Autonomy Wealth Ltd

Operating within the West Midlands and across the country, Autonomy Wealth Limited is a financial planning practice.

Our primary goal is to provide creative independent financial advice to assist and empower clients to achieve financial security for both themselves and their families.

We are committed to independent advice constructing financial solutions using products from the whole market. Financial advice is provided by our highly qualified and experienced consultants and is regulated by the Financial Conduct Authority.

Who we work with best

• We are highly experienced in working with senior executives, professionals, business owners and retirees
• Those who wish to work with a professional advice firm towards their long-term objectives
• Invested assets of £200,000 or more; or with complex circumstances.

We cover most areas of financial advice (except conventional house purchase mortgages) but areas to highlight:
o Investment strategy (asset allocation, investing for growth or income and making use of tax efficient plans)
o Retirement options – selecting the best option for you and your family at retirement, including equity release.
o Inheritance Tax planning – helping to achieve your life objectives whilst leaving a tax efficient legacy
o SIPPs and commercial property purchase to grow your business.

Although our aim will be to undertake a full holistic review of your financial situation we will find out the areas which are a priority to you and we will structure our service to meet your needs. As part of the full financial review we also offer targeted advisory services including:
• The Business Owner Service
• Professionals & Executives Service
• Retirement Income Service
• Later Life & Legacy Planning Service.
We are strongly committed to independent financial advice, constructing financial solutions using products from the whole market. Financial advice is provided by our qualified and highly experienced consultants.