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 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
AWMS made it all seem so easy and provide an excellent service. I cannot recommend them highly enough.
D McLaughlin, Glasgow
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. I would recommend them to anyone and cannot fault their professionalism.
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. To date, there financial recommendations are proving to meet our requirements.
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. I am continuously amazed at the current knowledge the advisers are able to provide about tax issues, ISA's and estate planning. My adviser gained my trust and confidence within our first meeting and our friendship continues to flourish - I am proud to be a client of AWMS.
Dr M Marck, Senior Lecturer
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, portfolio management or purely guidance and recommendations. We haven't had an investment yet that has not exceeded the benchmark for financial return.....well pleased.
John & Edith, Retired