Aquarius Wealth Management Limited

Independent Financial Adviser The Innovation Centre, Birmingham, West Midlands, B31 2TS

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FCA authorised

Last authorised 14th June 2021

Good, honest, down-to-earth, understandable, affordable & independent financial advice!

We can advise you on

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Pensions & retirement

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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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SIPPs

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Stakeholder

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Mortgages

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Buy my next home

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Buy to let

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Buying commercial property

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Buying first home

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Equity release

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Next home / Remortgaging

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Self-employed mortgages

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Financial planning

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Wealth management

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Investments

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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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OEICs

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Offshore investments

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Unit trusts

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Savings

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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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Insurance & protection

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Accident & sickness

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Buildings and contents

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Critical illness

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Healthcare

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Income protection insurance

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Large business

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Life insurance

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Small business

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Tax & trust planning

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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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Business

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Commercial mortgages

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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 income protection

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Group life insurance

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Group private medical insurance

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Long Term Care

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Long term care

Meet our advisers

MR Andrew Saunders DipPFS

Independent Financial Adviser

MR Peter Skidmore B.ed Dip PFS B.ED, DIP PFS RLP AIPW

Managing Director

About us

AWM provide a FREE first meeting with no-obligation.

We keep things simple, leave out the jargon and communicate with you in terms that you can understand.

Our services

You talk with us about your goals, dreams and aspirations. You build your financial plan with our help to suit YOUR objectives and timescales - not the other way around.

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Advice methods

Telephone
Face to face

The Innovation Centre, 1 Devon Way, Longbridge Technology Park, Birmingham, West Midlands, B31 2TS

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