andrewsgwynne.co.uk

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We are an Independent Wealth Management firm, providing tailored discretionary portfolios with matching financial advice. Our business was formed over 35 years ago and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds. We also have experience managing portfolios for charities. Focused on developing personal relationships with clients. Leeds, West Yorkshire. T: 0113 243 5344. F: 0113 243 3547.

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Home - Andrews Gwynne | andrewsgwynne.co.uk Reviews

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We are an Independent Wealth Management firm, providing tailored discretionary portfolios with matching financial advice. Our business was formed over 35 years ago and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds. We also have experience managing portfolios for charities. Focused on developing personal relationships with clients. Leeds, West Yorkshire. T: 0113 243 5344. F: 0113 243 3547.

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1 our firm

2 philosophy

3 team

4 regulatory

5 our advice

6 approach

7 caring for clients

8 fees

9 tax efficiency

10 investment

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Home - Andrews Gwynne | andrewsgwynne.co.uk Reviews

https://andrewsgwynne.co.uk

We are an Independent Wealth Management firm, providing tailored discretionary portfolios with matching financial advice. Our business was formed over 35 years ago and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds. We also have experience managing portfolios for charities. Focused on developing personal relationships with clients. Leeds, West Yorkshire. T: 0113 243 5344. F: 0113 243 3547.

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andrewsgwynne.co.uk

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Experience - Andrews Gwynne

http://andrewsgwynne.co.uk/investment/experience

Our reputation has built over 36 years, and we’re proud of who we are. We are well known within the profession and have built up a solid reputation with investment providers. These long-term relationships ensure that our clients have benefited from dealing at the same terms as large institutions with lower ongoing charges. Over the years, we have honed our investment process to make it as simple, focused and efficient as possible. We understand when to be patient and when to act quickly.

2

Team - Andrews Gwynne

http://andrewsgwynne.co.uk/our-firm/team

We work as a team of specialists, with each member bringing their own area of expertise to benefit and guide your financial decisions. We work as a team of specialists, with each member bringing their own area of expertise to benefit and guide your financial decisions. Client Account Manager and PA. Office Manager and PA. Andrews Gwynne is authorised and regulated by the Financial Conduct Authority.

3

Performance - Andrews Gwynne

http://andrewsgwynne.co.uk/investment/performance

It’s simple. We aim to grow the value of portfolios with proportionately less risk, and we have been successful in achieving this for clients. We do not chase short term performance numbers but rather focus on providing stable long term returns. For our clients, investing is much more a marathon than a sprint, with consistency more important than excitement which, in our experience, can work in both directions. Andrews Gwynne is authorised and regulated by the Financial Conduct Authority.

4

Tax Efficiency - Andrews Gwynne

http://andrewsgwynne.co.uk/advice/tax-efficiency

The ever-increasing burden of tax means that tax planning is vital. We give you the facts and help prepare your finances for the future by constantly monitoring developments. A core part of our process is to consider which legitimate tax mitigation options can be applied legally and sensibly. Particularly in the case of Inheritance Tax, our team is well versed in wills and trusts to sensitively handle this and liaise with other advisers on your behalf.

5

Investment - Andrews Gwynne

http://andrewsgwynne.co.uk/investment

We don’t take chances. Our investment recommendations are cemented in research and planning to safeguard and grow your finances. Our investment process has two key elements; the ‘top-down’ analysis of economic and market trends, and the ‘bottom-up’ analysis of the investment itself. These two routes of analysis ensure that our final investment recommendations are as solid and appropriate as possible. For more information or questions about our investment process, contact us for a confidential conversation.

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andrewsgwynne.co.uk

Home - Andrews Gwynne

We are an Independent Wealth Management firm, providing tailored discretionary portfolios with matching financial advice. Our business was formed over 35 years ago and it remains focused on developing close relationships with private clients, often extending over many generations, their trusts and pension funds. We also have experience managing portfolios for charities. Focused on developing personal relationships with clients. Leeds, West Yorkshire. T: 0113 243 5344. F: 0113 243 3547.

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