Response rating
7.0/10
FCA verified
24th July 2017

AD Wealth Limited

Independent Financial Adviser West One, 114 Wellington Street, Leeds, West Yorkshire, LS1 1BA
First meeting at adviser's own cost
Our clients choose us because we provide guidance, clarity and a relationship built on Trust
We can advise you on
    • Corporate pension
    • Group life insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
Tony DeCunha APFS
Director and Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
We have great confidence in dealing with AD Wealth who are thoughtful and insightful with regard to our needs. Our investments are handled well; they have demonstrated sound financial ability, make regular visits to our home and are readily available by telephone. We can enjoy our retirement without feeling the need to keep our eye on the financial ‘ball’ on a daily basis"
David and Diana Sumner, Marple
We decided to move from a large national firm of financial advisors because we grew tired of the constant personnel changes. We wanted a firm with enough resources to cope but small enough to really care and we have found that in AD Wealth.
John Jenkinson, Managing Director, Galaxy Insulation and Dry Lining (South Yorkshire) Ltd, Sheffield
AD Wealth take the time to understand what we want from our finances and develop clear, measurable strategies. It has made us think about the purpose of money; not for just investing and accumulating as an end goal. They set goals, schedule reviews and keep a close eye on external factors as well as fund performance. Being fully aware of our financial position lets us relax as a result.
John and Susan Hancock, Pontefract
Where to find us
About us

AD Wealth is an independent firm of CHARTERED FINANCIAL PLANNERS looking after the financial affairs of a small number of individuals and families. We deliberately keep this list small so that each one of our clients receives our full attention. We plan to remain small enough to provide an individual and personal service unlike at larger firms where the client is an 'account number' rather than a person.

A husband and wife team, we established AD Wealth in 2013. We have over 40 years combined experience in financial services.

Our objective is to help people to make good financial choices. We can help you to understand what money means to you, how it fits into your life and what you need to do with it to achieve your goals and ambitions.

Our services

We are good at building strong enduring relationships to ensure that clients instinctively turn to us for support on their most important and challenging issues. To achieve this requires a constant focus on our clients and a deep understanding of a wide range of financial planning issues. We are also good at understanding people, and knowing what matters most to them.

Our way of working is to look at how your assets need to support you and your lifestyle into the future, and use that knowledge to inform the financial decisions you make today.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Compliance

AD Wealth Limited is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number: 606614. Registered Address: West One 114 Wellington Street Leeds LS1 1BA. Company Registered in England Registration No. 08629404. The guidance and/or information contained in this site does not constitute advice is subject to the UK regulatory regime and is therefore targeted to consumers based in the UK. The Financial Conduct Authority does not regulate Taxation and Trust Planning services.

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