Personal Client Services

scotland

Common Sense advice

The foundation of the service Advice & Wealth Management Solutions provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Advice & Wealth Management Solutions has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

*Estate and Inheritacne Tax Planning and Personal and criminal injury are not regulated by the FCA.

Personal Client Advice

Investment strategies
Pension planning (including income drawdown strategies)
Tax planning strategies
Life and health insurance
School fees planning
Estate & Inheritance Tax planning*
Personal and Criminal Injury Trust Planning*

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