We are a firm of Independent Financial Advisers with over 25 years' experience, offering a tailored service to suit your financial planning requirements. Utilising state of the art technology, our modern computer systems and research tools help us make sure you get the best service possible.
- London, Sussex and surrounding areas.
|Address||17a Montpelier Villas|
|Phone Number||012 7372 5100|
Products & Services
Personal Wealth Management
As your life changes over time it's important to ensure that your financial objectives continue to meet your needs. Axis Wealth Management's approach takes account of business, personal and family circumstances. As well as your available assets, other important factors we take into account are tax considerations, your financial liabilities, your retirement planning and your appetite for risk.
Whether you are rapidly progressing in your career, or building your business, and are looking to build your wealth, we provide the professional advice required to ensure you attain your goals. Equally, if you've already built your wealth and wish to see it grow, our unique approach to total wealth management can help you continue to achieve this objective.
Once we have all the information we can develop a financial plan that will benefit you and your family for generations. If you would like to discuss the range of personal and corporate services we offer, please contact us for further information.
Corporate Financial Planning
If you own or run a business you are no doubt already aware how difficult it is to retain and look after good staff, they are the cornerstone of any good business and their value should never be underestimated.
Here at Axis Wealth Management we have advised on many Corporate Pension Schemes and Group Healthcare Schemes.
So whether you want to insure your key people, your managers, or your entire workforce, we can tailor health cover to suit your business.