Advice & Wealth Management Solutions is a firm of Independent Financial Advisers. We combine Investment Management, Advanced Wealth Structuring and Relationship Management to help our clients achieve all that's important to them.
We understand the issues that affect successful people and have a deep knowledge of investment principles, tax rules and wealth structuring.
This knowledge, combined with experience creates collective wisdom which is the cornerstone of what makes us different.
We've been helping clients navigate complex financial markets over the last 20 years, managing in excess of £100m and our business has evolved primarily through client recommendations.
Based in Glasgow, and with clients throughout the UK we provide impartial, unbiased and objective Independent Financial Advice, with a view to protecting and enhancing our client's wealth and sense of well-being.
Our qualified Independent Financial Advisers cover the whole Financial Services market. Whether you are seeking to build an investment portfolio, creating a tax-efficient retirement strategy, or protecting the wealth you have built up we have the expertise to provide the answer. For the full range of services we offer check Our Services.
We are firmly positioned as a premier provider of Independent Financial Advice to both Private clients and Corporate clients. We understand the major financial decisions you make will have significant and life-changing consequences. It is therefore essential that you seek professional Independent Financial Advice from people you can trust.
At Advice & Wealth Management Solutions our highly skilled adviser's use state of the art technology enabling us to meet all of our client's financial needs both personally and corporately and achieve their objectives in the most cost-effective & Tax efficient way.
This is important because there are literally thousands of different options available and our clients want to be certain that any investment, pension, healthcare, or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our client's interests – not someone else's.
Our initial meeting is usually without charge after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our client's requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what's best for our clients and nobody else. And of course, we are prepared to work alongside our client's accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships and working closely with our clients enables us to help them fulfil and achieve their objectives.