Aevitas Wealth Ltd

Independent Aevitas Wealth Ltd, 5-7 Court Road, Mid Glamorgan, Bridgend, CF31 1BE
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Richard Edwards MD
Managing Director
Where to find us

Aevitas Wealth Ltd, 5-7 Court Road, Mid Glamorgan, Bridgend, CF31 1BE

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£50,000
Minimum mortgage value
£0