Aevitas Wealth Ltd

Independent Financial Adviser Aevitas Wealth Ltd, 5-7 Court Road, Mid Glamorgan, Bridgend, CF31 1BE
First meeting at adviser's own cost
Response rating
10/10
FCA verified
18th June 2018
Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • 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
    • EEA
    • Long term care
Meet our advisers
Richard Edwards MD
Managing Director
Where to find us
About us

Our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and personalised services, Aevitas is truly committed to providing a wealth management experience that is as comfortable as it is productive.

Our services

We listen to you to discover your goals and aspirations. We will then work with you to prepare a realistic and achievable planning strategy. LifePlan is all encompassing, including every financial consideration - from retirement planning, to risk management, from cash flow planning to debt management, from taxes to charitable giving, and more. The process does not end there - we will continue to evaluate your LifePlan throughout your life stages and will monitor the progress to ensure you remain on-track to meet your goals and achieve your dreams.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£50,000
Compliance

The value of your investment can go down as well as up and you can get back less than you originally invested. Past performance is not an indication of future performance.

Aevitas Wealth is an appointed representative of Glamorgan 1:1 Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority FCA number 531577.

Registered in England and Wales Co No. 07163802.

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