Wealth Managers

Case Studies

We’re proud of the results we’ve achieved for our clients. Here are a few examples of how we’ve helped individuals and families achieve their financial goals.

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February 5, 2023 | Later Life Planning

Final Salary Transfer

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January 13, 2023 | Lifestyle Planning

Investment Planning

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January 13, 2023 | Later Life Planning

Pension Accumulation – Company Director

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What Our Clients Say

I highly recommend Ashley Edwards at Alex de Silva & Co. He was very thorough, professional, patient and helpful throughout the process of transferring a pension.

– E.Tapsell
First class professional service. Absolutely delighted with the services offered. Jonathan Teidy has been instrumental in building my property portfolio from 1 to 8 since 2017. Highly recommended to anyone who wants to get onto the property ladder or build up a property portfolio.

– B. Sivaraman
I have had 5 mortgages arranged by Jonathan Teidy at Alex De Silva in the past 7 years. I’m a happy returning customer because I appreciate the forward planning, reliability and efficiency of the entire team.

– Y.Tukmachi
I've recommended their services to many friends and colleagues. The team are knowledgeable, articulate and quick to respond. They always seem willing to go the extra mile to get things done and I will continue to work with them for many years to come.

– J. Bevan

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Case Studies

Final Salary Transfer

Investment Planning

Pension Accumulation – Company Director

What Our Clients Say

I highly recommend Ashley Edwards at Alex de Silva & Co. He was very thorough, professional, patient and helpful throughout the process of transferring a pension.

First class professional service. Absolutely delighted with the services offered. Jonathan Teidy has been instrumental in building my property portfolio from 1 to 8 since 2017. Highly recommended to anyone who wants to get onto the property ladder or build up a property portfolio.

I have had 5 mortgages arranged by Jonathan Teidy at Alex De Silva in the past 7 years. I’m a happy returning customer because I appreciate the forward planning, reliability and efficiency of the entire team.

I've recommended their services to many friends and colleagues. The team are knowledgeable, articulate and quick to respond. They always seem willing to go the extra mile to get things done and I will continue to work with them for many years to come.