FCA verified
20th November 2017

Asset Wise Associates Ltd

Independent Financial Adviser 10 Wingbury Courtyard Business Village, Wingrave, Aylesbury, HP22 4LW
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
adviser-person
Debbie Ormerod Cert PFS, Cert CII (Life & Pensions, MP & ER)
Managing Director
adviser-person
Paul Ormerod Dip PFS Cert MA, ER & L&P - Director
Director
adviser-person
Janet Arnold ACII DipPFS STEP Affiliate
Senior Adviser
Where to find us
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
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000

Similar advisers near you

Independent Financial Adviser 3.65 mi
Caliber Financial Management's approach is to build and maintain good working relationships through communication, trust and honesty.
 
Independent Financial Adviser 4.17 mi
You will find our company offers a flexible, personal, friendly and effective service without fancy jargon or sales pressure.
 
Independent Financial Adviser 5.28 mi
We strive to deliver an outstanding client experience whilst meeting our clients financial needs.
 
Independent Financial Adviser 5.32 mi