted, or any advice at all really so I decided it was time to look for a new advisor. I was aware of Tom Dawkes at Circle Wealth Partners so I asked him to see if he could help me. After a few forms signed to give him authority to have a look at my pension, he came back with an in depth report of how it was performing, the charges I was paying and how Circle Wealth Partners and he could make it work better and even reduce the fees that I was paying. It was a no brainer to move the funds to their platform. I was really reassured by both Tom and also the data in front of me that my pension is in good hands. If you are looking for advice about money and how to make it work best for you I would not hesitate to recommend Tom. Thanks Tom and see you at our next review! I’m that happy with the service that my parents are going to review their finances with Tom now as well!

   almost 5 months ago
2. Mark Bateman ★★★★★

   Matthew Parker – Circle Wealth I have known Matt for a number of years and always had confidence in recommending his services based off what I had heard off of others. The question of would I want him to deal with my Parents, was emphatically answered in recent months – Yes I would! They needed advice regarding pensions and what to do with a lump sum, my Mum had recently retired and received an inheritance. She had received apparent advice with a firm appointed by her old employers regarding pensions, however this they felt wasn’t what they wanted. I asked Matt to have a conversation with them to understand what their needs were, he listened to what they had to say, went away and subsequently presented to them a solution that worked for them taking into consideration their short-, medium- and long-term plans as well as their attitude to risk. Throughout the process, he has been clear and concise in what he has said and recommended, and my parents are extremely happy with the overall service and advice they have received. Thank you, Matt, for providing the service you have, and I will continue to recommend you to anyone who need proper, sound, financial advice in the future. Kind regards Mark Bateman Michael Usher Mortgage Services

   1 year ago
3. Lynn Toynton ★★★★★

   I've been dealing with Matt Parker for several years now, and not only is he a thoroughly nice chap he also has given me some incredibly useful financial advice. I originally spoke to him about my pension as I had several little scrappy amounts accumulated in various pots over the years from each prior employer. Matt helped me amalgamate them all into one pension and invested wisely - following his advice my pension has grown well above the market average! I might actually be able to retire comfortably at this rate! Seriously, brilliant service, down to earth and solid advice, clear and well presented information, no jargon and no patronising - but most importantly, great results. 100% recommend.

   almost 2 years ago

1. Colin McLachlan ★★★★★

   The advice and service given by Matthew Parker of Circle Wealth Partners with regards to my retirement planning has been exceptional. I immediately felt at ease with his professional approach and insightful knowledge of investments and retirement planning. Matt took the time to deeply understand my personal circumstances in order to give informed advice that I could trust was in my best interests. He is passionate about generating the best outcomes possible for his clients. I feel completely assured that my retirement plans are in safe hands and would not hesitate in recommending Matthew to anyone who requires the services of a Personal Wealth Advisor.”

   almost 2 years ago
2. Viom Wadhwa ★★★★★

   Circle Wealth Partners have been nothing short of excellent - from our first conversation to understanding our situation in full (which is far from straight forward and included more than one pension pot) were able to build our confidence in working with them. Since making the decision to trust them, I couldn't help being a little nervous after but all nerves were kept calm with clear and constant communication. I can finally say they have my full trust and I know they know what they're doing in full faith. Wouldn't hesitate to recommend you guys to anyone that's looking to have their portfolio managed with a truly hands off solution.

   almost 2 years ago

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