About us

AW Wealth Ltd is a Managing Partner Practice of St. James's Place, based in Solihull in the West Midlands, looking after clients all over the country. 

The Practice has over twenty years of experience offering a personal face to face wealth management service, providing a wide range of expertise and knowledge in wealth management. 

We aim to help both individuals and business people to fulfil their aims and aspirations, offering that all important ‘peace of mind’ for the future. With expert tailored advice, we believe that no client is the same and therefore developing an understanding long term relationship is essential to deliver the very best service we can offer. 

The St. James's Place Group offers a wide range of high quality services to businesses and individuals whether the priority is to: 

  • Preserve and build capital 
  • Gain financial protection against risk 
  • Reduce inheritance tax liability 
  • Build a pension for retirement 

Working as representatives of St. James's Place means that our clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that is difficult to find in financial services. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up and may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.