Aevitas Wealth Ltd

Independent Financial Adviser  Aevitas Wealth Ltd, Mid Glamorgan, Bridgend, CF31 1BE
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Richard Edwards MD
Managing Director

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

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.

Where to find us
Head office address: Aevitas Wealth Ltd, 5-7 Court Road, Mid Glamorgan, Bridgend, CF31 1BE
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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