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Founded in the UK nearly forty years
ago we are now one of the largest
Independent Financial Advisers (IFAs)
in the country, with twenty nine
offices and over 400 professional
advisers. Originally Thomson's, we
re-branded to AWD Group plc in October
2004, but we have not changed
the values that caused our successful
growth - independence and a determination
to offer a transparent, comprehensive
service to all our clients.



We are acknowledged experts in the UK financial services marketplace and in that increasingly complex world, we act as a guide for private individuals and companies. We seek to ensure a prosperous financial future for individuals and to help companies benefit from loyal, committed workforces through original, tailored employee benefit programmes.


We believe in providing holistic advice which complements the lifetime goals of our clients. For companies that means we develop an understanding of the business and its strategic objectives before offering solutions. With individual clients we provide flexible financial solutions that match existing lifestyle goals and can mature and change without penalty as these targets also grow and change.


All our different businesses have a similar approach and share common themes. They all regard their clients as unique. They are all staffed by experienced specialists. They are all intent on delivering financial solutions solely created to match the very specific needs of their clients, because their independence means they owe allegiance to no-one else.

HR & Reward Consultancy

As a full service, independent, employee benefits and human resource consultancy, our aim is to ensure that the interests of management and staff are aligned to meet the current business objectives and to increase their potential to achieve more ambitious targets. The tangible rewards of pursuing this policy can be seen on the balance sheet in higher productivity, lowered staff recruitment and training costs, higher retention, and fewer days lost to 'sickness'. To achieve these key business benefits, we offer top level, performance enhancing packages including, Rewards and Incentives, Risk and Healthcare Cover and Pension Solutions.



Wealth Management

An important part of our business philosophy is to help our private clients achieve financial security and economic freedom. In AWD Chase de Vere Wealth Management, we pursue that aim by offering a personal and proactive advisory service which concentrates on helping people manage the rewards of their work. We have no standard solutions, because each client is an individual with individual goals. Some will need advice on investment and tax management, while others, at different stages of life may need help in planning school fees or retirement income. And being truly independent, we can draw from a comprehensive range of financial products and services.

Professional

We have developed many long-term working relationships with other professional advisers, including those in the fields of law and accountancy. Our objective in pursuing this strategy has always been to ensure that our mutual clients receive the best, independent advice available. For our partners, the link to our highly skilled and professionally qualified advisers adds value to their existing client relationships, deepening and widening their traditional service.

In addition to regular day-to-day contact, we provide our partners with a number of useful tools and services.

We publish a regular newsletter written specifically for our legal and accountancy contacts. It highlights topical financial planning issues of which they should be aware.

We hold regular financial planning seminars and workshops as well as assisting with client seminars when we provide expert speakers.
We have a highly structured client referral process ranging from individual referrals up to the establishment, where appropriate of a joint venture company.



For most people, the capital represented by their home is a very significant part of the family's wealth. We help clients to take maximum advantage of this asset by advising on a broad range of products and services available in today's highly complex mortgage marketplace. We deliver added value to homeowners seeking to re-mortgage their property, release equity from the home and protect their investment. We maintain long-term advisory relationships with our clients because not only do their needs and lifestyles change, but new mortgages and related solutions appear almost daily.



AWD Holding AG, our parent company, has some 6,000 professionally qualified financial advisers in Germany, UK, Austria, Switzerland and Italy, as well as a substantial presence in Central and Eastern Europe. A potent force in the European marketplace, we play a significant role in the pan European distribution of financial services and investment products. Our knowledge and experience give us a reservoir of intellectual capital simply unmatched by any other IFA and trusted by more than one million clients across the continent.

AWD Fact Sheet (213 KB)

AWD Nine Month Report 2006 (467 KB)

AWD Half Year Report 2006 (460 KB)

AWD Three Month Report 2006 (219 KB)

AWD Annual Report 2005 (3,460 KB)

AWD Holding AG:
Carsten Maschmeyer - Chief Executive Officer
Wilhelm Zsifkovits - Responsibility for the area of Group Sales
Nils Frowein - Chief Financial Officer beginning January 7, 2008

AWD Group Plc:
Simon Waugh - Chairman
Mike Kirsch - Chief Executive Officer
Robert Organ - Finance Director
Stephen Kavanagh - National Sales Director
Martyn Laverick - Marketing Director

AWD Home Finance:
David Fuher - Managing Director


The Financial Services Authority ("FSA") is the designated agency to which the UK Parliament has delegated responsibility for the regulation of the financial services industry: its objectives are to maintain efficient, orderly and clean financial markets and the education and protection of retail consumers . The FSA's powers have been granted under the Financial Services Markets Act 2000 and is now the sole regulator for the sector replacing organisations such as IMRO, PIA, SFA and the Insurance Directorate of HM Treasury.

The Financial Services Authority Limited
25 The North Colonnade, Canary Wharf, London E14 5HS

 

AWD Home Finance
Telephone: 0116 249 2594



AWD Group Plc is a member of AWD Holding AG, Europe’s premier independent financial services group.

AWD Chase de Vere Wealth Management Limited, AWD Chase de Vere Consulting Limited, AWD Direct Limited, AWD Loans Limited and Read Independent Financial Advisers Limited are authorised and regulated by the Financial Services Authority. AWD Home Finance Limited is an appointed representative of Legal & General Partnership Services Limited, which is authorised and regulated by the Financial Services Authority. All are registered in England. AWD Chase de Vere is a trading name of AWD Direct Limited, AWD Chase de Vere Wealth Management Limited, and AWD Chase de Vere Consulting Limited.

Telephone: 0845 795 9112 | Email: enquiries@awdplc.com

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