Tony Creeger - AWA Wealth Management


Wimpole House, Sunningdale, SL5

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Equity Release, Financial Planning - Personal, Investment Planning, Lump Sum Investments, Wealth Management
Qualifications: Advanced Financial Planning Certificate, Certificate in Lifetime Mortgages (IFS), Investment and Risk, Certificate in Financial Planning and Lifetime Mortgages Activities, Personal Finance Society Diploma (PFS), Taxation and Trusts, Personal Financial Planning, Pensions, Pension funding options, Pension income options, Investment principles, markets and environment, Retirement Options, Pensions Investment Options, Mortgage Advice Qualification, Saving and Investment
Years as a regulated adviser: 15
Remuneration method: Either
FSA Registration Number: 425739 (Check this)

We offer 3 service propositions:
1. A risk managed investment portfolio service aligned to your tolerance for risk that can be applied across your accumulated pensions and savings to enhance and preserve your future financial well being.
2. Planning for efficient income provision from your investments, savings, pensions, or property assets.
3. Arranging Lifetime mortgages or Reversionary Equity Release schemes to increase retirement income, or distribute capital to help your children or grandchildren.

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