Response rating
9.5/10
FCA verified
18th September 2017

Awa Wealth Management

Independent Financial Adviser Wimpole House, London Road, Sunningdale, Ascot, SL5 0DP
First meeting at adviser's own cost
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
adviser-person
Roy Westley BSc (Hons)
Financial Planner
adviser-person
Graham Toogood
Director & Financial Planner
adviser-person
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
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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