The services we provide are tailored to each of our client's individual needs. Our commitment is to offer all our clients the highest quality of advice to help them achieve their financial goals.
At Avoca we aim to build long- term partnerships rather than provide a quick fix. This is important so we can help you plan for your future and keep you on track. We like to keep things simple which includes the way we work:
Getting to know each other
There is no cost for the initial meeting as we want to understand your needs and objectives. We will explain more about our processes, fees and how we work.
Mapping your future
We create a plan that is unique to you. This will show you what your financial future looks like and what actions are required to achieve your goals.
Implementation
We will arrange everything for you and select the financial products and investments to ensure that your plan becomes reality.
Keeping you on track
Life changes, which is why we provide a review service that allows us to update your plan as your circumstances and goals change. We will meet with you to review your plan and you are free to contact the Avoca team throughout the year.
The Avoca Wealth Management Finance Portal allows our clients to access their investment portfolios and fund information online, aggregated from all your investment providers.
It also gives you secure messaging and document exchange with your adviser – if you are not already registered and would like to benefit from this service please contact us.
At Avoca we aim to build long-term partnerships rather than provide a quick fix. This is important so we can help you plan your future and keep you on track. The team will always make themselves available and we will use our expertise to take the pain out of financial planning.
If none of our services quite fit what you were looking for please get in touch so we can discuss your needs. We are happy to put together a bespoke package to specifically target your needs.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Avoca Wealth Management Ltd is registered in Scotland no. SC656603. Registered address: Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL. Avoca Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority, FRN 925093. The Financial Conduct Authority does not regulate tax or estate planning or trusts.
