AWD Chase De Vere unveils HNW service

Advanced Wealth Management (AWM) will focus on wealthy clients with complex tax planning, investment and pensions needs. AWD has teamed up with tax practitioners and wealth managers to give clients expert advice not normally available. This will include bespoke offerings designed around the client. It will offer services in all areas of financial planning, including multi-asset portfolio construction and management, debt management and complex life assurance issues. The AWM team are qualified to at least CFP level, have a high number of support staff and will provide guaranteed call o...