Donald Wealth Management is a trading style of Donald Asset Management Limited which is authorised and regulated by the Financial Conduct Authority.

What is our

2nd Opinion Service?

W h y d o w e o f f e r a 2 n d o p i n i o n s e r v i c e ?

• With all the complexity and volatility in today’s financial markets

many investors are actively considering switching advisers.

• However most investors are unsure of what to do.

• Our 2nd opinion process has been built to help investors make

informed decisions.

• Our initial meeting is held at our cost with no obligation.

• Call us on 0121 308 8034 to arrange a convenient time.

O u r w e a l t h m a n a g e m e n t p r o c e s s

CALL US O N0121 308 8034

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Always seek advice from a professional adviser before embarking on any investment or other financial transaction. Any information provided in this video must not be treated as advice, rather it is general information and may or may not be relevant to your situation. Donald Wealth Management will not be held responsible for any losses incurred by you if you act on this information without taking advice. Remember, investing involves risk. Investment values can go down as well as up, and you may not get back what you put in. Donald Wealth Management is a trading style of Donald Asset Management Limited which is authorised and regulated by the Financial Conduct Authority.

Risk Warnings