AWMS

AWMS

0141 354 1535

info@awms.co.uk

How we are paid

scotland

On receiving an enquiry, one of our qualified Independent Financial Advisers will arrange a free initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.

After the initial consultation, we will discuss payment options to cover the costs of our services and will not charge anything until an agreement in writing has been reached.

Certain products – non-investment insurance policies and mortgages – can still pay a commission, and so we may work on the basis of a commission, a fee or a combination of both. As before, no costs are incurred without prior agreement, and all prospective earnings are disclosed before work is undertaken.

Fees may be subject to VAT at the prevailing rate, depending upon the type of work undertaken.

Clients pay for advice in three main ways:

Fees

Since 31st December 2012, it has been a regulatory requirement that the cost of all investment and pension advice be based on a fee rather than commission. Please contact us for further information.

Commission

We will always tell you about any commission we earn, and the cost of this commission paid out by the provider will normally be factored into the price or your product. These commissions vary with different products and providers but will be documented on the key facts illustration (KFI) you receive from the adviser.

Fees & Commission

By paying a combination of fees and commission, the adviser will rebate back into the financial products or hand to you some or all of the commission or offset it against the fee

Whether we take our remuneration by way of commission or fees will be a matter of discussion and agreement, and no charges for fees will be made without prior notification in writing.

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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