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Client Testimonials

What our clients say about us?

Client Testimonials

Having worked in Financial Services for over 33 years I was in the position of being made redundant prior to 55. I was looking for financial advice to secure my future and needed someone who was, honest, trustworthy, approachable and easy to talk too. This is when I found Steven Jackson from Irwell Wealth Management and he fulfilled everything I had on the tin. Steve took the time to look at my wants and needs and built a solution that felt like it was just for me. Not only did it cater for today and tomorrow but also gave me peace of mind that my disabled sons future was secured too. He was always only a phone call away and took time to explain in plain English. Through his professional advice and recommendations I now have a secure financial future and enjoying my Early Retirement at age 55 If you need to review your financial future, in my mind there is only one person to turn too, and that’s Steven, thanks for looking after me.

Phil
April 2018


Steve from Irwell has been helping me to manage my savings and my finances for a number of years now. He is professional, but also very approachable and friendly. He has taken time to understand my needs, personal circumstances and risk appetite and he has recommended a range of products and services which meet my needs. We meet regularly to review my portfolio and my changing circumstances and Steve is always willing to explain in simple language the choices and options available to me. I have recommended Steve to friends and family and would have no hesitation in recommending him and Irwell Wealth Management.

Alan


We are really pleased with the service and advice provided by Marc at Irwell and would definitely recommend to friends and family

Gary & Sue


From the first day a trust relationship has built up and has continued, Iain (Irwell Wealth Management) is always contactable and gets back to me particularly when I hear news of investments and markets not performing, through news reports etc. In all very happy with the service being provided.

Ian
July 2018


Iain (Irwell Wealth Management) has looked after investments and tax – efficient planning for a large part of our family finances for over 4 years, he has always provided a professional, friendly service and completed what he said he would in a timely and efficient manner, Iain has advised and assisted with complex areas of financial planning, including Pension, Inheritance tax planning and tax efficient investments, we have been very satisfied and impressed with his advice and knowledge.

Pam
November 2018


Iain provided a comprehensive review of my investments/portfolio, all clearly presented. He answered all of my questions and advised accordingly. I’m happy that all charges and costs are transparent and itemised. I would have no hesitation in recommending Iain to family and friends.

John
Jan 2019.

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