AW Financial Management

About Us

AW Financial Management LLP is a firm of Independent Financial Advisers (IFAs) and Wealth Managers based in Farningham, Kent. We serve clients across London and the South-East of England, providing comprehensive and tailored financial planning and wealth management solutions.

Our guiding principle is to empower our clients to achieve their financial goals through open communication, personalized recommendations, and ongoing support. We believe financial planning is a collaborative journey, and we work alongside our clients every step of the way.

Our Beliefs & Values

Our foundation is built upon Christian principles, which inform our approach to financial planning. We believe in:

• Integrity and Transparency: We uphold the highest ethical standards and act with transparency in all our dealings.
• Client-Centricity: Your financial goals are our priority. We listen carefully to your needs and tailor solutions to your unique circumstances.
• Long-Term Planning: We take a holistic approach, considering your financial journey over the long term to ensure sustainable success.
• Financial Education: We empower clients to understand their financial options and make informed decisions.

Our Expertise

Our team of experienced professionals possesses over 60 years of combined experience in various aspects of financial planning. We offer a comprehensive range of services, including:

Retirement Planning

• Reviewing existing plans and creating new strategies.
• Optimization of pensions and investment accounts.
• Guidance on pre and post-retirement planning.

Investment & Wealth Management

• Portfolio construction and management.
• Risk assessments and financial planning.
• Guidance on inheritance planning and estate management.

Other Services

• Pension & Investment Advice.
• Tax planning and mitigation.
• Life & Health Insurance review and implementation.
• General Financial Planning.

Our Commitment

At AW Financial Management LLP, we are dedicated to providing personalized and tailored solutions to your financial needs. We believe in building lasting relationships with our clients and empowering them to achieve financial stability and pursue their dreams.