AD Wealth Information

At AD Wealth our objective is to deliver clear financial solutions which precisely match your needs by gaining a thorough understanding of your personal and business goals. We offer a complete financial plan or specific focussed advice and believe that financial planning is more than just money, a pension or an investment portfolio. To us it’s about understanding people, and knowing what matters most to them. Of course we appreciate that money is important, but as a means to an end rather than the end itself. We are dedicated and talented professionals with over 40 years combined financial services experience who are passionate about providing quality advice and a regular ongoing service to match. The Chartered Insurance Institute (CII) has awarded the prestigious 'Chartered Financial Planners' title to AD Wealth. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings. At AD Wealth we have adopted a management style that makes the most of our nimble size and use external resources which includes research analysts, a paraplanning team and an independent investment committee to enhance our service proposition. Our job as financial planners is not to guarantee future returns or to try and second guess which investments will perform best - after all, we don't have a crystal ball. Our job is to use knowledge, skill and experience to maximise the chances of you achieving your aims and objectives. The guiding principles at the heart of our ethos are: •That we will invest your money to best meet your goals, not simply speculate on the latest trends •We will find out what is important to you and build a plan to meet your goals •We will employ the talents of a wide array of specialists on your behalf, so that you don't have to