Service Offering


Screen Shot 2016-01-27 at 00.54.03Expert analysis
Initial consultation
Full Financial review by Chartered Wealth Manager
Risk Profiling
Lifetime cash flow modelling report
Expert investment guidance
Tax efficiency reviews

Screen Shot 2016-01-27 at 00.54.03Easy to use
Client eased of administration burden
On-line access to up-to-date valuations also available on smartphones
AD Wealth Management Personal Finance Portal- Ability to link bank accounts, credit cards, portfolios and mortgages to give complete financial overview at the click of a button.
Be kept up to date with legislation changes and how the changes will affect you.

Screen Shot 2016-01-27 at 00.54.03Clear Communication
Regular review meetings
Adviser always available for phone calls or queries
Clients reminded of key deadlines ISA, Pension, tax returns
Liaison with clients accountants and lawyers
Personal service
Half yearly valuations (paper copy)

Screen Shot 2016-01-27 at 00.54.03Peace of Mind
Risk monitored portfolios
High ranking and performing fund managers
Actively monitored asset allocation
Actively managed individual funds
Peer to peer comparison
Independently verified performance
Competitive clear charging