Logo

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.

Our services

Inheritance Tax Planning Trusts Later Life Planning


Planning your estate early can help to reduce emotional and financial pressures on yourself and your family.

Find out more

Investments


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.

Find out more

Long-term Care


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

Find out more

Pensions


Right now, retirement might seem a very long way off, but it’s never too early to think about your pension.

Find out more

Protection


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.

Find out more

Savings


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.

Find out more

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.

Sylvia

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.

Julian

Contact us

  • This field is for validation purposes and should be left unchanged.

Want to know more?

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.

Get in touch