Asset Wise Associates Ltd

Independent Financial Adviser  10 Wingbury Courtyard Business Village, HP22 4LW
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FCA authorised
Last authorised 26th October 2020
Paul is our Pensions and retirement expert. Debbie specialise in investments and trusts. Call us on 0129668833
We can advise you on
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Annuity purchase
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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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Equity release
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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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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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Long term care
Meet our advisers
Janet Arnold ACII DipPFS STEP Affiliate
Senior Adviser
About us

We are a local IFA providing a bespoke service to our clients, many of whom are long standing. For a free chat, call us directly and we'll see if we can help. With many years experience of the financial services industry, we provide a full review service for existing arrangements as well as advice for future plans.We specialise in Investments and Pensions for the pre and post retirement market for £100,000+ .

Our services

Paul Specialises in Pensions and Retirement and is a FCA Pensions Transfer Specialist. His key talent is explaining the complex world of pensions in a simple and easy to understand way, which is borne out by the many reviews. Debbie and Janet specialises in investments, trusts and tax planning. Janet is an Accredited Member of the Society of Later Life Advisers (SOLLA) and an Affiliate of the Society of Trust & Estate Practitioners (STEP).The Asset Wise advisers have a wealth of experience in all areas and a high level of formal qualifications.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

10 Wingbury Courtyard Business Village, Wingrave, Aylesbury, HP22 4LW

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