Advice & Wealth Management Solutions

Welcome

Advice & Wealth Management Solutions provide the intimacy of a small 'boutique' business. Our partners have over 100 year's Financial Services experience as a whole.

We are totally focused on delivering a caring, proactive and personalised Wealth Management service to a select group of individuals, families & business'.

We are a dedicated team of qualified professionals with complementary skills and expertise, who have worked together for a number of years.

Our business is about making sure you are at the centre of everything we do.

We will work with you wherever is convenient and practical given your lifestyle and where you live.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information please contact us.

Advice & Wealth Management Solutions work in partnership with our clients. We can provide you access to, or work in conjunction with your professional advisers such as solicitors and accountants. We recognise the importance of providing long-term on-going assistance and guidance.

How we handle your Personal Data

Treating Customers Fairly

Advice & Wealth Management Solutions has responded to the FCA initiative of Treating Customers Fairly and has set out what clients can expect as part of our advice process.

Download our Corporate Brochure

To download our Corporate Brochure (PDF) click on the button below

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Contact Us

Advice & Wealth Management Solutions LLP
272 Bath Street
Glasgow G2 4JR

Tel: 0141 354 1535
Fax: 0141 354 1536
Email: info@awms.co.uk

Financial News

Testimonials

My adviser spent a great deal of time asking us questions to ensure he fully understood out financial situation and our expectations for the years ahead. He used that information to devise a suitable plan for our investments.

Steve, Medical Illustrator
AWMS made it all seem so easy and provide an excellent service. I cannot recommend them highly enough.

D McLaughlin, Glasgow
AWMS has looked after my investments for a number of years and I have no problems in recommending them to others. They have always been very professional and helpful and they contact me on a regular basis to review my investments. I have also uses them for advice on investments for my grandchildren.

Gavin, Company Owner
I have held various investments via my bank for a long time and had lost track of what I had as they had stopped providing any ongoing advice. AWMS spent a long time writing to companies and finding out where I stood. They put in place a new plan paying me a monthly income and I am delighted to have the weight off my mind.

Mrs. E Beattie, Falkirk
AWMS have proved to be very able and efficient in our dealings with him in regard to savings and investment planning. They also demonstrated a flexibility in dealing with our specific circumstances I.e. Residing on a remote Scottish island where travel and communication can prove problematic. For example, they flew to a neighbouring island for our initial meeting with him.

Mr C Stevenson, Retired
I have been relying on the professional services and expert advice from AWMS for many years. The financial advice and strategies to manage wealth have been outstanding. The advisers are knowledge experts with an in-depth competence about all aspects of investing, pension and wealth planning.

Dr M Marck, Retired
The AWMS adviser has been our IFA for over 15 years and he has always provided sound financial advice and guidance with our investments in all that time. The service has been excellent, whether through regular investment reviews which provide you with detailed levels of information about each of your investments, or just the fundamental requirement for general financial advice.

John & Edith, Retired