Aquarius Wealth Management Ltd is a firm of Independent Financial Advisers. Our independent status means that we are not tied to any bank, insurance company or investment house, which enables us to be totally impartial.
Through our wealth management system we focus on developing financial plans for our clients not on selling products.
Aquarius Wealth Management Ltd is able to provide a complete financial solution to its clients through being able to advise on all aspects of financial planning.
Amongst these we offer:
- Wills and Trusts
- Mortgages/Remortgages (Buy to Let)
- Commercial Finance
- Financial Audits (where are you now/spring clean)
- Your Lifetime Plan (budget, cash flow forecasting, counselling and lifetime planning)
- Inheritance Tax Planning
- Retirement Planning
- Short and medium term Savings
- Equity Release
- Protection (death, income and critical conditions)
We are happy to meet you with prior appointment at our offices at The Innovation Centre in Longbridge or at Trueman Estates in Harborne. The first meeting is at our expense. Peter Skidmore is our financial planner who will deal with all clients linked to Trueman Estates.
For further information please visit our website.
