Axys Investment Management

Independent Financial Adviser Regus House, Herons Way, Chester Business Park, Chester, CH4 9QR

First meeting at adviser's own cost

Response rating

7.0/10

13th August 2018

Our clients are at the heart of all that we do, we focus on exceeding their expectations.

We can advise you on

Business
- Corporate pension
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Wyn Thomas Dip PFS

Managing Director

Qualifications & Accreditations Hide qualifications

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

J06 - Investment Principles, Markets and Environment (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

CF9 - Pensions Simplification (CII)

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

J05 - Pension Income Options (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say

"I am most pleased with the service I have received and you set the standard, I would judge others by. For over 25 years I have relied upon financial advisers to guide me in my investment portfolio and there has been none better that Wyn Thomas who has taken on this responsibility since 2007. He has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly. I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and everything is dealt with in a pleasant manner".

Mr Surtees, Lancashire

"I value the integrity and personal service provided by Wyn. His knowledge of both my position and the financial market combines to produce the best possible financial advice and planning tailored exactly to my needs".

Ms Meadows, Flintshire

"We are both delighted with the service you provide and we are particularly impressed by the time you are willing to spend explaining the options available to investors and the advice given thereafter. We value the fact that you keep a constant eye on all aspects of our financial affairs and nothing seems to be too much trouble. Keep up the good work".

Mr & Mrs Belton, Flintshire

"Your recent advice concerning Inheritance Tax planning has helped us to initiate an action plan. Wyn Thomas has for many years, provided my wife and I with sound financial advice in a professional, kindly and considerate manner. His services have ensured our continued peace of mind".

Mr & Mrs Jones, Flintshire

"For over 10 years Wyn has helped us to structure a balanced portfolio which we can easily change to meet the general situation of the economy and our personal requirements, we really value the regular informed investment advice provided at our half yearly reviews".

Mr & Mrs Wilson, Cheshire

Where to find us

About us

We are an Independent firm of wealth managers and financial planners based in Chester, with a network of tax and legal specialists our purpose is to deliver a cohesive investment and financial strategy for our clients. We aim to simplify the sometimes complex world of investment and tax planning, assisting clients to select the most tax efficient plans, which are underpinned with appropriate investment solutions .We have over 35 years experience in helping clients make the most of their money.
Our clients are usually seeking help to plan for a successful and financially secure retirement, making best use of their investment and pension fund portfolios, they value straightforward, sensible advice, which is specific to their personal needs.

Our services

We invest our time listening to our clients' needs and concerns , we understand what is important and what your priorities are. This enables us to help you achieve your personal vision of financial security and ultimately financial peace of mind.
We act with honesty and integrity, putting our clients at the centre of all that we do, with a dedicated team providing ongoing guidance and support.
We create an individual client plan, with clear objectives,using tax efficient vehicles ensuring you make smart financial decisions, to achieve the financial freedom you desire.

We can advise you on

Business
- Corporate pension
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£250,000

Minimum pension value

£250,000

Minimum mortgage value

£250,000

Contact options

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