We are an experienced team of financial advisers dedicated to providing Life Long Financial Planning
For the second year in a row, Adrian Wilkins is recognised as a Top Rated Adviser by VouchedFor!
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Planning your estate early can help to reduce emotional and financial pressures on yourself and your family.
We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.
It’s a well-known fact that the UK population is getting older. The Office for National Statistics (ONS) predicts that by mid-2045 the number of people of pensionable age (aged 67 plus) will have increased to 15.2 million, an increase of 28% on the level in 20201
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident or illness which stopped us from working.
There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday.
I was struggling financially and wanted some advice. Adrian took the time to understand our personal circumstances. He is very knowledgeable and skilled at financial planning and found creative solutions that fully met our needs during different times of our lives. Adrian initially helped me, and during later years has advised both myself and my husband enabling retirement and investment planning.
Adrian was highly recommended to me quite a few years ago. He has helped me with Retirement income, Inheritance planning as well as advice on Investments and Savings. I would consider recommending him to anyone who expressed a need to speak to an adviser.
I wanted to have more control over my savings, as a cash ISA doesn’t provide substantial enough returns. Adrian was super helpful in making me understand what my financial options were. I’ve generated more growth in a few months than I had in the previous two years!
I had a potentially large Inheritance Tax Liability and was recommended to see Adrian. Adrian has helped to significantly reduce the Inheritance Tax Liability and we now have policies and trusts in place.
I inherited some money following the death of my father and thought that the management of these funds might benefit from professional advice.
Adrian can explain potentially complicated financial matters in layperson’s terms and can advise how best to invest in suitable areas.
I have no faults to find with Adrian’s service.
Adrian Wilkins gave me very helpful and clear advice and I feel confident that the advice given was in my best interest, and shall continue to use their services in the future.
I have been satisfied with all aspects of the financial planning and support
Adrian help me to find great investment opportunities which optimised tax benefits.
The plan yielded all the forecast benefits which resulted in me being able to invest in a great pension plan and take a sizeable lump sum.
I feel that everything was fully explained and the outcome was very much in line with the advise. I don’t think anything could have been done better.
Mr Wilkins displayed the epitome of class as an expert of his craft, his exceptional, professional and his “above and beyond” mentality really cemented my desire to work with him in the future. He provided an in depth overview of services and actions I could take after coming into an unexpected windfall, and provided a kind, caring and understanding service throughout.
To find out more, please call us on 0117 214 1686 or email us at info@aevumwealth.com
Additionally, if you wish to self-onboard as a potential client, please click on the CashCalc link above.