Aqua Wealth Management Limited

Independent Financial Adviser  Heath House, St albans, Hertfordshire, AL1 4AP
First meeting at adviser's own cost
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 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
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Tania Greenfield DipPFS, ACA
Financial Planner
What our clients say
My dear friend and work colleague is looking to get her first mortgage with her boyfriend and is feeling a little out of her depth! I suggested perhaps you could help her out with advice as you were so amazing and have helped me so much!
Mira, London
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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