Expert Financial Guidance for Financial Stability
ABOUT US
AWI offers business owners in the financial advisory and wealth management sectors a more meaningful alternative to private equity business acquisitions. We understand the personal and professional significance of selling your business, and we focus on preserving its identity, and your legacy. This isn’t just us being noble – it makes sound business sense. Maintaining the operational continuity, ideology and client relationships that resulted in your business’s initial success is central to our thinking.
Achieving Our Vision:
- Maintain the same high quality service your clients expect
- Tailored, flexible acquisition solutions for smooth transitions
- A foundation of trust and transparency in all our operations
Our vision
AWI’s aim is to establish a network of leading financial advisory businesses – a network where business legacies are preserved, and operational excellence is sustained through collaborative partnerships and technology-driven efficiency. Serving as the preferred partner for advisors seeking a secure and prosperous exit strategy, AWI is creating a community of like-minded professionals dedicated to delivering exceptional client service.
OUR ETHOS
Why We are Buying
As resilient as the financial advice and wealth management sectors have been, advisors working in these areas are facing increased regulatory burdens, rising costs and time constraints. AWI offers a secure business exit strategy that maintains the operational and ideological characteristics of their business.
Offering a more dependable alternative to private equity acquisitions, we want to offer sellers a meaningful option that focuses on continuity. We’re building a network based on people and the relationships they’ve nurtured – one where respect, transparency and ethical practices are central ideas.
Flexible options for advisors
AWI offers flexible acquisition models, including full company purchases and asset purchases, tailored to the specific needs of each seller. We provide comprehensive integration support as well as options for continued involvement that deliver in-depth business exit planning, smooth transitions and successful long-term partnerships.
Meet the AWI team
Sachin Pattni
With a strong track record in wealth management and client acquisition, Sachin brings over 20 years of experience in financial services to the table.
Jimmy Patel
Jimmy Patel offers over 20 years of specialised expertise in developing and enhancing operational processes
David Loudon
David has over 40 years of experience in investment management, specialising in strategic expansion and change management.
Jeremy Leadsom
Jeremy offers over 30 years of experience in financial services, with a focus on sales, distribution and strategic development
John Wheatley
John Wheatley, as former Chairman of AFH Financial Group, brings significant expertise in the wealth management sector.
AWI Services
Discover an exit strategy that works for you, and for everyone involved in your business
Financial Planning
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Insurance Guidance
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Retirement Planning
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Investment Solutions
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INVESTMENT
Invest Smart, Live Better
Investment Advisory Services
Sensible asset allocation provides the framework for
well-constructed portfolios.
After we have a comprehensive understanding of your needs, objectives and constraints, our robust investment process, combined with the tax efficient solutions we can provide, will allow us to design balanced portfolios that focus on generating consistent, sustainable returns.
Our Group
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CONTACT US
Get in Touch with Us
0203 637 3358
info@awiservices.com
Address:
27 Old Gloucester Street, London,
United Kingdom, WC1N 3AX