Relationship Management

Very happy with both the service and products recommended by Louisa at Metcalf Wealth Management, I found the whole process to be very easy, and was put under no pressure whatsoever to accept any particular product. In short, good honest advice by a very friendly adviser.

After much searching and initial enquiries with finance / investment management advisors it proved the right decision to go with Metcalf. At all stages confirmation that solution options met with my needs was paramount and always with a relaxed very professional approach. Louisa and the team are extremely knowledgeable.”

I have had a relationship with the Metcalf Wealth Managers team since 2017, and they have been very helpful in amalgamating various personal pension schemes into a SIPP and another longer-term pension structure.  The team have also been integral regarding monthly drawdowns from the SIPP in a tax-efficient way, keeping me fully informed on the corresponding paperwork trail as necessary.  I fully recommend their advisory services accordingly.

Metcalf Wealth Managers provide a highly professional service in a very friendly and helpful way which I value and appreciate. Louisa is extremely knowledgeable and explains matters properly without being confusing. I trust her guidance, advice and recommendations and I feel that my investments are being well managed and are in very capable hands.

I have been very pleased with the quality of work you carried out on my behalf and would be happy to both recommend you to others and approach you for your assistance again once my finances and/or situation requires it.