1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. London
  6. breadcrumb-arrow
  7. AW Financial Management LLP

AW Financial Management LLP

Independent Financial Adviser  River House, Sidcup, Greater london, DA14 5RH
First meeting at adviser's own cost
We offer truly independent and personalised financial advice at competitive rates. Trust and integrity are our watchwords.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 28th September 2020
Meet our advisers
Jon French DipPFS BA (Hons)
IFA - Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Sean Knights Chartered MCSI, Chartered Wealth Manager, DipPFS
IFA - Partner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Martin Andrews Dip PFS
IFA - Managing Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

What our clients say
Required an overall of financial circumstances and advice on how to proceed in the future with pensions, investments and debt management. Jon French following an initial consultation meeting produced a detailed report which included pensions advice coupled with long term cash flow and debt management advice for me and my wife. We have changed pension providers and have received cash lump sum payouts to clear our outstanding debts thereby freeing up cash flow enabling me to pay additional premiums to my new pensions provider. I am not aware at this time that Jon French could have done any better.
Ronald, Essex
Jon is a very well informed professional who reviewed our financial situation thoroughly and then proposed numerous options for our future financial planning. He is very approachable and has a lot of patience and explained all the necessary points about pensions very clearly. I would recommend Jon to anyone with hesitation.
AN, Kent
Jon is particularly good at explaining investments in laymen's terms and also very good with written summaries of discussions. All conversations, both face to face and by phone are very thorough and helpful. All correspondence is extremely clear and all the support staff are very efficient. Various options were considered and explained and I was able to make informed decisions based on advice given.
John, Kent
Following a full duscussion about out financial position we felt that Jon was very thorough with setting out all our options for pension provision. The first meeting was free and the full costs were set out should we decide to go ahead with his services. We were kept informed every step of the way and all options explained to us at another meeting once all the fact and figures had been obtained from the various all pensions we had and we could make a decision what would be the best way to secure some financial security for the future in retirement. Jon was there to answer our queries the work was done very quickly and efficiently and we feel confident we made the best provision we could with what we had. Time will tell but at the moment we feel we were given good honest advice to enable us to make the right choices
Peter Harwood, Kent
Jon gives advice in a very concise and energetic manner, but is happy to persist in explaining technical issues in ways that are fully understandable to the layman. He will also provide progress reports on pending matters without being prompted thus saving busy clients time.
John, Kent
Jon invested time and effort to fully understand my situation and explain the various options available to me. Acts with professionalism and integrity. Delivers on promises. Has a trustworthy manner.
David, Kent
Jon is an extremely good communicator and I felt confident that he understood my needs. He did not have the attitude that others have had in regard to my lack of understanding or knowledge. I appreciated the sense of humour. I am very happy, the quality of the advice has yet to be seen but I am much happier that somebody with more understanding than myself has an eye on my small pot.
Christine, Kent
My advisor keeps me fully updated and informed of all necessary and recommended changes to my investments. My advisor is very patient and explains matters in layman's terms for me and I have complete confidence in him.
Amanda, Kent
Jon is very patient especially as my knowledge is very basic. Spent time establishing my goals and the level of risk I was prepared to take. Very efficient in researching and giving a detailed report. Respected and acknowledged my ethical views when investments were chosen. Communicated the findings clearly and calmly. Always available for questions.
Fiona, Kent
About us

We are a firm of Independent Financial Advisers based in Sidcup, Kent, from where we cover the whole of South East England.

AW Financial Management LLP is owned and managed by Christians. We believe that the Bible has much to say about handling finances. The financial planning wisdom contained in the Bible provides a frame-work for advice to all-comers which has stood the test of time.

As Christians we also believe that trust, integrity and offering the best possible service to our clients is of utmost importance as well as charging a reasonable rate!

Our services

We specialise in pensions advice, both pre and post retirement, investments, tax planning, including inheritance tax, financial planning, long term care planning, trusts and life & health insurance.

Where to find us
Head office address: River House, 1 Maidstone Road, Kent, Sidcup, DA14 5RH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 28th September 2020

Similar advisers near you

RCN Financial Planning Ltd
Independent Financial Adviser 0.84 mi
If you would like to take stock of your financial health or need more specific advice in your retirement, estate preservation or long term investment planning needs then RCN can help you achieve a bespoke and comprehensive financial planing strategy.
 
See profile
Albany Finance
Independent Financial Adviser 0.9 mi
At Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.
 
See profile
Crofton Financial Planning Ltd
Independent Financial Adviser 1.08 mi
We offer a free no obligation initial meeting at our offices, your home or other venue of your choosing.
 
See profile
Brendan Sheehan at Continuum Financial Services (605306)
Independent Financial Adviser 1.38 mi
I am a Chartered Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.