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About us

Donald Asset Management is one of the leading Independent Financial Adviser and investment specialists in the Sutton Coldfield area. Unlike many of our competitors we are a family run business with extensive financial experience.

We believe the continuity that we can offer our clients is one of our unique advantages over many other advisory firms. We can offer a service that will still be there for the next generation so that you can be comfortable that your family's financial well-being is looked after not only now but also into the future.

Many of our clients have been receiving our advice for over 30 years and please see our client feedback for a sample of some of their comments and thoughts on the service that we provide.

We fully appreciate the fact that we are looking after your hard earned money and we therefore do everything possible to ensure that you achieve your financial goals.

As our business has grown and the assets under management have expanded significantly we have continued to test ourselves to improve the service that we offer to our clients. This has involved substantial investment in cutting edge technology to ensure our advice remains at the forefront of the financial services industry, however, we will never forget the good old fashioned customer service values that got us to this point.

No matter what the investment climate you can count on Donald Asset Management.

 
 

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: Stable End, 12 Heather Court Gardens, Four Oaks, West Midlands, B74 2ST. Registered in England No 4675082.


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