Financial Planning Services

Audley Asset Management is positioned as a genuinely fresh, no-nonsense approach to financial planning, pension planning, retirement planning and asset management.

With over 60 years of combined experience working closely with people who want to make the best decisions about their finances, we truly understand the reasons why making the right financial choices now is key for the future.

 

 

Working closely with our clients is a very hands-on experience for us, and we adopt a ‘product neutral’ approach to all our financial solutions.  What may be right for one person, will almost certainly not be right for another, but that’s the Audley way.  We offer tailor-made solutions for all clients.

Our portfolio of products has been selected to offer the very best selection of financial opportunities.  Naturally, we are regulated with the Financial Conduct Authority, yet we believe in being creative and innovative in our client solutions.

What we offer

Audley-Pension-Transfer-Advice-Logo
Audley-Investment-Logo
Audley-Emplyment-Benefits
Audley-Protection-Logo
Audley-Retirement-Planning-Logo

Focusing on what matters is our mission statement and our philosophy.

Who we are

Audley are positioned as a genuinely fresh no-nonsense approach to financial planning and asset management.

Focusing on what matters is our mission statement and our philosophy.

With over 20 years of experience working closely with people who want to make the best decisions about their finances, we truly understand the reasons why making the right financial choices now is key for the future.

Working closely with our clients is a very hands-on experience for us, and we adopt a ‘product neutral’ approach to all our financial solutions.  What may be right for one person, will almost certainly not be right for another, but that’s the Audley way.  We offer tailor-made solutions for all clients.

Our portfolio of products has been selected to offer the very best selection of financial opportunities.  Naturally, we are regulated with the Financial Services Authority, yet we believe in being creative and innovative in our client solutions.

What we offer

Audley-Pension-Transfer-Advice-Logo
Audley-Investment-Logo
Audley-Emplyment-Benefits
Audley-Protection-Logo
Audley-Retirement-Planning-Logo

In an Audley Fashion

Our bespoke process

01.
TRIAGE
We want to make sure that Audley is the best company to help you.
02.
KNOW THE CLIENT
We then need to find out all about you as an individual, so we can provide you with the correct and best advice.
03.
ADVICE
During this stage, we guide you through all the options you have to make sure that you understand our advice and what it means to you both now and in the future.
04.
IMPLEMENTATION
We will ensure that all advice offered is implemented and completed to support you throughout.

Need to speak to an advisor?

Call us on 0203 440 4165.

Testimonials

What were the circumstances that caused you to look for an adviser?

Pension transfer

How did Alun Webster help you?

Relevant information and expert advice.

What is your current situation? Have you seen the outcome you were hoping for?

It has only been a few months but all is on tract.

What could they have done better?

No, can't praise high enough. Time was made to speak for whatever reason. Always kept in touch by phone and email. Highly recommended.

Lancashire November, 2018

What were the circumstances that caused you to look for an adviser?

I needed to decide the best pension plan to suit my circumstances.

How did Alun Webster help you?

Alun pointed reviewed my situation and gave me options which we then discussed to decide on the best course of action.

What is your current situation? Have you seen the outcome you were hoping for?

All is going to plan.

What could they have done better?

All documentation was very clear and useful. Alun went over everything clearly to ensure that it was understood.

Shropshire December, 2018

What were the circumstances that caused you to look for an adviser?

I am over 55 and was looking for the best way to take tax free lump sum and Adrian was the best and easiest person to understand

How did Adrian Douglas help you?

Have the best info as well as doing it in a way I could understand

What is your current situation? Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

In my mind Not a thing

Ayrshire November, 2018

What were the circumstances that caused you to look for an adviser?

I had a frozen pension and wanted to make it work better for me

How did Adrian Douglas help you?

Adrian went through all the options available to me & allowed me to transfer my pension which will allow me to retire early

What is your current situation? Have you seen the outcome you were hoping for?

Its been a year and I am extremely happy with the outcome so far

What could they have done better?

None he’s been great

Durham November, 2018

What were the circumstances that caused you to look for an adviser?

Got to an age where I needed to understand what I had in my nest egg for retirement down the line

How did Adrian Douglas help you?

Explain how my pensions worked and what my various options were. Very happy with all the advice and not rushed in any way

What is your current situation? Have you seen the outcome you were hoping for?

Only been running 1 year but no complaints

What could they have done better?

Doug has done a great job; very happy with the relationship and trust the advice.

Bedfordshire November, 2018

What were the circumstances that caused you to look for an adviser?

I was looking to learn more about EIS investing, and to possibly make an investment.

How did Adrian Douglas help you?

Adrian did an excellent job of explaining the advantages and risks of EIS investments, and then assistant me with making a number of investments. Throughout, he was responsive and easy to work with.

What is your current situation? Have you seen the outcome you were hoping for?

Yes.

London November, 2018

What were the circumstances that caused you to look for an adviser?

To switch my IFA for pension and SIPP services

How did Adrian Douglas help you?

He explained all possible avenues available to me and helped with my transfer

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Non applicable very satisfied with the service I received

Kent November, 2018

What were the circumstances that caused you to look for an adviser?

We needed an IFA to assist us in the transferring of my final salary BA pension into a SASS.

How did Adrian Douglas help you?

Adrian was very good at explaining the pros and cons to me of transferring my pension and liaised with BA throughout the process to ensure a smooth transfer.

What is your current situation? Have you seen the outcome you were hoping for?

Yes all sorted and money sitting in the pot ready to invest.

Berkshire December, 2018

What were the circumstances that caused you to look for an adviser?

Advise on retirement

How did Adrian Douglas help you?

Talked us through our options on best deal for our retirement money excellent service

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could not have been any better no worries at all

Durham December, 2018

What were the circumstances that caused you to look for an adviser?

To review my options with my final salary pension scheme

How did Adrian Douglas help you?

By providing comparisons with staying in the scheme or transferring out to a personal pension plan

What is your current situation? Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind

Middlesex December, 2018
VouchedFor Logo Blue on White – 270px
Ready to speak to an Audley advisor?

Send us your contact number and we will call you straight back.


Contacts

200 Aldersgate, London. EC1A 4HD.
0203 440 4165
Mon-Fri 9:00-17:30

Download your FREE guide to Pension Transfers!

Our free guide provides you with a wealth of knowledge to make the right decision for your Pension Transfer.
Subscribe
SUBSCRIBE NOW
close-link
x

We use cookies to give you the best online experience. By agreeing you accept the use of cookies in accordance with our cookie policy.