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Recommend us

Donald Asset Management has established and grown to its market leading position primarily through existing client recommendations. We take great pride that you have not only chosen us to look after your financial well-being but that you are happy to recommend our services to others.

As a thank you for these personal recommendations Donald Asset Management offers you £100 worth of John Lewis gift vouchers for any referrals where the recommended person takes up our services. Please refer to the New Clients Criteria section of our website for further details.

If you believe your friend or family member could benefit from our services please contact either Jamie or Ian at the office on 0121 308 8034/5.

 
 

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Please ensure you read our User Terms, Client Agreement and Privacy statement.

Donald Asset Management is authorised and regulated by The Financial Services Authority. Donald Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 223784.
The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.

Registered Office: Four Oaks House, 160 Lichfield Road, Four Oaks, B74 2TZ. Registered in England No 4675082.


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