Adams & Bowles Wealth Management Ltd Reviews 

Fantastic practical advice about financial planning. Explained the jargon in a simple way. Really interactive techniques to support young people in learning about personal finance.

Genuinely helpful, honest, friendly and knowledgeable. Have already recommended to everyone I know.

Transparent and genuine approach to customer relationships

When ever I contact and/or use Adams & Bowles I find a very personal service which makes the experience bespoke. They offer a comprehensive range of financial solutions and products with a wealth of knowledge, experience, trust and security.

A great practical approach to teaching and introducing important concepts of money in a fun and engaging way. Stacey was extremely patient and approachable with all the children, regardless of their needs and ability and inspired them to consider the life long and valuable concepts introduced in the workshop.

I recently began taking my pension, and as this was a major life change, with many financial factors in play to consider, I had many questions and choices to make. Daniel was able to provide me with excellent, expert, advice which allowed me to see clearly how my financial future needs could be met.

Before deciding on retiring I had several months of personal consideration of this decision, during which I had contacted Daniel on several occasions to verify matters and I always received sound advice on which to base my financial decisions going forward.

I have been using this company for a year now and couldn’t be happier with the service that has been provided by Daniel and his team. The advice that has been given is incredibly helpful and this is a very trustworthy company to use.

Stacey kept me informed of my issues with current Pension Provider and has dealt with this very well
great Service

Found Luke to be very friendly, knowledgeable and helpful. He explained everything thoroughly and it was easy to understand. All the time at Adams and Bowles happy to help with any enquiries. Would highly recommend for anyone.

My personal dealing with Adams & Bowles has been a very comprehensive and pleasant experience everything I know or don't know is explained in every detail definitely recommend these with no complaints.

Fantastic guidance and service from Luke Adams. He has a very thorough approach, very clear communication and it is a pleasure to have him manage our pension portfolio and help us work towards our retirement plan.

My personal advisor Luke Adams has helped me understand what is necessary to put my Money to work for my family within the limits of the liability of tax after my decease. He has talked me through the possibilities that could occur and advised me how I could leave my family their inheritance from me with the least money left to the taxman

Very informative, and answered all my questions in a way I could understand.
I have every confidence in my financial advisor. Always at the end of the phone if I have any further questions and replies to my emails promptly.

Over a number of meetings Luke built our trust in Adams & Bowles giving clear advise and exercising great patience with our lack of financial service knowledge. This has been followed by excellent support from Stacey who has a great sense of humor too.
In addition, this business takes its social responsibility seriously too, amongst other things they run workshops for young people.

Fantastic service from Luke and the team from start to finish. They are very easy to communicate with, efficient and give great friendly advice. i have already recommended their services to other people.

Luke and Dan both offer excellent financial advise and are very knowledgeable with everything they do, I trust their advise and know I am getting a great service when I needed their help with my pension and mortgage advise. I trust their advise and they explain everything easily for me to understand, I also love the work they do for the local charities and also help advise the local schools with financial presentations! Would recommend them both to anyone who needs financial advise without any hesitation

Luke and his team are so helpful, nothing seems too much trouble. It has taken me a while to find someone that I trust with my finances so thank you

I found Daniel very helpful & friendly & easy to talk too. He explained everything in layman's terms so I could understand. Nothing is too much trouble even if its out of hours & is an all round top man. Been with Daniel a few years now so feel very comfortable using his services

We always have the best experience with Amy, she has helped us out so much and being first time buyers she was very patient with explaining things a few times so we understood! Recently she helped us with life insurance and ensured she met our budgets but by also achieving the best policies to suit us both! Always very helpful and approachable.
We definitely recommend using this company and will be using them again in the future.