AWMS

AWMS

0141 354 1535

info@awms.co.uk

About Us

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.

Impartial advice of the highest quality

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.

Meet The Team

Contact Us

Advice & Wealth Management Solutions LLP
272 Bath Street
Glasgow G2 4JR

Tel: 0141 354 1535
Fax: 0141 354 1536
Email: info@awms.co.uk

Financial News

Testimonials

  • My adviser spent a great deal of time asking us questions to ensure he fully understood out financial situation and our expectations for the years ahead. He used that information to devise a suitable plan for our investments.

    Steve, Medical Illustrator

  • AWMS made it all seem so easy and provide an excellent service. I cannot recommend them highly enough.

    D McLaughlin, Glasgow

  • AWMS has looked after my investments for a number of years and I have no problems in recommending them to others. They have always been very professional and helpful and they contact me on a regular basis to review my investments. I have also uses them for advice on investments for my grandchildren.

    Gavin, Company Owner

  • I have held various investments via my bank for a long time and had lost track of what I had as they had stopped providing any ongoing advice. AWMS spent a long time writing to companies and finding out where I stood. They put in place a new plan paying me a monthly income and I am delighted to have the weight off my mind.

    Mrs. E Beattie, Falkirk

  • AWMS have proved to be very able and efficient in our dealings with him in regard to savings and investment planning. They also demonstrated a flexibility in dealing with our specific circumstances I.e. Residing on a remote Scottish island where travel and communication can prove problematic. For example, they flew to a neighbouring island for our initial meeting with him.

    Mr C Stevenson, Retired

  • I have been relying on the professional services and expert advice from AWMS for many years. The financial advice and strategies to manage wealth have been outstanding. The advisers are knowledge experts with an in-depth competence about all aspects of investing, pension and wealth planning.

    Dr M Marck, Retired

  • The AWMS adviser has been our IFA for over 15 years and he has always provided sound financial advice and guidance with our investments in all that time. The service has been excellent, whether through regular investment reviews which provide you with detailed levels of information about each of your investments, or just the fundamental requirement for general financial advice.

    John & Edith, Retired