At 17 Wealth Management, we know that everyone has different goals, aspirations and priorities, that’s why we will work closely with you to fully understand what is important to you and build our advice around it, helping you to achieve your goals.
Robbie was fantastic to deal with. I cannot recommend him highly enough. Friendly, knowledgeable, professional, courteous, polite etc, etc. Very easy to deal with and I continue to do so happily in the knowledge that if I have any requirements regards my personal finances I can contact Robbie.
Robbie explained the benefits (for my wife and I) on moving to a Drawdown pension, also Robbie has helped us plan for the future when I retire. I cannot fault Robbie, he has kept me informed of any changes on my portfolio and offered guidance along the way.
F.L., East Kilbride
Robbie has been extremely helpful by providing regular updates on my investment and often helping outside normal hours when I have had questions or concerns regarding my account. Robbie has been more than helpful, his knowledge and understanding of the markets, in particular during this current situation have been excellent. He has kept me updated with recent events and suggestions to keep my investment safe. I can’t really think of anything that could be improved.
Robbie took over my account a couple of years ago. He acts in a very professional and transparent manner and spent a significant time with me when I crystallised my pension in 2019. He has always answered any questions with clarity and understanding.
Robbie helped by explaining the process, whether it was the right decision given my circumstances and the potential benefits in the long term. Robbie also to time to explain the risks involved and how those risks would be managed and mitigated. Despite the current Covid-19 crisis Robbie has kept me abreast of how the SIPP is doing and the strategies employed. There has been good use of video conferencing for periodic reviews rather than going into the office
Robbie has been our direct advisor for the past couple of years. He has been excellent in his advice, responsiveness and pro-activity.
A.S., Fort William
Mr Mackillop was able to summarise the appropriate investments that met my goals and aims. Professional and detailed service provided by Mr Mackillop. Language during the communication stage has suited my understanding of a business that’s new to me.
P.D., Northern Ireland
Service is exceptional and provides clear, concise and effective advice on all aspects of wealth management. 100% effective and delivered on all aspects of the services required.
Good understanding of requirements. Clear advice. Transparency of fees.
P.W., Argyll & Bute
With 18 years+ experience in financial services and banking, the team at 17 Wealth Management has many years’ experience providing advice and support to people, families and businesses across the UK.
We build, develop and maintain relationships with our clients and their families, to ensure we earn your trust and keep it.
We pride ourselves on our honest and professional approach when dealing with all clients, which we believe is key to any good relationship.
We provide bespoke financial advice to our clients for their
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