Avidity Wealth Management are a client focused financial planning practice who spend time to understand your needs and objectives and then work with you to achieve them.
We offer a proactive, strategic and disciplined process that unites financial planning and investment management. We are committed to providing a high level of service to our clients by exceeding expectations when it comes to customer care.
Providing you with a tailored financial plan, now and throughout your life, and speaking to you regularly to make sure your life plans and your financial planning complement each other.
Our team has decades of industry experience allowing us to help you achieve your financial goals.
Collective Industry Experience
Funds Under Management
Avidity Wealth Management, having resided in Southgate for its former years, moved to St. Albans in 2010. Starting with a team of four, the advice team has now grown to eleven, with a further nine paraplanners and administrators making up our team.
Whilst Avidity has grown, and the pensions and investments landscape has changed, the quality of the service we provide to our clients has remained central to the culture at Avidity. We pride ourselves on providing a professional, yet highly personal experience for each of our clients, ensuring your personal and financial objectives are at the centre of our advice process.
Looking to the future, Avidity will continue to embrace changes within the industry, whilst providing an excellent service to our clients. We take very seriously our duty of care to our clients and also to the next generation of financial advisers.
Avidity Wealth Management offers holistic financial advise to both individual and corporate clients. Please see the "Our Services" page to learn more, or get in touch by phone or email