Crescent Wealth Management Ltd

I am very impressed by the performance of the St James Place fund (having invested with them in 1998!!) and Sam Williams, in respect of pensions knowledge and customer service.

As we have many high net worth clients, we wanted to work with a company that represented the same values to their clients by showing integrity, honesty and world class advice – that’s why we looked no further than Crescent Wealth Management. Sam, the Director is hugely respected in his field so The Mortgage Quarter were over the moon (excuse the pun) to be able to work alongside him and the team.Many of our clients have improved their financial position after seeing CWM but what I feel is unique in their industry is that they’re willing and open to talk to any client needing advice. We’ve worked with many firms that are desperate for business but something that stands out is CWM will happily tell a client they’re in the right investment or pension plan even if it does not result in business for them. These guys can be trusted with your finances and it’s no surprise why they’re successful.As mortgage advisers we have the expertise in our field so having others specialisms of financial advice on hand only adds to the whole package our clients can receive. A recent client explained he had little idea about his pensions so Sam was able to locate three frozen company pensions the client was unaware of and combine them into one so it was easier to manage and the return in the short term has already exceeded what he’s been getting previously.From getting to know their team it is clear this is not a transactional business as a customer and you’re their client for a lifetime. The Mortgage Quarter will continue to work closely for the foreseeable future and strengthen an already strong relationship.We regularly recommend CWM. I’d only ever recommend a company that I have used myself and that’s the highest recommendation I can give!

I am very happy to work with Sam Williams of Crescent Wealth Management and recommend him to my clients.Sam not only brings a wealth of experience but a calm manner that puts clients at ease, who are then able to work long term towards their goals with him. I especially like the fact that he is not out for the hard sell but rather to maximise results for the client.I am of course, protective of my clients and am particularly careful who I recommend to them. With this in mind, I am very confident to either attend client meetings with Sam or make an introduction and let him meet with my clients independently as I know he will do what is best for them and their business.

I am delighted with the Annual Review undertaken by Sam Williams and without hesitation I would recommend his services to others.Well done, Sam!