en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
Europe
      
United Kingdom
      
England
      
Kent
      
Swanley
      
Private Equity
      
AW Financial Management LLP
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
AW Financial Management LLP
 
 
Overview: 

Foundations of Advice

The advisers at AW Financial Management LLP are born-again Christians. We believe that the Bible has much to say about handling finances. The financial planning wisdom contained in the Bible provides a frame-work for advice to all-comers which has stood the test of time, for example:

Spend less than you earn – Proverbs 25:28 "Like a city whose walls are broken down is a man who lacks self-control" - this is a simple financial planning principle but it is worth endorsing time and again. The start of good financial planning is to ensure that you do not over-spend and that you are able to manage within the constrains of a budget. This base-line recommendation is offered to all clients regardless of their background.

Borrow cautiously and repay – Proverbs 22:7 "The rich rule over the poor, and the borrower is a servant of the lender "- we firmly hold onto this truth and recommend that clients seek to repay debt as quickly as possible, even if that means doing without some new consumer item for a time. The benefits of using your own money to purchase in the future are immeasurable.

Plan ahead – Proverbs 21:20 "In the house of the wise are stores of choice food and oil, but a foolish man devours all he has" - sound financial planning is about preparing ahead of time. This covers very many areas of our lives.

Our Experience

When establishing the business in 2010, we brought together over 40 years of experience of working within the Financial Services sector. In addition to our Financial Planning qualifications which allow us to operate as IFAs, it is our experience and insight which sets us apart, in our opinion.

We live and breath the financial planning principles personally before we provide the same advice to our clients. We independently assess many different products and funds using research tools as well as our own experience to sort the wheat from the chaff.

Not Product based selling

We are keen to ensure that we offer a truly impartial service which does not rely on the sale of a commmission bearing financial product, in fact taking commission on new products was finally banned by the regulator on 1st January 2013. We have operated a fee based approach since the early 2000's and this has stood us in very good stead as the regulator has addressed concerns about commission based sales. The painful bit of course for clients is that having initially met, we need at any early stage to agree the basis on which we are going to be paid. Our fees need to take account of the time taken as well as the future risks involved. We have a clear tariff of charges that we will discuss with you.

Many of our fees are actually paid to us by the product or platform provider that we use to manage your investment plans although only when it is more advantageous to you to do so. We will discuss with you the best way of paying our fees at the appropriate time.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©