Professional & Approachable
From our offices in Sunningdale we work with clients throughout not only Berkshire but London and the South East. We are dedicated to helping our clients identify and achieve what matters most in their life.
We realise that every situation is different and every individual is unique. That’s why we provide personal recommendations, customised to your specific needs. Working with you over the years we will ensure you feel confident, comfortable and in control of your financial future.
Our Clients are at the heart of the business. Great Clients deserve a great team to support them. All of our advisers and client service team are committed to delivering a consistently high level of service and maintaining the highest professional standards.
Personal service, delivered by a dedicated team. We don’t use a computerised switchboard, every call is answered by someone who wants to help promptly and efficiently.
If you are interested in joining the team please see our careers page for current vacancies
- Role:Managing director and senior adviser
- Advisor since:1986
- Interests:Cycling, skiing, motorbike tours
- Rob Says
“Most people do not fully appreciate the peace of mind that comes with a financial plan....”
Rob was previously MD of Sweeting Smedley Paulding & Co Ltd for 16 years, before aquiring AWA in 2010 and merging the businesses in 2011.
Working with clients is the best part of this business. We are happy to spend as much time as our Clients need, to ‘coach’ as well as give advice, to help get our clients where they want to be.”
- Team Member since:2001
- Interests:Cycling, Cycle Tour Holidays and Baking
- Lija Says
“I could have won the Great British Bakeoff, if I had been in it!”
Before AWA, Lija worked with Rob and Graham at Sweeting Smedley Paulding & Co. Ltd.
One of the best parts of working with Rob and the team is knowing that I play a part in helping clients achieve their financial goals.”
- Advisor since:January 2018
- Team Member since:August 2016
- Interests:Herding cats (two primary school children to organise and entertain!)
- Heather Says
“I aim to make the complex simple, helping you understand enough to make fully informed decisions about your money without getting lost in the irrelevant detail along the way.”
Heather joined AWA in 2016 as a Paraplanner, a “back-of-house” technical support role. She quickly showed excellent promise as an adviser and was promoted internally in 2018. Heather specialises in providing retirement and investment planning advice.
Financial planning is a journey best undertaken with a qualified and experienced guide, particularly when the destination can change as time goes by. Having a guide means you can be confident that you’re on the right path with someone who knows the terrain, has the specialist tools to pass even the trickiest obstacles and get you to your destination using the most efficient route possible.”
- Team Member since:April 2019
- Interests:Running and anything related to sausage dogs!
- Beth Says
“I love working with our clients, helping to put together their financial plans and making sure they feel comfortable, confident and supported when dealing with AWA”
Beth began her training to become a paraplanner 2015 completing her level 4 Diploma in Regulated Financial Planning in 2018.
We pride ourselves on helping clients achieve their goals through clear and professional financial planning with a friendly, family feel.”
- Team Member since:December 2019
- Interests:Family, sport, sport and sport (and back to family)!
- Peter Says
“I’ve always loved the behind-the-scenes technical analysis part of paraplanning – uncovering the essentials and presenting them simply and easily for clients.”
Peter has been a paraplanner since 2010. He previously worked for Parnell Fisher Child (which became part of 1825 Standard Life) for 19 years before joining the team at AWA in December 2019.
At AWA we are happy to go that extra mile for our clients to understand fully the financial journey they are on giving them the best service and advice available.”