Financial Planning - Independent Financial Advice - Investment & Wealth Management

We are a firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Sidcup, from where we provide advice to clients across London and the South East of England. Our work always starts with a comprehensive analysis of a client's financial position, leading on to a broad discussion about lifetime and financial goals. We deal with clients from all types of backgrounds but we can add particular value in the following areas:

  • Pension and Investment Advice - reviewing existing plans as well as arranging new products and portfolios
  • Pension and Investment Fund Management - ongoing advice and management of pension and investment plans
  • Retirement Planning - both pre and post retirement
  • Significant Changes in Circumstances - for example, through ill-health, bereavement or through receiving an inheritance
  • Inheritance Tax Planning - advice & solutions to mitigate Inheritance Tax
  • Life & Health Insurance - review existing plans as well as advice and implementation of products to provide a suitable level of financial protection
  • General Financial Planning - including tax planning

We offer a half-hour first meeting free of charge to help us assess your situation in order to establish how we can best add value. We are also able to discuss our services and the costs involved at this free initial meeting, before any fees are agreed.

Please feel free to contact us to discuss how we might help you.

Contact Us:

01322 669 059
or email us via this link

How To Find Us:

Please click the image above to be taken straight to our location on Google Maps. Alternatively, for more detail please click here.

Hear From Our Clients:

We pride ourselves on providing high quality service to our clients. To hear what some of our clients think, click here.

Ethical Investing:

Here at AWFM we offer clients the option of investing their money ethically. To find out more about Ethical Investments, click here.

Our Services:

To find out more about what service we can offer you, click here.

Technical Information:

To read our 'Fact Files' on key financial products, planning issues and changes in legislation, click here.