Financial Adviser Services

What our Clients say

Excellent Advice

“I was introduced to Marvin in 1997 when I was a Senior House Officer. His advice has always been excellent and I cannot recommend him highly enough.”

John L Probert

Helped us to grow and enjoy our investments

“We first met Marvin in 1995 when we sold our business in the US. He is extremely professional and has always gone the extra mile for us when needed. He has helped us to grow and enjoy our investments in the good as well as the difficult times. Over the years Marvin has become a trusted close business friend and we would recommend him and Old Bank Wealth Management without reservation.”

Russ & Barbara Dopson

Clear and common sense personal and business advice

“Marvin was referred to me by a close business associate in 2009. He has provided clear and common sense financial advice in both my personal and business affairs. His office manager Tracey and support staff, provide an excellent administration service and I would not hesitate to endorse their personalised, professional and friendly approach.”

William Bartholomew

Good financial advice and an efficient service

“I am delighted with the work Marvin has done for us over the years and wish we'd met earlier. It's good financial advice and an efficient service that I would recommend to people at any stage of their life. When you're younger there's a tendancy to think I'll get around to it later. I'm now in my 50's and realising life moves on so quickly. The key is having confidence in the advice being given.”

Mr C H

Over 20 years of good financial advice

“Marvin has provided me with good financial advice for over 20 years and is still advising me on essential policies and pension planning opportunities. Obviously, I highly recommend his personal service and value the fact he has maintained continuity throughout the different organisations he has worked with.”

Dr Richard Spence

Excellent advice on our investments and pension planning

“Marvin has been our Financial Adviser for over 18 years, during which he has given us excellent advice on our investments and pension planning in a professional and friendly manner.”

Mr & Mrs J P

Professional, personal and friendly service

“I have been a client of Marvin Evans for 7 years and during this time I have received a very professional, personal and friendly service. I am confident that my finances are in excellent hands as all aspects of my circumstances are discussed in detail and I trust in his recommendations. I am very pleased with all Marvin and Old Bank Wealth Management have done for me. Nothing seems to be too much trouble. I would feel confident in recommending them to others.”

Mrs E Jones

The value of investments and income from them may go down. You may not get back the original amount invested.

A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement., future interest rates and tax leglislation.