“Our relationship with Menzies is integral to our business. Andrew and Dinshaw are both supportive and diligent, working hard to find the right solutions for us. In a uncertain financial climate they provide solid advice and a good sounding board. We have recently embraced a new investment strategy which will allow us closer contact with our funds and provide a way for us to work together to maximise our investments.”

Managing Director, Gorard Dean


“Chris was introduced to us by a friend to assist with the investment policy for a family trust. We have been delighted with the outcome. Chris has maintained regular contact to ensure that the trustees and beneficiaries have been kept fully informed. Dealing with the estate of a loved one is never an easy task but we have all found that the manner in which Chris has dealt with this aspect has made our task that much easier to cope with. As a professional, I would have no hesitation in recommending Chris to clients needing advice and indeed have already done so.”
 
Solicitor


"I have been dealing with Menzies Wealth Management for the past 7 years, and have always been happy with the service they have provided.

Andrew Johnstone has helped us with the set-up and on-going administration of our Company Pension scheme and Ema Lawrence has been instrumental in the on-going administration of our Death in Service, Income Protection and Group Personal Pension Scheme. 

Both Andrew and Ema have been a joy to work with.  I particularly rate their professionalism, attention to detail and ability to explain rather complex pension details in easy to understand terms. They are always happy to go the extra mile in order to help us out."

Office Manager, DBT Ltd


"We are very happy with the service we receive from Andrew Tricker, Andrew communicates well and always responds quickly to phone calls, emails etc. Andrew has looked after our investments for the last few years and during that time we have built a great relationship so that we really feel that he understands our requirements and the way we operate."

Managing Director, Cookson Cherriman Estate Ltd


"My husband and I have been working with Eric Norman-Walker over the last couple of years to organise and provide clarity to our financial situation. He has been successful thus far and has helped hugely to make us feel confident that we have a plan for our future. We will continue to use Menzies Wealth Management because they provide well researched advice and deliver it in a way which is understandable."

Private client


"We have worked with Menzies Wealth Management and previously Morley & Scott for seven years and we have always found them to speak plain English instead of lots of jargon. It is easy to contact the team when necessary, sadly a very unusual quality compared to most of the organisations we deal with on a day-to-day basis."

Finance & HR Manager, Dollar Thrifty


"Andrew Tricker has been managing my financial affairs, including those of my children and the rest of my family for a number of years, and has consistently provided a friendly and very efficient service. At the same time he has explained things in simple terms and in a language we can all understand. In an increasingly complex world, it is reassuring to have a trusted adviser to help make sense of everything."

Private client


"Eric gave my wife and I complete confidence in making coherent and sustainable judgments concerning our financial situation, ensuring both our pensions and savings maximise their value and work to our advantage during our retirement. He has done this with a humour and clear explanation on whatever decisions or changes we are making. In these present economic circumstances, never has it been more necessary to have good financial management advice and also to have a team of people looking on the financial markets as they continuously change before you. This is where Menzies Financial Wealth Management come to the fore."

Emeritus Professor, University of Salford


"Menzies Wealth Management has been exceptionally supportive throughout my transition from an employee of a major company to a small business owner. Their team has taken the time to understand my goals, both personally and professionally, and have delivered a tailored package of healthcare and pension advice that provides the flexibility I need with the optimal return."

Managing Director, Marketing Consultancy