• Inspiring Relationships and Loyalty

Testimonials

What do our clients say about us?

I would describe Census Wealth Management thus (Very professional, friendly and wise).

Paul McEvilly, Sutton Coldfield

We have been advised and supported by Census Wealth Management on a personal level for more than 15 years and have always received confident and assured financial advice in regard to mortgage planning, savings & pensions. We have no hesitation in recommending Census WM for financial guidance and indeed have been more than happy to use their services within our own business, commercially, for the last 6 years mainly in regard to company insurance provision, with which we have been entirely satisfied.

Paula & Les Brown - Smiles Dental Sales Limited, Solihull

"Bob and Matthew at Census have handled my affairs for a significant number of years. Sue has always been a reassuring and friendly first point of contact. I have always found the team's service to be very personal - all recommendations have been made taking into account my circumstances at the time, and with the benefit of hindsight, I can say that they were spot on. Insurances and my mortgage have been tailored to my specific requirements and Census have been very adaptable to my changing circumstances over the years. Long may our association continue!"

Emma Jesson

"As Chairman of an established electro-plating Company, it was very refreshing to be made aware of an alternative method of Investment Management. 

I have dealt with Mr Hope senior for many years, seeking his advice on various financial matters. Being introduced to his son Matthew offered a new concept in flexible investment. The ongoing management of our investments as well as the flexibility represented a revolutionary advance. We are able to maintain a continuous overview (on a daily basis if necessary) by logging in from our own network. 

All three of our Directors now invest through Census Wealth Management, as well as having a Company Portfolio. 

Congratulations to Census for their insight and management in the financial industry."

Dene Stokes, Director - John Stokes Group

"We have used the services of census wealth management for many years now and greatly value the financial relationship that has been built up between Matt and ourselves."

Richard and Sheila Hall