Your Financial Journey Starts Here

Life can be full of twists and turns; our aim is to work with you to provide the best possible chance of achieving your financial goals now, and in the future

of collective industry experience.
Avidity Wealth Management is based in St. Albans. Collectively, we have over 150 years of industry experience dealing with all aspects of financial planning

Our Services

Inevitably, our situation and priorities change as we go through life, and our range of services are designed to cover all aspects of financial planning, and are tailored to meet the ever changing needs of each individual client.

Retirement Planning

We will help advise individuals to both achieve the highest potential pension fund for their retirement and help take these benefits in the most tax-efficient manner


Investment Advice

We will provide a tailor made recommendation based on your needs and objectives for the future, taking advantage of the most tax efficient accounts for your individual situation


Protection Advice

We will analyse your circumstances and needs and identify your protection needs. We will then work to find the most tax efficient and individually suited protection policy


Tax Planning

We will work with you to make best use of your tax allowances and exemptions. Alongside investment performance, effective tax planning is key in achieving your long term goals. Tax planning is not regulated by the Financial Conduct Authority


James was very approachable and easy to talk to with all my financial matters. He very quickly assessed my needs and understood my attitude towards risk and was able to recommend suitable investments based on an in-depth knowledge of the markets.

Simon, Somerset

Contact us to start your financial planning journey

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