Donald Wealth Management offers a second opinion service to help investors make informed decisions about switching financial advisers. Their initial meeting to provide a second opinion is held at no cost to the investor and with no obligation. The service aims to provide advice to investors who are unsure about what to do in today's complex and volatile financial markets.

1. 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?

2. W hy do w e offer a 2 n d opinion s er v ic 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.

3. Our w ealth management pr oc es s

4. CALL US ON
0121 308 8034
www.do na ldwm.co .uk

5. 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