Welcome to Advice On Wealth Limited
We have been offering Personal & Corporate Financial Planning since January 1991. The business is run from an office in Hungerford and supported by a fully qualified administrative team.
We offer a comprehensive financial planning service for all your investment and protection needs:
Pension Planning: It's important to plan ahead for your retirement. Here, we explain why pension planning is so important, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.
At Retirement: It can be difficult to understand your options at retirement. In this section, we have explained the some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.
Investments: Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.
Mortgages: A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available.
Protection: Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment.
General Insurance: It’s important to ensure you put the right insurance in place to protect your home, it’s contents and your overall financial security.
Business Protection: Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong. It can provide an essential safety net for all types of business.
Advice on Wealth have been an absolute god send for me and my family. Through very testing personal matters, they have supported, assisted and managed our financial portfolio, whilst maintaining a very understanding and flexible approach to adapt to our changing needs.
Superb and well thought through advice, professional and caring.
I cannot recommend Advice on Wealth enough.
Alison was extremely helpful throughout the whole process of our mortgage application – we really wouldn’t have been able to do it without her! She was extremely attentive, prompt at replying to emails & was always at the end of the phone. We felt we could ask her any question without judgement.
I have been a customer of Advice on Wealth for about 33 years and have always found them as a business to be:
• Very Professional.
• Extremely Helpful.
• Great listeners and always give the best and honest advice to achieve the right financial support and solutions that are best suited for my financial requirements.
• Very responsive and always reply promptly/efficiently to all correspondence and telephone calls.
• Always follow up every meeting or enquiry in writing.
Advice on Wealth Ltd personnel are an absolute pleasure to deal with and as a business have always found a sensible solution to my financial matters.
| Indices | ||
| Value | Move | % |
| FTSE 100 | 7,877.05 | 29.06  | 0.37 |
| FTSE All Share | 4,290.02 | 17.00 | 0.40 |
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| Value | Move | % |
| Euro | ||
| 1.17 | 0.00 | 0.10 |
| United States Dollar | ||
| 1.24 | 0.00  | -0.12 |