Your Financial Journey Starts Here
“Life can be full of twists and turns; our aim is to ensure you stay on the road to your objectives, providing you with the best possible chance of achieving your finacial and personal goals”
Circumstances and priorities change as we go through life, whether it is buying a first home, retiring, getting married or getting divorced. Our range of services are designed to cover all aspects of financial planning and are tailored to meet the ever changing needs and circumstances of each individual client.
Our service proposition is designed to establish, implement and manage a detailed financial plan to help you achieve your goals and aspirations.
Avidity Wealth Management will ensure that these provisions are reviewed on an ongoing basis so that they continue to be suitable for you.
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.
We will tailor a plan that meets your needs and objective thereby advising the right investment product and proposition for you. There are many different investment products and strategies that may benefit different kinds of investors.
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 that will work for your needs.
“I approached James having been referred to him by a friend of mine. James was very approachable and easy to talk to with all my financial matters. He was very quick to assess my needs and future objectives, as well as providing a review of various legacy pensions and investments. My attitude towards risk was assessed, and James was able to recommend suitable investments and tax wrappers based on an in-depth knowledge of the markets."
Avidity Wealth Management Ltd is an Appointed Representative of Quilter Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Avidity Wealth Management Ltd registered address Suite 1, Phoenix House, 63 Campfield Road, St Albans, Hertfordshire AL1 5FL registered no: 07239722
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Risk Warning: Capital at risk, investments and the income from them can fall as well as rise.