Mr & Mrs S

Before I discovered Forty Two Wealth Management my investment portfolio and financial planning was chaotic. I had a plethora of unit trusts, shares, various bank accounts and general investments that were spread far and wide and almost impossible to track. Forty Two Wealth Management took careful note of my risk profile and based on that, … Continued

Meg

I have been very pleased with the attention to detail which Alan displays and particularly liked the fact that he was careful to assess the level of risk I felt I could cope with at the beginning of our association. When I have my regular review with him he explains carefully any changes to my … Continued

John & Evelyn

My wife and I began our relationship with Alan Dick then of JRD Partnership in 1995. At that time our careers were growing along with increases in our incomes and we wanted to plan for an early retirement, if possible. Alan’s approach was very professional; he took a very understanding approach attempting to identify our … Continued

Ian & Olivia

We have worked with Alan on our financial plans for a number of years now and find him to be an extremely knowledgeable and competent person. His quiet, efficient manner instils confidence that he ‘knows what he is talking about’ and perhaps more importantly, he can explain the intricacies of financial planning at the right … Continued

George & Susan

My wife and i have known Alan since he was at primary through his accountant father, thought he could have made it as a musician but seems has done better in the financial world. We have received excellent advice via pension planning and preparation. I do not normally put all my trust etc. into financial … Continued

Duncan & Mary

We have been clients of Alan since 1998, and since then have benefited greatly from his impartial advice and guidance regarding our finances. Both myself and my wife appreciate the way in which he demonstrates his professional expertise. The annual review keeps everything in context and allows us to plan for the future, in the … Continued

David & Alice

I was amongst Alan’s first clients and our long term relationship has grown into a trusted friendship. I have watched his family grow, as he has mine, as well as his business grow and in to-days volatile market place it gives me pleasure to see Alan go onwards and upwards “Ad Astra” to the stars. … Continued

“Forty Two allows me to relax knowing that my financial affairs are in good and trustworthy hands”