What our customers say...

In March 2012 we undertook a stakeholder questionnaire. Individual responses are recorded below.


  • “Sound professional advice related to our financial needs fully explained with courtesy with which we have built a good rapport with AFWM”
  • “A personal service from a professional who is knowledgeable about our circumstances and needs”
  • “Logical and informed pursuit of goals. Forward planning of strategies to deal with possible future events.”
  • “The personal touch!”
  • “Personal one to one service of highest quality, willing to visit client speedily and at home if more convenient.”
  • “Independent advice and excellent customer care.”
  • “Friendly, personal advice from someone we trust, including the creation of an ethical portfolio specifically designed to meet our requirements.”
  • “Great advice. Reliable, effective.”
  • “An excellent understanding of the details of my portfolio and my needs and expectations.”
  • “Courtesy and patience and much valued advice.”
  • “It is always possible to talk to someone very quickly, even outside scheduled meetings”
  • “I have total confidence in the advice I have been given and no pressure has ever been put on me to increase my investment.”
  • “Dealing with someone who understands our financial needs, and acts on our behalf, swiftly.”
  • “Personal service and the assuring knowledge that AFWM Ltd is doing the very best for us.”
  • “I have never had cause to doubt that AFWM Ltd works in my best interest, taking time and care to ensure that I understand reasons for any changes.”
  • “When a problem arose I was able to talk to John Waldie even though he was on annual leave, after discussing problem with office staff.”
  • “We have a confidence in John that has built over the years he has looked after us. We feel he always does his best in a friendly and professional way.”
  • “Always willing to provide good advice.”
  • “Personal service, courtesy, successful investment.”
  • “Personal service and continued review of investments.”
  • “We have dealt with John Waldie for many years and have built up a good one to one relationship. He provides sensible, well-rounded plans that fit with our “minimum risk” ideas for our investments.”
  • “The way you make me feel relevant and that your advice is suited to my needs.”
  • “One to one relationship - always seeing the same person.”
  • “Been well satisfied over the several years of doing business.”
  • “I always get a prompt reply to any queries, or responses to messages left for unavailable staff.”

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