Aqua Wealth Management Limited

Independent Heath House, 156A Sandridge Road, St Albans, Hertfordshire, AL1 4AP
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Impartial advice on financial planning strategies to help individuals and families achieve their life goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
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
Where to find us

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£250,000