Axys Investment Management
The Financial Conduct Authority does not regulate tax planning or cash flow modelling.
We recognise that today’s world is increasingly complex and uncertain, it is understandable that you will be concerned about your finances and what the future holds. We provide both simple and appropriate solutions to improve financial security for our clients. We believe that by focussing on what matters most to you and having a clear picture of the life you wish to lead, we have the greatest opportunity of helping you achieve your objectives.
We provide a distinctly different approach, but very simply it is you the client who is the centre of our attention. So, if you have not been happy with your existing arrangements or wish for a more personalised service and a close working relationship with a trusted adviser, please take some time to look at the various ways we can help and how we can work together to achieve your investment goals and create the peace of mind you desire.
“For over 10 years Wyn has helped us to structure a balanced portfolio which we can easily change to meet the general financial situation of the economy and our personal requirements, we really value the regular informed investment advice provided at our half yearly reviews.”
“Your recent advice concerning Inheritance Tax planning has helped us to initiate an action plan. Wyn Thomas has for many years, provided my wife and me with sound financial advice in a professional, kindly and considerate manner. His services have ensured our continued peace of mind.”
“We felt that on the first meeting with Wyn our outlook and situation was understood so that we could achieve the best personal financial advice.”
“I value the integrity and personal service provided by Wyn. His knowledge of both my position and the financial market combines to produce the best possible financial advice and planning tailored exactly to my needs.”
Clients will pay for our services by fees or commissions where relevant, the exact details of which will be discussed and agreed with each client prior to work being commenced or undertaken.
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Axys Investment Management, 2nd Floor, Vista Building, St David’s Park, Ewloe, Flintshire. CH5 3DT.
T 01244 256316 |
E info@axysinvest.co.uk |
W www.axysinvest.co.uk
Axys Investment Management Limited is registered in England & Wales. Registered address – Unit 102 Bowen Court, St Asaph Business Park, St Asaph, LL17 0JE. Registration number 8326744. FCA number 595519.
Axys Investment Management Ltd is an appointed representative of Astute Private Wealth Ltd which is authorised and regulated by the Financial Conduct Authority. Principal firm address: 2nd Floor, Vista Building, St David's Park, Ewloe, Flintshire, CH5 3DT, United Kingdom.
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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
The Financial Conduct Authority does not regulate estate planning, cashflow modelling, tax planning or trusts.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
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