Access Wealth Management (AWM) has three Appointed Representatives that work in close partnership along the principles of a Barristers Chamber. Recently, to add strength to the investment process they have set up an arrangement with a Discretionary Fund Manager. Access Wealth Management control all the aspects of the asset allocation policy via it’s own Investment Committee. Minutes, fund performance reports and economic forecasts from it’s Investment Committee meetings are available to all our clients to view online via the customer login section.
We will help you achieve your financial goals by personally working with you to create an investment plan that is right for you. We always work with your best interests in mind, acting on your behalf to manage your investments and building a relationship built on trust and understanding.