Financial Planning

Both individuals and businesses share the need to do prudent financial planning. Aspects of planning such as budgeting, putting aside money for the future or emergencies and investing apply equally to both. We are now able to offer clients a new way of managing their money with a Financial Planning service that is integrated into a seamless service with tax, accounts and legal advice.

Our financial planning team is led by Karen Miles & David Taine looks after clients from our Cambridge office. In order to comply with the terms of the Financial Services Acts our investment business is transacted through AWA Financial Planning Limited which is an authorised representative of Oakwood Asset Management. We do not handle client money directly.

You can choose how you would like to pay - either a straightforward fee or opt to allow us to receive a commission (the amount of which can vary or be agreed in advance). This means that you stay in control and we can ensure that you are not suspicious that the advice we give is coloured by the reward that we might receive.