About us

Arundel Wealth Management Ltd (AWM) was founded in 2007 to provide clear and straightforward financial planning advice, with a unique client service. We provide a comprehensive advice service for a limited number of individuals and families, covering all aspects of their finances.

We design a financial plan which is bespoke to you. It takes account of your current situation and your longer-term ambitions and objectives. We design a roadmap to help achieving them.

The plan can cover all aspects of your finances including but not exclusively:

  • How much you will need to be financially independent
  • Life Insurance
  • Income protection/career ending insurance
  • Critical Illness Insurance
  • Key Person Insurance
  • Mortgages (Your home may be repossessed if you do not keep up repayments on your mortgage)
  • Pensions (The value of your investment can go down as well as up and you may not get back the full amount invested)
  • Savings & Investment Advice (The value of your investment can go down as well as up and you may not get back the full amount invested)
  • Estate Planning (using external preferred partners where applicable)
  • Wills, Lasting Power of Attorney, Trusts & Inheritance Tax Planning
  • Business investment 
  • Business succession planning
  • Career counselling
  • Investments/regular savings/property/Limited Company Investment

Your property may be repossessed if you do not keep to the repayments on your mortgage

Property investments are specialised investments and may be difficult to realise and their value is subject to an independent valuation summary.

A successful financial plan needs to cover a range of possible outcomes and be flexible. Regular plans and client communication help keep everything on track.

We are fully independent (so have no 'products to sell') and treat all clients fairly and as individuals.

We work with our client's other professional advisers when appropriate to provide peace of mind that there is a team with wide ranging expertise, working on your behalf. This allows our client's to concentrate on achieving career or life ambitions without the worry of managing everyday finances and planning for the future.

If you would like to hear more about the unique service we can offer to you as a client, we welcome all enquiries. Please contact us via our 'Contact Us' section.

We look forward to hearing from you.

Jon Alexander

Founder & Managing Director