“I have been a client of Advantage Wealth Management since its early conception, and am thoroughly appreciative of their services and advice on the management of my financial affairs, both in assuring me on arrangements for my long-term care and everyday current affairs. Their advice has always been wise and caring of my personal needs and has always been forward-looking and efficient in the practical setting up procedures.
John and Nicola have become personal, valued friends from my association with them, and have also taken care to keep my daughter (resident in the U.S.A.) well included in our discussions on all my financial affairs.”
Lieutenant Commander D.A.Jones Royal Navy (Retired)
“I first met John in his capacity as financial adviser with Abbey National where he gave me very sound advice on investments and savings.
When he set up his own company, Advantage Wealth Management, I immediately became a client. I have subsequently received excellent advice on investments and several other financial matters and seen my investments grow very satisfactorily.
I am confident that my financial affairs, both present and long-term, are being handled in a very efficient manner by both John and Nicola.”
Catherine A Ferrie, Head Teacher (Retired)
Prior to moving to AWM I kept my pensions and investments with a large Glasgow based firm. This company was referred by my employer at the time and I found that I was very hands on with the fund selections within my portfolio. This was mainly because I was not confident with the service I was receiving.
I switched to John in 2014 and since that time despite withdrawing around 28% of my capital and the volatility of the markets my original amount invested has remained the same.
I find John to be well informed and approachable and often call to have a chat. As a smaller company they are far more friendly and adaptable and I have recommended them to friends who have also moved their business.
Mr T (Retired)
John McMahon of Advantage Wealth Management has looked after our investments ever since we inherited sufficient funds to warrant using an Independent Financial Adviser. Despite the fact that the total size of our investment might be considered modest by some standards, we have been impressed with the close attention given to our account, and not only the attention to detail, but John's ability to tailor our funds to both our conservative risk level, as well as our ethical standpoint. It would be fair to say that our knowledge of financial markets is slight, and this makes us all the more grateful for John's guidance.
2020 has been especially strange, and the rapid reduction in stock values at the start of the pandemic affected us as much as everyone else. A cautious approach suggested to us that we should cut our losses, and transfer funds into cash, but we were assured by John that our investments would bounce back. This prediction was exactly right, and our funds have not only recovered, but now stand well above where they were at the start of the year. John does seem to know what he is talking about!
Rob & Catherine
(Recently retired)
We consider our investments to be in trusted hands with John.
He is not only experienced but incredibly up to date and always on hand for a quick chat to review.
Strongly recommend.
William and Sarah
We’ve worked with John and a Nicola for 1-2 years. They’ve advised me and my wife with both personal and business products, including; banking, pensions, investments and various insurance requirements. Already we’ve seen really positive growth rates in our investments which we’re really pleased with.
They’ve always given professional and friendly advice and we would thoroughly recommend them.
Alex & Paris
(Young professionals)
I am indebted to John McMahon and his team at Advantage Wealth Management for the professional, flexible and effective support they have provided me in the last few years. John's in depth industry knowledge and financial acumen has enabled me to improve my families financial security well beyond what I anticipated. I can thoroughly recommend John to any individual who is seeking financial investment or pension advice.
Euan Fraser
(Senior management)
I have been a client of Advantage Wealth Management for a number of years now and have been delighted with the services offered by John and Nicola. Understanding the processes and terminology of the investment process can be quite daunting for a layman, but John has always taken the time to explain things thoroughly making it easier to make decisions with confidence. I have been more than impressed with the returns on my investments and would be happy to recommend Advantage Wealth Management to anyone.
(Michael Docherty)
My pension looks great - particularly what appears to be significant growth in just the last 4 months of the year especially impressive in the midst of a global pandemic.
David
(Company owner & entrepreneur)
Thanks to the sound, independant financial advice received from John at Advantage Wealth Management I am retired with full confidence in my investment package
Gillian & Graeme Clark
(Recently retired)
Advantage wealth Management comes highly recommended to anyone looking for an IFA not only for pension investment but also ISA and general investment guidance and advice. Advantage Wealth Management being a smaller company affords you more of a personal service with John McMahon furnishing you with regular updates, annual investment statements, annual review home visits and always has time to chat by phone as and when the need arises. I have personally used Advantage wealth Management for a number of years now and have seen my pension and other investments grow though careful management year in year out even during difficult world economic times. John always comes over as being very knowledgeable and up to speed on current financial markets and information regarding investing in the current financial environment. Having been investing through Advantage Wealth Management for some years now I have highly recommended them to numerous work colleagues, friends and family as to the quality and professionalism of their service of whom many have made their own decision to invest their pension pot's through Advantage Wealth Management themselves.
Alan & Donna M
Advantage Wealth Management is a small but extremely dynamic & forward-thinking local business, with a warm & friendly but reassuringly professional approach.
Since becoming a client, I have found the service provided by John, to be second to none. He has gone to great lengths and always taken the care & time needed, to ensure I had peace of mind at every stage but also continues to show the caring, professional attitude I now find synonymous with Advantage Wealth Management. I cannot recommend this company highly enough! Any clients should be happy in the knowledge, all their financial needs will be taken care of, always.
Gillian R
(Business owner)
I transferred my SIPP to Advantage Wealth nearly 3 years ago now, from a large, well known group of IFAs based in Edinburgh. Advantage Wealth's proactive approach has been refreshing and I wish I had made the change sooner. I appreciate that I can speak to John or Nicola at any time and get advice on a range of financial issues or plans. I have now recommended them to close friends and family.
Graeme & Moira
As first time buyers we were not fully aware of the process involved in buying a house. John & Nicola talked us through the application and were always available to discuss any queries that we had along the way.
They also explained to us the benefits of ensuring that we were both adequately protected. We feel much more comfortable that if anything happens to one of us the mortgage will be paid off. Also it was important to protect our income to make sure if anything happened we were still able to pay the mortgage.
Great level of advice and we would definitely recommend to any first time buyer.
Mr G Dixon & Ms K Hopkinson
John at Advantage is a pleasure to deal with. He genuinely listens to the needs and concerns of his clients and handles questions in a patient and reassuring manner. We feel excited and confident about working towards our financial goals with John's guidance - thank you.
Elliott & Charlotte
(Young professionals)