We are a firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Sidcup, from where we provide advice to clients across London and the South East of England. Our work always starts with a comprehensive analysis of a client's financial position, leading on to a broad discussion about lifetime and financial goals.
Pension and Investment Advice - reviewing existing plans as well as arranging new products and portfolios. Pension and Investment Fund Management - ongoing advice and management of pension and investment plans. Significant Changes in Circumstances - for example, through ill-health, bereavement or through receiving an inheritance.
Pension and Investment Advice - reviewing existing plans as well as arranging new products and portfolios. Pension and Investment Fund Management - ongoing advice and management of pension and investment plans. Significant Changes in Circumstances - for example, through ill-health, bereavement or through receiving an inheritance.
Services
Spend less than you earn - Proverbs 25:28 "Like a city whose walls are broken down is a man who lacks self-control" - this is a simple financial planning principle but it is worth endorsing time and again. The start of good financial planning is to ensure that you do not overspend and that you are able to manage within the constrains of a budget.
We are an independent, owner managed firm which prides itself on forming strong client relationships. We always aim to deal with our clients as individuals - a name, not a number. Money, wealth and possessions are very personal issues and they need to be treated with professionalism, combined with sensitivity and understanding.
Martin is married to Andrea with two boys, Edward & Toby and their current dog Bubbles. They attend St Peter's Church in Hextable. Martin has been an Independent Financial Adviser since 1986. Having worked for several other organisations, he established his own advisory firm in 1996. The firm he established was continued and strengthened in 2010 when he joined forces with Gary Wilson to establish AW Financial Management LLP.
When you arrive at River House, pull into the main entrance where there are some spaces for clients to park. If there aren't any spaces left at the front then simply call us (01322 669 059) and we will be able to direct you to alternative parking. Please simply insert your starting point address and hit 'enter' or 'return' on your keyboard.
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