Response rating
7.0/10
FCA verified
20th November 2017

Autonomy Wealth Ltd

Independent Financial Adviser Autonomy Wealth Limited, The Boot Factory, 22 Cleveland Road, Wolverhampton, West Midlands, WV2 1BH
First meeting at adviser's own cost
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Estate planning
    • Taxation planning
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Long term care
    • Equity release
    • Home reversion
    • Lump sum
    • Regular savings
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
Meet our advisers
Craig Evans
Director/Chartered Financial Planner
Accreditations
Chartered Financial Planner
Chris Jones
Director/Chartered Financial Planner
Accreditations
Chartered Financial Planner
Nigel Murdock
Director
What our clients say
My wife and I were looking for reliable, sound financial advice after inheriting a fairly large legacy. We also had some existing investments. The financial markets seemed confusing and a little daunting so we needed reliable, up to date advice and planning for the future. Craig assessed our requirements in a very professional manner taking into account our attitudes to risk, and requirements for future financial stability. This was explained in a very straightforward way and Craig has been a constant reliable source of advice, changing investment portfolio's to suit our needs as we approach retirement. At times the financial markets can seem scary given the economic climates we have gone through over the past 17 years or so. Craig is always on hand to reassure us, and tweak our investments to ensure the best possible returns. A very safe pair of professional hands. We are more than happy with the advice we have received over the years. The documentation is always straightforward and in a format that is understandable. The advice and investment planning that has been given by Craig has given my wife and I an extremely favourable financial future, and we are looking forward to a retirement that will be very comfortable & suits our needs. Our investments have grown very well and in a way we never thought possible. To summarise, we are extremely satisfied with all the advice and planning Craig has and is continuing to give, and at a very reasonable cost. It has given us complete peace of mind. We would recommend Craig to everyone looking for financial & retirement planning,. Quite simply we are very satisfied and in our opinion the service is first class
Mr & Mrs M Dews, West Midlands
While I was working I needed to make my savings efficient to supplement my and my wife's pensions in future. I had previously managed my and my wife's savings myself, mostly, but not all, in ISAs and other tax efficient products. However we had never taken a proper look at our objectives and attitudes and ensured that our savings portfolio was designed to support them. Craig undertook a thorough appraisal of current and likely future objectives and our attitudes to risk. Then he examined our existing savings and made recommendations to enable these to match our objectives. Later on retirement he modified our savings from a growth based approach to an income based one. In addition he took us through planning for inheritance tax. His recommendations were made in writing but also accompanied by regular personal visits. Charges were made clear and have represented value for money, I could not have managed our savings as efficiently or as productively myself. While growth based our savings increased substantially in value and now that we are taking income to supplement our employment pensions, this is very tax efficient and is giving us income without at this stage eroding capital. In addition he advised my wife on timing and products for switching life insurance policies into an annuity. He could live closer - I'm joking, he takes the time to drive several hours to see us on a regular basis.
Mr D Mitchell, Wiltshire
I wished advice on retirement and looking to invest my portfolio and gratuity for future growth and income. We met Craig on several occasions prior to my retirement to ensure that he understood my needs and I was fully aware of the products that were available. I have found his advice to be truly Independent, tailored to my needs and financially sound. An honest advisor he has always delivered his guidance in a clear, logical and precise way. Not one to sit back on his Laurels he has been diligent in monitoring my investments on a regular basis and if required advising me to modify the portfolio to ensure the best results. My returns have been in line with or better that expectation. He advised my wife on her annuity and her results were much better than we could find at the time. It is very difficult to see what could have been done to improved his advice. We had many meetings and conversations which ensured the service was what was needed.
Mr H Bramhald, North Yorkshire
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

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

FCA Number: 694886. Registered in England 9560129. Registered office as above. Autonomy Wealth Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.

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