AWS Advice

How we add value

At AWS Advice, our skilled team work hard and smart to help create, grow and preserve your wealth, delivering a highly personal service. Our intention is always to add real value to our clients’ financial matters.

It’s all about the people

There are several things which set AWS apart from other advisers, and they all combine to provide our clients with a first-class service and unarguable results. We have built a hand-picked team of the very best people. We’re a diverse bunch in many senses but with some crucial shared traits. We’re knowledgeable and skilful, likeable and loyal, tenacious and committed, discreet and professional and never complacent. We are very conscious of the privilege of being appointed the guardian of our clients’ financial futures.

Access to leading sector experts

Offering a holistic service to our clients is one of our fundamental aims. While we wouldn’t wish to be known as ’everything under one roof’, we have built up a select network of tried-and-tested professionals who we can call upon for expert advice and support. We have excellent relationships with specialists in trusts, probate, tax, accountancy, conveyancing, law and HR.

Fingers on the pulse of IT

In today’s Information World, we invest heavily and judiciously in hardware and software, infrastructure and security, to ensure our processes are robust, reliable and responsive. We have powerful technology at our disposal which enables us to directly help clients plan their financial future.

Our lifetime financial modelling program helps us to bring your figures to life, so you can see your balance sheet today and how it will evolve into the future. And our powerful data system holds records of our clients’ investments, cash, bonds, savings, ISAs, pensions and mortgages all in one place. It’s an invaluable tool which helps us to help you.

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The power and resources of the Openwork network

We have made a positive choice to invest in Openwork membership because of the extra benefits it brings to our clients, namely:

  • A robust vetting process for all products and investment solutions
  • Safety – through independent checks on our client work
  • Regulation – ensuring we comply fully with all regulations, and stay informed
  • Peace of mind – with the backing of this large company, we can provide our clients with additional peace of mind