In order to ensure that our service remains at the highest level possible Donald Asset Management has imposed minimum entry level criteria for all new clients.

Unfortunately we are unable to accept new clients with savings, pensions or investment assets worth under £100,000.

New clients would also need to sign our current ‘Client Agreement’ and be willing to follow our company investment methodology.

For the ‘Recommend a friend’ reward scheme the John Lewis vouchers are provided only when the above criteria has been met. If you should have any questions please contact either Jamie or Ian at the office on 0121 308 8034/5.