AWA Wealth Management

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Contractors & Consultants

One of our key client sectors encompasses owner/manager companies, contractors, consultancies and “personal service companies”.

If you are an owner/manager of one of these types of organisations, your ability to control your tax affairs adds an extra dimension to your ability to plan. The emphasis here falls on how your business arrangements dovetail with your personal wealth arrangements. Having worked closely with many such clients and their accountants, we are extremely well placed to give you advice.

Please contact us for further details on any of these specialist subjects.

We are very happy to work with your other professional advisers, such as your accountant, to ensure that you business and personal financial planning are joined up.

Employers

For larger companies AWA provides a range of services including:


•  Group life insurance schemes
•  Keyman insurance
•  Shareholder option insurances

Individual Clients

Individual Clients

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Process Planning

Planning Process

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AWA Wealth Management is a trading name of AWA Financial Solutions Limited, which is authorised and regulated by the Financial Conduct Authority (425739). Registered Address: 2 Church Street, Burnham SL1 7HZ. Registered in England & Wales, No. 5250768

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