Who we are
Based in the heart of the city of London, we are a financial planning practice providing wealth management services to private clients. We’re a team of highly experienced and knowledgeable people, specialising in creating and implementing strategies which help you build your wealth and reach your personal objectives and goals.
What we do
We offer strategic and holistic financial planning advice which is thoughtful, refreshingly clear and highly focused on your individual needs, aims and objectives. Because each person’s circumstances are unique to them, our support and advice are tailored to your lifestyle, financial goals and aspirations. We listen, we think and then we deliver.
The AWS Wealth Service
Our Wealth Service is at the heart of our interaction with clients. It’s all about building strong, successful relationships which make a real difference to financial outcomes. Our clients value the reassurance and security this brings. Keeping your financial plan under regular review and on track, and always being accessible provides you with invaluable peace of mind.
Our range of services
Whatever your needs, we can meet them through our specialist knowledge and experience.
Strategic financial planning
Investment and tax planning
Pensions and retirement planning
Estate planning
Protecting your family
Mortgages