Carlson Wealth Management Ltd

As we have approached the complications of retirement, Steve Carlson has surpassed our expectations of a financial advisor. Not only is he thoroughly professional, reliable and well informed , he has been patient and concerned that we have a full understanding of the possibilities. He has helped us to take a balanced, holistic view of our finances without making us feel that we are under any pressure to make decisions. He has, without doubt, made a significant positive difference to our financial position. We would recommend his work withoiut reservation.

I have known Steve Carlson for some years now and have also worked with him previously. His knowledge of the financial sector is second to none and his proactive approach is refreshing. In just a short period, he has already suggested ways of making my money work way more productively for me and he has also saved me several thousand pounds in things he has picked up on. I particularly like that he speaks in lay man terms so I am able understand things. I would thoroughly recommend him and have total peace of mind knowing he is making my money work and grow for me.

I originally asked Steve to look into a new mortgage products. Steve found a great product that matched my requirements. Steve also looked into my existing pension schemes and with his recommendations the changes I have made have seen my portfolio greatly improveSteve has the knowledge and experience to pair current lifestyle and desired ambition with products and advice that match.From dealing with Carlson Wealth Management I have gained confidence that my money is working as effectively as possible to secure my families future

Steve initially helped me out by evaluating and resolving some pension issues that I was concerned with. I thought I wasn't paying in enough and Steve showed me, through his analysis, that my pot was big enough. He helped me reinvest it in a better set of trusts which have so far performed beyond my expectations. What I value is his honesty and the fact that he takes a lot of care with his detailed forecasting.

Steve is thoroughly professional, well informed and he has taken care to listen to our needs. We have appreciated the careful explanation he has given of his very helpful suggestions. We would have no hesitation in recommending his excellent work.