Our Wealth Service starts with the creation of a strategy, which is brought to life through an ongoing service delivered by our expert and approachable team. We keep a close eye on the strategy and the performance of the various elements in the financial plan to ensure they remain aligned to your goals and are delivering the desired results. The service is underpinned by regular communication.
We spend time to first seek to understand you: your motives, desires, concerns and current position.
We use the considerable resources of Openwork, who are one of the UK’s largest financial advice networks, so that any product, investment fund/portfolio or tax planning solution, is regularly and thoroughly researched before they are recommended by AWS Advice.
Using our experience and skill, we pick and blend these products and services, design a strategy for you and keep you on track with our ongoing reviews to achieve your objectives.
We use sophisticated technologies to maintain records, and provide comprehensive reporting bespoke to individual client’s requirements.