Avais Chaudhry

What I can say with absolute confidence and faith is that I will always look after my clients’ wealth and their family affairs as I would with my own. Based on client experience; finding a trustworthy Independent Financial Adviser is one of the most difficult things you can do. The level of service, care, knowledge, as well as the offering and professionalism that you will see and receive throughout will be at the highest possible level that any client should feel and has felt. There is a duty of care that comes with providing the service that I do, and I take a great pride in offering this to the highest level. I have been working in this profession within Wealth Management and as a Financial Adviser in excess of 13 years. My general offering is to provide completely bespoke, independent and tailored advice, as well as robust planning for clients in the areas of: investment, pensions (including pension transfers), protection and life planning, inheritance tax advice and mitigation and forward thinking income tax and capital gains tax planning. This includes working with business’ owners, c-suite clients (chief executives and those alike), limited companies, charities, trusts and various retail or commercial and corporate clients as well as clients that are retired or 'at retirement' and are looking for ways to maximise what they have whilst mitigating their tax position. Myself, as well as my clients work with the largest, and most prestigious Investment Banks and Fund Managers/Investment Managers in the United Kingdom where we have access to exclusive fee terms with these companies. This in turn allows me to offer my clients a unique service that starts from portfolio management to more complex and sophisticated financial planning encompassing a wide range of areas, at extremely fair value. EQ Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395. Please note: The Financial Conduct Authority do not regulate Inheritance Tax Planning.