Advantage Wealth Management Financial Advisers

 

 

Our aims are the same as yours – for pensions and investments we look to ensure a strong level of return - for mortgages, insurance and protection we want to get the best rates on the market. 

Reliable financial planning is an important step to securing the future and lifestyle you desire. As Independent Financial Advisers we are not restricted to specific providers or products. Being impartial opens the whole market to our research and analysis, enabling us to provide the best service to meet your aims and objectives. 

We will help you to identify your needs and will ensure our advice is tailored to your unique circumstances. We have a diverse client portfolio ranging in age from 8 to 98 and take pride in recognising the varying requirements of each age group. For AWM these relationships are the most enjoyable part of the growth of our business.

We are particularly proud of our exceptional knowledge of the mechanics of the finance industry and of the performance of our investments. In addition, we use the highest quality technology and analysis tools to ensure everything we do is best for our clients. 

It is important you choose a company with the expertise to grow and protect your most important assets and while many companies compare themselves favourably against any number of market indices, AWM monitors our performance against all other financial advisers. To see how we perform please click here.

Central to everything we do is you, the client. The benefit we have as a small company, is that we are not beholden to shareholders or sales targets and can place your needs ahead of everything else. We are service driven rather than profit driven. If you would like to find out more about how we can build a financial plan that prioritises your needs we would love to hear from you.

We understand that choosing where to entrust your finances is a serious decision. Before speaking to us please feel free to read our client testimonials to see what other people are saying about us. 

We look forward to hearing from you.