Our Clients
Our clients are diverse in terms of age, professional income and wealth. The thing that they all have in common is that they are determined to do the best they can for themselves and their family by maximising the benefits of financial planning and the use of pension freedom.
We work in close partnership with our clients, developing financial strategies that can flex with each change in their personal or professional lives.
We know that it is important to create plans that are flexible enough to deal with a move from one financial life stage to another, and to cope with a life changes that comes with a marriage, children and of course the all-important Pension planning.
Whatever it takes, Advies Wealth and its experienced staff, will be alongside you to ensure that the right plans are in place to give you every chance of meeting your financial goals, whatever they may be.
Our pension and retirement clients are very important to us. We take great care in ensuring that any client transfers which can come from some of the UK leading companies, including Jaguar-Land Rover, BP, Shell, British Steel, Scottish Power, British American Tobacco, Barclays Bank, and the Ford Motor Company to name a few, are given the best possible advice when they consider whether a pension transfer is the right action for them, and their loved ones.
Advies Wealth works closely with the leading SIPP and Personal Pension providers in the UK and have close connections with FCA approved Discretionary Fund Managers if the client requires bespoke active management of their valued portfolio.
We know that you, the client deserves the very best and we pride ourselves in a very personal service from the outset. From the very first meeting you be allocated a contact within Advies Wealth who will ensure you have nothing less than a prompt and efficient service as you rightfully deserve.
