Comprehensive and Personal Client Services

We believe that professional financial advice can add significant value to the wealth of both individuals and businesses.

You might simply be seeking investment returns better than a bank deposit? Or to ensure your family will be protected should anything happen to you. Or to plan for retirement fund and understand your options. Or minimise inheritance tax. Or simply have a comprehensive ‘financial health check’.

Our structured planning process and personal approach will give you a clear understanding of your financial position, taking the uncertainty out of life. We will ensure you maximise the use of non-contentious tax breaks and establish investments in accordance with your personal risk tolerance.

AWA’s personal client services can broadly be described using two headings: Financial Planning and Investment Management.

The majority of our clients benefit from both these aspects of our service.

Over the past few decades, we have seen a change in our society: the onus is now squarely upon the individual to secure their own financial future.

Once state and employer pension provision took care of many needs. Today, individuals need to build and manage significant personal financial resources. Against a backdrop of ever more complex legislation and investment options, many people simply do not have the time or inclination to become a "financial expert" – which is where AWA comes in.

AWA's advisers bring you both professional expertise and many years’ practical experience. We have developed a proven advice process which ensures your requirements are fully identified and plans are put in place to meet your needs.