Our Services

Below you will find all the financial services that we provide at MWA

We are dedicated to providing truly impartial financial advice on all areas of financial services. From mortgages to pensions, family protection to insurance, we aim to cover a range of financial services for our clients’ needs.

Retirement
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  • Occupational and Personal Pension Scheme Reviews
  • Annuities Income Drawdown
  • Pension Fund Withdrawal
  • Accessing tax free cash lump sums
  • Consolidation of multiple pension schemes
  • Pension sharing on Divorce
  • Self Invested Personal Pensions (SIPPs)
  • Phased Retirement

Protection
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  • Life Assurance
  • Mortgage Protection
  • Critical Illness Cover
  • Income Protection
  • Partnership Protection
  • Shareholder Protection
  • Keyman Insurance
  • ​Relevant Life Protection

Estate Planning
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These services are not regulated by the Financial Conduct Authority.

 

  • Reducing Inheritance Tax Liabilities
  • General Trust Advice

Savings & Investments
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  • ISA’s
  • Collective Investments
  • Investment Bonds
  • National Savings & Investments
  • Offshore Investments
  • Personal Investment Review Service
  • Investment Portfolio Strategy and Management
  • Taxation Mitigation Strategies
  • Enterprise Investment Schemes
  • Venture Capital Trusts

Mortgages
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  • Residential House Purchase
  • Buy to Let
  • Let to Buy
  • Equity Release
  • Lifetime Mortgages
  • Capital Raising
  • Remortgages

Mortgages are secured on your home or other property and you could lose ownership of this asset if you fail to keep up the required mortgage repayments.​​

Financial Planning
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  • Helping organise financial affairs to achieve financial goals & objectives
  • Creating a tailored financial plan for you and your family
  • Maximising Tax Allowances
  • ​Wealth Management

 

MWA Ltd is registered in England and Wales.
Company Registered Office: 17 Mary Vale, Godalming, Surrey, GU7 1SW.
Company Registered Number: 5040142
MWA Ltd is an appointed representative of ALPs FS Ltd, which are authorised and regulated by the Financial Conduct Authority.

THIS WEBSITE APPLIES TO THE ACTIVITIES WITHIN THE UK ONLY.

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