Awa Wealth Management

Independent Financial Adviser Wimpole House, London Road, Sunningdale, Ascot, SL5 0DP
First meeting at adviser's own cost
Response rating
7.0/10
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
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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