Wealth Management/ Financial Planning
Circle Wealth Partners specialise in strategic financial planning for private clients, trustees and corporate businesses whose circumstances tend to be more complicated than most.
Matt Parker of Circle Wealth took over the care of my savings as my financial adviser a few years ago and I have always appreciated his guidance and advice.
But I particularly want to thank him for the work he’s put into safeguarding my pension plan during this awful pandemic year.
With all the awful things that have happened this year it’s been reassuring to know he’s continued to ensure that I get the best return from my savings.
I have recommended Matt as a financial advisor and will continue to do so.
Carol Miller Media,
PR & Communications Consultant