What we offer
We offer all of our clients the benefits of
- an efficient, professional financial planning and advice
- a service which retains the personal touch
- costs and charges which are controlled, discussed and agreed with you
- confidentiality and trustworthiness
- the benefit of our years of experience and study
- research and administration with techonology which works for you
to prepare and maintain 'a plan specific to you'.
Areas of specialisation
AWA is a Wealth Management practice, with extensive holistic financial planning and advisory experience.
We offer specialist advice in the following areas:
- Pre- and post-retirement planning for income and capital growth
- Inheritance Tax mitigation
- Risk-graded Portfolio construction, management and review
- Succession and estate planning
- Lifetime mortgages and income enhancement
- Commercial lending
