At AVN Wealth Managers we believe the key to successful financial planning is to establish a long term working relationship with our clients.
Whether you are acting as a representative of a company, part of a family or as an individual, we understand that your situation is completely unique and therefore it is of vital importance to obtain independent advice tailored to your situation.
To ensure that your arrangements remain applicable to your circumstances, we also believe that ongoing reviews of your situation are equally important.
Our solution is to provide you with well qualified experienced advisors, backed up by the latest software and management systems; we are then able to give a holistic solution to your requirements across a range of financial advice disciplines.
We value continuing professional development within our organisation to ensure that our advisors are up to date with current changes in best practice and legislation. In particular, we offer you access to specialist technical advisors covering areas such as inheritance tax planning, trusts, pensions, equity release, investment management and tax mitigation.
Our advisers have a minimum of 15 years experience of providing regulated advice to both the individual and corporate market throughout changing times and economic conditions. This experience helps give you perspective on how to position your affairs within a framework that will encompass your current and future potential needs.
We are a forward thinking partnership that recognises and incorporates the changing financial environment and have taken steps to ensure our advice process is consistent with the up and coming “Retail Distribution Review.” For more information on RDR please visit the FSA website: