Fundamental to our service is superior knowledge of the mechanics and movements of the market. This is built on exhaustive research utilising high-end analytical tools, collaboration with fund managers and market analysts, and continuous professional development. Being the best in the business is what inspired us to start AWM and this additional information gives us the confidence to deliver every time for our clients.

Identifying products and strategies that meet your specific needs is the beginning not the end of the process. We continue to review the performance of their investments and products to make sure that they stay in line with your objectives.

We are not restricted to dealing with a limited number of providers, there are no conflicts of interest and we are not locked into front-end commission products – this means that we can move quickly and easily to stay ahead of the market for clear gains. The result of this dedication and care is superb results across all risk levels.

He’s In Another Meeting…

The market goes up and down and while we advise our clients to take a long term perspective when assessing investments this is not always easy. When the markets drop and investments dip we take it personally – we assess and if necessary we will be in touch with you to discuss actions. 

Importantly for our clients, we don’t hide when the markets are down – we are not ‘in another meeting’ and we will keep in touch and be available to advise you at anytime.

AWMs strategy is to base all decisions on what is best for the client – a philosophy that has served us well and drives our success.

We are not doing anything different, we’re just doing it better.

When you present your results against carefully chosen indices it is easy to create a positive impression. A true reflection of performance, however, is achieved by comparing your results against those of other financial advisers.

The graph below shows the performance of our medium risk portfolio (A) vs the Adviser Fund Index (B), an index which plots the most popular funds selected by financial advisers across the UK. When you compare yourself against the rest of the market there is no hiding place and no opportunity to ‘rose tint’ performance. As you will see below, our results speak for themselves.