Financial Planning for Individuals

“With the unexpected nature of life, our aim is to ensure that you receive the best advice available to plan your financial future”

Our living circumstances and priorities change as we go through life, whether they are buying a first home or 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.
The value of your investments and pension can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning or tax and trust advice.