How do I pass on wealth to the next generation?

We have used MW-FS for many years and would highly recommend them to anyone who needs help with their finances. Adam is easy to get hold of and he comes to see us twice a year to explain how our investments are working for us in easy terms.

Adam keeps me updated on how my pension is performing. He checks I’m still happy with the investment funds and that I understand the performance data so I can make informed decisions about my pension. I thoroughly recommend him as a pensions adviser.

Twelve years ago, preparing for retirement was a major issue, deciding to find an adviser was our first decision, then deciding on Dave Hemsley was the swift second. Dave's advice has consistently been sound and well-researched. We have regular documented reports and regular informal conversations to monitor that all is well. We have been pleased so far and look forward with confidence.

I wanted to retire but was unsure how to approach the financial planning aspect of doing so.

I was lucky enough to be directed to MW-FS for guidance. Adam explained the process of pooling our finances into one plan and the benefits that can be gained from doing so.

Having Adam's support has stopped me worrying about having a stable income for the years to come and the prospect of being able to leave my family financially secure.

I have little knowledge of, and even less interest in, the world of finance, so I am always in need of simple and clear guidance about how to handle my affairs. I feel particularly lucky to have found Tracy Hutty, who has been a breath of fresh air by constantly providing me with straightforward advice that is easy to understand. I feel that I am in very safe hands, and can strongly recommend both Tracy and Marshall Wooldridge Financial Services.

My employment did not always allow me to keep on top of my tax, pension and investment affairs so it is reassuring for me to know that they were and still are, in very capable hands. The knowledge that any questions I have, no matter how trivial they seem, are never 'silly questions' and are resolved in a professional manner and I'm pleased to say, with good humour. Long may it continue.

Richard has been our financial adviser for a number of years, Richard is proactive in suggesting changes within our investment portfolios. Our finances needed careful advice as we’d had savings which were then added to after redundancies and inheritance, and impending retirement for me if not my wife just yet!
His advice is always clear, and he willingly navigates us through technical language to get to a solution with which we are happy. Richard is also more than happy to meet us at our home in Nottingham despite living in Leeds! A bonus!

We were first introduced to Marshall Wooldridge in 2019, it was important to us to know they were well established.
We have developed a great relationship with our adviser and have never felt under any pressure with them. Their patience and understanding has been fantastic. Richard takes time to get to really understand what your needs are and gives help and pointers along the way that look at all aspects of your finances.
For us personally, it has resulted in us investing at a level of risk that suits our situation, we are comfortable with and suits our goals. We would highly recommend them.

I first met David in the early 1990’s when he came to see both my late father and me regarding our pensions. I have always found him to be honest and concise. His reasoning is well thought out and logical and he thrives on trying to get the best outcomes for his clients. I have always found him to be approachable and always willing to listen to any of my queries or suggestions. His knowledge of the industry is extensive, and he makes great endeavours to ensure that his knowledge is always up to date.
I would always recommend him (and his firm) to anyone seeking a financial adviser.