Aqua Wealth Management Limited

Independent Financial Adviser  Heath House, St Albans, Herts, AL1 4AP
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FCA authorised
Last authorised 18th October 2021
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Corporate pension
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Employee benefits
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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
Meet our advisers
MR Christopher Pearce
Director
MR Dominic Basilea
Director
MR Charles de Lastic
Financial Adviser
MS Tania Greenfield
Financial Adviser
MR Ian Baker
About us

We are a local business focusing on the financial goals of our clients, to meet their needs in an ever changing environment. We have no restrictions on the type of clients and we look to give a clear and transparent outlook to everyone’s financial circumstances.
We provide the first consultation to determine the client’s needs at our expense and we look to create a relationship that will lead to have a client for life.
We build our reputation and business on recommendations, so we deliver the most highly professional services that our clients deserve.

Our services

We strive to deliver excellent customer service, making it easy for you to control your finances and put together private and corporate client strategies. We provide you with regular reviews constantly looking to improve your situation.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Heath House, 156a Sandridge Road, St Albans, Herts, AL1 4AP

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