We are totally focused on delivering a caring, proactive and personalised Wealth Management service to a select group of individuals, families & business'. We are a dedicated team of qualified professionals with complementary skills and expertise, who have worked together for a number of years. We will work with you wherever is convenient and practical given your lifestyle and where you live.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us. Advice & Wealth Management Solutions work in partnership with our clients. We can provide you access to, or work in conjunction with your professional advisers such as solicitors and accountants.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us. Advice & Wealth Management Solutions work in partnership with our clients. We can provide you access to, or work in conjunction with your professional advisers such as solicitors and accountants.
Services
We'll work through any difficult decision, cut through the jargon, giving common sense advice and help you stay disciplined. We'll also create a picture of your wealth over time that is easy to understand and which will become the core of all financial decisions. To make working easy, effective and enjoyable as possible we have developed a structured process.
We are delighted to announce our partnership and association with our chosen charity Calum's Cabin. When we decided as partners that we would like to help a charity there was no doubt this was our first choice. All the partners and staff member of AWMS have young children ranging from the ages 1 to 20 years old and therefore a children's charity was important to us all.
On receiving an enquiry, one of our qualified Independent Financial Advisers will arrange a free initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.
After the initial consultation, we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
After the initial consultation, we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.Certain products - non-investment insurance policies and mortgages - can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both.
With the help of our suite of cashflow planning tools, we produce precise and straightforward reports to represent your finances and to keep you involved in the financial planning process. Produce an analysis of your personal expenditure, balancing your cash inflows and desired cash outflows.
Develop an investment strategy for your capital and surplus income in accordance with risk/reward, flexibility and accessibility with which you are comfortable.Cash flow planning is vital if financial objectives are to be achieved. It is also important to be specific; for example, it is not enough just to say "I want to have enough to retire comfortably", you need to think realistically about how much you will need.
Develop an investment strategy for your capital and surplus income in accordance with risk/reward, flexibility and accessibility with which you are comfortable.Cash flow planning is vital if financial objectives are to be achieved. It is also important to be specific; for example, it is not enough just to say "I want to have enough to retire comfortably", you need to think realistically about how much you will need.
My adviser spent a great deal of time asking us questions to ensure he fully understood out financial situation and our expectations for the years ahead. He used that information to devise a suitable plan for our investments. AWMS has looked after my investments for a number of years and I have no problems in recommending them to others.
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