Established in 2011, Attain Wealth Management Ltd evolved from the desire of the founders, Gordon Crothers and Robert Price, to provide a truly client focused service to all clients. Since then Attain has quickly grown by attracting other similar minded financial advisers. Attain’s primary aim will always be to provide you with outstanding service and advice on every aspect of your finances and life.
Attain’s founders met over 20 years ago during their first year at University whilst reading Financial Services and since then have shared the same ideology and professional approach to client service. This has served as the foundation for our company. Attain Wealth Management provide exceptional levels of service to all clients, along with advice that is not complicated or confusing, and we encourage all clients to become fully involved in their life journey planning.
With a well-established team of advisers and support staff, who have in excess of 70 years combined experience in advising private, corporate, trust, sports and media clients, you can be confident in our expertise and knowledge to help you achieve financial stability and success.
Treating Customers Fairly:
Treating Customers Fairly is a new initiative introduced by our industry, although in practice for Attain's advisers it has existed for many years and it aims to put into words what our clients should expect from the service they receive. At Attain Wealth Management we believe strongly that all clients deserve to be treated fairly and with honesty and we are proud to stand by the following statements.
Your needs and wishes will always come first.
We will always listen and endeavour to respond to your requests within a reasonable timescale.
We will not knowingly provide misleading or inappropriate advice.
We will treat you as we would want to be treated ourselves.
We will clearly explain how the advice process works and engage with you at every stage in this process.
We will report to you how we are paid and any fees we may receive in a clear and transparent manner.
We will treat your data with the utmost confidentiality.
We will be friendly and polite at all times.
We will act on your instructions within agreed deadlines.