AC Wealth Management
  • The Old Gun Rooms
  • Saffron Walden, Essex, CB10 1AT
    • 49.28% of answers helpful
    • 69 posts

Contact

Telephone:
01799 521017
Fax:
01799 521046

About

Our mission is to provide the best Independent Financial Advisory service that we possibly can for all of our clients and customers

Our Key Principles are;

* To always deal with our clients in a fair, and transparent manner, and to act with the utmost integrity at all times
* To provide information about how we are working for you, allowing you to set realistic expectations, and in the unlikely event that we do not meet your expectations to be open and up front about how to put matters right
* To provide an environment where our administrative and advisory staff can develop and grow
* To maintain technical leadership in terms of the services we provide, while remaining accessible to those of you who chose a career other than financial services

We work with our clients and customers to help them achieve their professional and personal financial goals effectively, in a timely manner, and on budget

Specialisms

Insurance:
Life Insurance and Protection
Tax:
Tax
Investments:
Investments & Savings, Pensions
Mortgage:
Remortgage (Uk Residential), Commercial mortgage, Equity Release, Mortgage (Uk Residential)

Payment

Options:
  • Fee
  • Commission

Advisers at this Firm


Level A Qualifications:
CeFA, CER, DipPFS,
Level B Qualifications:
Chart FP, APFS, FPFS




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