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  7. AW Financial Management LLP

AW Financial Management LLP

Independent Financial Adviser  River House, Kent, Sidcup, 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
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Annuity purchase
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Auto enrolment
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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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SIPPs
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Stakeholder
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR 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

MR 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

MR 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
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
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 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
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 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
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 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
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
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
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:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 29th March 2021

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