Autonomy Wealth Ltd

Independent Financial Adviser  Autonomy Wealth Limited, Wolverhampton, West Midlands, WV2 1BH
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FCA authorised
Last authorised 19th April 2021
Throughout your financial journey, we will work side by side with you to understand your long-term personal financial goals.
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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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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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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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Meet our advisers
MR Chris Jones
Director/Chartered Financial Planner
MR Nigel Murdock
Director
MR Craig Evans
Director/Chartered Financial Planner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Autonomy Wealth Limited, The Boot Factory, 22 Cleveland Road, Wolverhampton, West Midlands, WV2 1BH

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