AWMS

AWMS

0141 354 1535

info@awms.co.uk

Our Services

awms

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Advice & Wealth Management Solutions has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 20 years and throughout this period we've developed many good friendships.

Advice & Wealth Management Solutions offer both personal and corporate advice on a whole range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation
  • Protection against critical illness
  • Income protection
  • Inheritance Tax and succession planning
  • Long-term care
  • Private medical insurance
  • Family protection life assurance
  • Personal Injury and Criminal Injury Trust Planning
  • Pension Sharing on Divorce
  • Ethical Investments

Corporate

  • Auto Enrolment
  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Group and executive Pension Schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required
  • Charities

Check out our Knowledge Centre for further information

Not all tax planning, inheritance tax succession and personal injury and criminal injury are regulated by the FCA.

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