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Contact Info

Bristol office

2 Hurle Road

Clifton

BS8 2SY

 

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Aevum Wealth Management, is a Trading Style of Sandringham Financial Partners Ltd ("Sandringham"), a wholly-owned subsidiary of M&G plc. Aevum Wealth Management processes your personal data as an independent controller, including when sharing such data with Sandringham – any questions about this can be directed to info@aevumwealth.com, and Sandringham's privacy notice can be found here

Client Testimonials

“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
“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!”
Charlotte
“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.”
Peter
"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."
Review from verified client
“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”
Review from verified client
"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."
Review from verified client
“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.”
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