Our services

Strategic financial planning

We believe that planning is the key to providing clients with the best financial advice. Planning with you, we help you realise your wishes and aspirations through shrewd, thoughtful management of your personal wealth. Not only is it reassuring to know you have a clear plan for the future, but it also makes monetary sense.

Investment and tax planning

While everyone’s circumstances are unique, we’ve not yet encountered a client who doesn’t wish to maximise their investment returns and mitigate their tax liability. We’re committed to doing all we can to help you ensure the best outcome, naturally within legal and ethical parameters. For specialist tax advice, please refer to an accountant or tax specialist.

Pensions and retirement

Nobody knows what the future holds, so planning ahead for your retirement is one of life’s essentials. It can be hard to focus on your older age, especially when you’re still relatively young, but it’s prudent to consider these issues, and start making provision, as early as possible.

Estate planning

Through careful estate planning, you can make sure your assets are appropriately distributed and your wishes met after your death. Ultimately everyone wishes to pass on the maximum benefit to their beneficiaries, and rising house prices means this is more challenging and important than ever. It is unwise to leave such matters to chance.

Protecting your family

Thinking about how you and your family would manage in the event of a serious illness, injury, inability to work due to accident or sickness or death can be distressing. But it’s important to look into these delicate but vital issues to ensure that your family are properly protected.

Mortgages

For many people, a mortgage is likely to be the single largest financial commitment you ever make. Ensuring that you have access to the most cost-effective and appropriate means of paying for your home and other property investments is a cornerstone of financial planning, and we are on hand to guide you through the mortgage maze.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannotbe foreseen.

Most buy to let mortgages are not regulated by The Financial Conduct Authority.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
AWS Advice is a trade name of Ambasna Wealth Solutions LLP, which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Registered office in England is 6 Snow Hill, London, EC1A 2AY. Company registration No. OC386086.
Ambasna Wealth Solutions LLP is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Approved by The Openwork Partnership on 25-07-2024