Asset Wise Associates Ltd

Independent Financial Adviser 10 Wingbury Courtyard Business Village, Wingrave, Aylesbury, HP22 4LW
FCA verified
20th May 2019
Paul is our Pensions and retirement expert. Debbie specialise in investments and trusts. Call us on
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Debbie Ormerod Cert PFS, Cert CII (Life & Pensions, MP & ER)
Managing Director
Paul Ormerod Dip PFS Cert MA, ER & L&P - Director
Janet Arnold ACII DipPFS STEP Affiliate
Senior Adviser
Where to find us

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

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.

Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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