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Client Testimonials

What our clients say about us.

Client Testimonials

The team at Concierge hold a wealth of exceptional knowledge and experience in all different financial arenas. They took on our enquiry about moving home and turned a dream into reality. We knew that we were is safe hands as they carefully led us through every step of the process in a very positive and professional manner.

Stephen Mant
Worthing, West Sussex, Director, SJM Electrical Services Limited

Having been with Concierge Wealth Management for 10 years, they have been excellent in their advice & professional assistance, dealing with my pension, mortgage & investments. They are always available & ready to help. Thank you, Adam & Tracey, for all your help over the years.

Phil Bonetti
Worthing, West Sussex, Proprietor, Bonetti’s Dry Cleaners

I have been with Concierge Wealth Management for 8 years and I am more than pleased with how they have looked after my SIPP Pension and ISAs during this time. I have always felt that I am a very important and valued client rather than just one of a number. From day one I have found Adam to be extremely knowledgeable in all aspects of financial affairs. He works very hard to give best advice and I trust his advice unreservedly and without any cause for concern whatsoever.

Keith Rowley
Worthing, West Sussex, IT Consultant (Retired)

Concierge Wealth Management provide us with a brilliant and professional service. Not only did they guide us through a minefield of complicated loan issues, but their tenacity in obtaining the funds to suit our specific borrowing requirements was second to none. Not only that, they finalised arrangements within the right period to coincide with our plans – congratulations and our sincere thanks to the Concierge team.

Dave Stanbridge
Worthing, West Sussex, Director, R Barker (Tarring) Limited

We have used Concierge Wealth Management for the seven years we have been in business, for both our corporate and personal needs. They take all the strain out of our financial planning and have never failed to meet, but rather always exceed, our expectations. We would not consider using another firm for financial advice. They are excellent value for money.

James and Robert Brooks
London, Directors, Brooks Estate Agents Limited

We have known Concierge Wealth Management for 10 years. Their advice and professional approach has always been excellent. Whether it be for mortgages, pensions or investments you know that they will look after your interests. We very much look forward to working with them in the future.

John & Kevin Dray
Portslade, East Sussex, Directors, DA Dray & Sons, Electrical Contractors