Adams & Bowles Wealth Management Ltd Reviews 

Luke is great. When I first met him I told him that he had to make money interesting for me - he has fulfilled his brief!
Luke is very personable and explains everything properly.
Would recommend!

A few years ago Luke came around and sorted out our pension and included a critical illness cover which we thought we would never need BUT sadly I was diagnosed with cancer and it has paid out to give me the financial security I may need in the future.
I would definitely recommend Luke and definitely recommend taking out critical
Illness cover, as I thought at the time we would never need it and how wrong was I?!
Luke is professional and thinks outside the box of things that could happen and also the future which some of us don’t want to think about but unfortunately we all get old and die at some point and we should have our finances in order so our families aren’t left with that burden.

Luke has always given good solid advice on all my financial matters. Always keeps in contact and gives me time to digest the information.
Thank you As always.

My contact from Adams & Bowles. Amy Bowles, is a
delightful person, who is very professional but at the same time friendly. Amy helped me feel confident that she was the right person to advise and take me through the process of moving my pension to investments that are right for me at my time in life.

Daniel was very thorough, in our meetings, with his explanations of my options and the suggestions for my investments.
Follow up from the office team has been excellent too.

Clear and concise advice from Luke Adams. Have yet to see how my fund performs. Particularly impressed with follow up call from Olivia, who went through set up of on-line account, ran through all details and made sure everything worked and was understood. Though I could have navigated this myself I know that many struggle with these things and this call would be pure gold to them. Very nice, and much appreciated, extension to the service received.

I feel reassured to have found the services of Adams & Bowles Wealth Management Ltd; specifically, to have met Amy Bowles, who has provided me with professional and helpful/friendly guidance. She is an attentive communicator (without pressure) and has made it less stressful for me to make decisions. Olivia was also professional and pleasant when I spoke to her.

I had a good experience with Adam & Bowles Wealth Management Ltd. They were very helpful in the process of becoming their client and of the transfer of my assets to them. They explained the full implications and what was involved and how they would manage my assets. The transfer to them took quite some time but they were always available if I had any questions.

Daniel was friendly very helpful and explained everything fully and in a way which was easily understandable.
Follow up conversations with Daniel and also Liv have been spot on.
I would highly recommend.

Friendly, professional advice without pressure.
All members I have dealt with have responded to my questions with good advice & explanation of processes & regulations.

Highly recommend Adams and Bowles wealth management. Amy looked after me and made everything so easy for me to understand, kept me fully updated throughout.

Always helpful and friendly.
Take time to get to know me, so I don't feel like 'just another client'

I was very nervous about investing, but Luke Adams put me at ease and explained everything well and very knowledgeable and glad I found this company and have him to guide me through a very complex financial decisions.

I have found Adams & Bowles (Daniel and Olivia) a pleasure to deal with and always receive helpful and timely advice.

Luke explained everything clearly and optioned me to review portfolio and any action in six months.
Professional service

I met with this company today to have an annual review with my advisor. The meeting was structured and we went through various aspects of my current portfolio and discussed objectives of the coming year. I have valued the input and support I have had from this company over the years. I would have no hesitation in recommending them as a financial service. Thank you to all the staff.

A comprehensive review was given and I was explained the current state of my finances in depth.

Efficient, polite, informative, time for clients and pleasant demeanour of advisor Luke Adams.
Would recommend their services

A friendly welcoming company with clear information and advice.

I have found the company to be extremely professional, trustworthy and reliable, they put me at ease throughout quite a stressful situation and explained things to me in a simple and easy manner. I would highly recommend them