Aqua Wealth Management Limited

Independent Financial Adviser  Heath House, St albans, Hertfordshire, AL1 4AP
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FCA authorised
Last authorised 28th September 2020
Impartial advice on financial planning strategies to help individuals and families achieve their life goals.
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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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Regular savings
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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Employee benefits
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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
Meet our advisers
Tania Greenfield DipPFS, ACA
Financial Planner
About us

We are a local business focusing on the financial goals of our clients, to meet their needs in an ever-changing environment. We have no restrictions on the type of clients and we look to give a clear and transparent outlook to everyone’s financial circumstances.
We provide the first consultation to determine the client’s needs at our expense and we look to create a relationship that will lead to have a client for life.
We build our reputation and business on recommendations, so we deliver the most highly professional services that our clients deserve.

Our services

We strive to deliver excellent customer service, making it easy for you to control your finances and put together private client strategies. We provide you with regular reviews constantly looking to improve your situation.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

Heath House, 156A Sandridge Road, St Albans, Hertfordshire, AL1 4AP

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