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

7.0/10

10th December 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

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- EEA
Long term care
- Long term care

Meet our advisers

Richard Edwards MD

Managing Director

Qualifications & Accreditations Hide qualifications

Member of the Chartered Institute For Securities and Investments

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Where to find us

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

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.

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.

We can advise you on

Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- EEA
Long term care
- Long term care

Advice methods

Telephone
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

Contact options

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