Arundel Wealth Management Ltd (AWM) is celebrating 10 years of providing a unique service proposition to individuals from the world of sport, media and entertainment, and high net worth individuals from the world of Business.
You might wonder why you would need one of our advisers, or what they can do to help you now or in the future?
We have a genuine care for all our client's and recognise that each client is different and has their own individual, financial goals and earn different amounts of money at different stages of their careers. We therefore tailor our service, fees and advice accordingly. This is achieved by offering a ‘bespoke financial service’ which primarily stems around the clients financial planning requirements during and after their career ends.
The majority of our clients choose one of our ‘Ongoing fee agreements’, which can if required, include AWM co-ordinating, meeting, and working closely with clients other professional advisers to give peace of mind, so that ultimately they know that we are all working as a team on their behalf, which enables them to concentrate on achieving career ambitions without the worry of managing everyday finances and planning for the future. There is also a transaction based service that we offer that suits those clients who wish to manage their own affairs.
The team at AWM have a vast knowledge of the needs that all our clients have and when appropriate use our preferred partners.
In sport and in business, our financial planners have many years of experience in helping and advising clients from young to old. With current needs and those planning carefully for the future, we have an understanding that circumstances can change very quickly with the ups and downs that can and usually do, occur during a career.
The result is a unique, professional, strictly confidential and independent wealth management service with the potential for outstanding financial returns and uniquely, a commitment to close personal service that is second to none.
Our clients' financial planning strategy is constantly under review and with our carefully selected partners, we have formed a strong team that can give individual advice and guidance as careers progress.
Offering a unique and comprehensive independent financial planning service for all clients', we sit down with every client and comprehensively plan, the short, medium and long term financial strategies applicable to their individual careers and needs, including:
- Life and critical illness protection
- Income protection/career ending insurance
Your home may be repossessed if you do not keep up repayments on your mortgage
- Pension planning/tax efficient planning
The Financial Conduct Authority does not regulate taxation & trust advice and deposit accounts
- Investments/regular savings/property/Limited Company Investment
The value of your investment can go down as well as up and you may not get back the full amount invested
Property investments are specialised investments and may be difficult to realise and their value is subject to independent valuation.
- Wealth generation and preservation
- Cashflow forecasting for retirement
If you would like to hear more about the unique service we can offer to you as a client, please do not hesitate to contact us via our 'Contact Us' section.
We look forward to hearing from you.