C&W Wealth Management - Stroud

Claire C.

I can’t say enough about Alex and how professional and likeable he actually is. Alex takes the time to go through everything with you in detail and explains things simply and clearly. He goes above and beyond to put you at ease about matters that you may not have fully understood financially before. His advise has been invaluable in making decisions personally and business wise. He is a true professional and I am going to recommend him to everyone I know.

Laura S.

Alex recently helped my parents solve a number of complicated pension and tax queries. He went above and beyond and totally put them at ease throughout the process. Would thoroughly recommend.

Tom M.

I wasn’t sure what to do with my old workplace pensions, so I contacted C&W Wealth. Alex reviewed them and pointed out that some weren’t performing particularly well. He clearly explained my options. He also provided excellent advice on how to make the most of my income while reducing my tax bill. Thank you so much for your help - highly recommended!

Lidia P.

Alex has helped me immensely and I couldn’t recommend him more: he is highly knowledgeable and professional yet at the same time super easy to talk to and friendly.

I had felt daunted by my UK pension and finances for years, and especially since moving abroad part-time, but I kept burying my head in the sand about it. When I turned to Alex, what had seemed impenetrable gradually became clear and straightforward. He quickly distilled all the information I gave him, guided me through the key issues, provided excellent advice and helped me make informed decisions.

My only regret is that I didn’t know about Alex sooner as I could have saved myself so much angst.

Simon J.

I was recommended C&W Wealth by a friend, my first foray into financial planning has been smoother and far easier to understand than I could have imagined.

Alex took away a great deal of the mystery of the financial world for me, helping me understand my pensions,  investments and protection.

They provide a fantastic service and I wouldn’t hesitate in recommending them to my friends and colleagues.

Joe L.

Alex helped us out with a number of investments. Very knowledgeable, engaging and friendly guy. Fully recommended to anyone who needs a bit of advise.

Grzegorz P.

C&W Wealth helped get my pensions in order. I had a few from old jobs which, it turns out, we’re doing very little. Now they’re in one place I can keep track of them and growing so much faster.
Alex was very knowledgable and I cannot recommend them enough!

Chris M.

Alex has been more than helpful in sorting out a previously badly managed pension portfolio,
explaining in a clear and concise manner the steps that needed to be taken to put things in order .