What we do
At Axys, the approach we take and the service we provide is distinctly different to many advisory firms. Our clients are always at the centre of everything we do and our purpose is to relieve the burden of financial uncertainty to pave the way for a clearer, more secure financial future.
Over many years and many client conversations we have gained great insight to what matters most, usually, there is a common theme of the following individual requirements;
- To build and grow assets to fund a lifestyle through to retirement and beyond
- To protect assets for future commitments, such as healthcare, passing on to future generations etc
- Income generation to provide the regular funds required sufficient to live on throughout a lifetime.
We coordinate all the skills needed to enable you to manage your financial affairs, simply, cost effectively and with confidence. We believe that the level of individual attention we give and the highly personalised service we offer is a rarity these days, but it is what defines us and what we aspire to achieve for all our clients.
We work alongside our clients legal and tax advisers, to provide complimentary advice – not conflicting opinions.
Not all areas of Estate Planning or Tax Planning are regulated by the Financial Conduct Authority. The value of your investment and any income from it may go down as well as up. You may not get back the original amount you invested.