Awa Wealth Management

Independent Financial Adviser Wimpole House, London Road, Sunningdale, Ascot, SL5 0DP
First meeting at adviser's own cost
Response rating
FCA verified
18th June 2018
Professional, Independent Financial Planning and Investment Management Services
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
Graham Toogood
Director & Financial Planner
Tony Creeger
Financial Planner
Robert Paulding
Director & Financial Planner
Where to find us
About us

AWA offers holistic financial planning, with particular expertise in the areas of.

* Retirement planning.
* Occupational and individual pension planning.
* Investment Portfolio management.
* Tax-efficient investment.
* Inheritance tax advice.
* Equity Release.

Our services

Take the time to understand what Clients want

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Similar advisers near you

Independent Financial Adviser 0.34 mi
Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
Independent Financial Adviser 1.04 mi
We are a welcoming and efficient firm of Independent Financial Advisers with offices in Weybridge, Uxbridge, Bracknell and Sunninghill.
Independent Financial Adviser 2.2 mi
Friendly, Professional Wealth Management and Financial Planning expertise, for whatever life throws at you, clearly explained, with You in mind.
Independent Financial Adviser 2.34 mi
We are specialist in all types of Pensions, Investments and Tax Saving Strategies