Axys Investment Management - Trusting Relationships

About you

You may be the owner of a business, a company director or you may have already reached retirement and want advice on the best way to manage your finances, investments, retirement portfolio and reduce any potential tax liabilities. 

You may have a very busy family and work life, but do not always have the time to really focus and review your personal finances and quite often important decisions are deferred which can have a detrimental effect on your financial wellbeing.

Our advice is sought usually when individuals are faced with a major financial decision, such as impending retirement, the sale or exit from their business or where an inheritance has been received. It is at times like these, that our guidance is most valued and we can help you by clarifying and defining your goals and organising your financial resources effectively. We work with you to review and analyse your existing pension and investment portfolios and provide an unbiased and impartial view to ensure that they remain suitable for their purpose.

Typically you will be serious about your money, have worked hard to accumulate it and want to make best use of it. You will be the type of individual who is happiest when you have a plan, with clear objectives to enable you to live and enjoy the life you lead.

Read all about us!

Axys Investment Management - Testimonials

We take great pride in the work we do and in the trusting relationships we create. Please take a moment to read what our clients say about us and the service we provide.

Below we have provided a number of real life stories which illustrate how we’ve helped people just like you to achieve their financial goals. You will find stories relating to Inheritance Tax Mitigation, Retirement Planning and Restructuring an Investment Portfolio to create a clear and relevant investment strategy.

“I am most pleased with the service I have received and you set the standard, I would judge others by. For over twenty five years I have relied upon financial advisers to guide me in my investment portfolio and there has been none better than Wyn Thomas, who has taken on this responsibility since 2007.”

“We are both delighted with the service you provide and we are particularly impressed by the time you are willing to spend explaining the options available to investors and the advice given thereafter. We value the fact that you keep a constant eye on all aspects of our financial affairs and nothing seems to be too much trouble. Keep up the good work.”

“We have been pleased and delighted with the service you have provided. It has always been professional and easy to understand and always as if we were friends/family almost, not just ‘customers’. We wish you the best with the launch of your new company.”

“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 I with sound financial advice in a professional, kindly and considerate manner. His services have ensured our continued peace of mind.”

“We really value the way you look after us and put our interests first. In particular I appreciated the way you took care of my concerns whilst John was in hospital, you took a weight off my shoulders.”

“The regular contact and the benefit of Wyn’s market analysis is really valued by us and we feel that our best interests have been served by having him as our financial adviser.”

“During these seven years he has given me excellent diligent advice on my cautious approach to investing, resulting in very good capital protection and income. He has always demonstrated a very friendly and professional attitude in getting things done quickly and correctly.
I have found Wyn is a person to trust and rely on totally to look after my affairs. He is also backed by a first class office team where nothing is too much trouble and dealt with in a pleasant manner.”

“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.”

“Excellent personal service provided by the whole Axys team.”

“Over the years that we have had Wyn as our adviser the level of service has always been excellent, he has helped us enormously with everything and much more. We also value the face to face meetings at our home as it is more relaxed and gives us more time to talk over any concerns that we may have. We wouldn’t change a thing and would recommend Axys Investment Management to anyone.”

Case Studies

Leaving a Legacy

Clients referred by Solicitor were concerned about their IHT liability. Following a full review it was apparent that they had a substantial IHT liability in the region of £400,000.

Creating peace of mind

Clients were a retired couple, tired and frustrated with paperwork and endless administration of their investment portfolio,which they had accumulated over many years.