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Service Level Agreements

AFWM Service Level Agreement Icon

We offer five levels of service (for your personal portfolio) and these are available to all clients, albeit with minimum annual fee levels.

The services are (click to service agreement):

Our Ethical Principles

Never to engage in strategic investment alliances – our duty as Independent Financial Advisers is to have a one to one strategic alliance only with clients

To take responsibility for client asset management, not to delegate this to third parties

To not be afraid to give bold investment advice which we fundamentally believe is in each clients’ best interest

“ I thank all the staff for managing so well for me, at such a turbulent time in the market. ”

A.C - Portsmouth

“ I have never had to doubt that AFWM Ltd works in my best interest, taking time and care to ensure that I understand the reasons for any (fund) changes. ”

S.B – Lelant

“ Logical and informed pursuit of goals. Forward planning of strategies to deal with future possible events. ”

J.D - Hayle 01872 306422