The Value of Feedback

The Value of Feedback

The Value of Feedback Growth and improvement are two things which we hold with great importance here at AIWM. As much as we check in yearly with our clients through Progress Meetings to assess what’s changed, what’s going well and not so well, we take the same...
Case Study: Gabrielle and exiting the business

Case Study: Gabrielle and exiting the business

Gabrielle, along with her business partner Ian, had been running a successful small business for many years when we first met. The business was doing okay but was very reliant on the two main directors and business owners being involved on an ongoing daily basis. The...
Understanding and quantifying your resources

Understanding and quantifying your resources

What financial resources do you have available now to help you meet your objectives? Are you ‘guesstimating’ what you may have now or in the future? Or are you confident in the accuracy of the figures you have pulled together? True lifestyle financial planning is...
We have been awarded BS 8577!

We have been awarded BS 8577!

It gives us great pleasure to announce that we have been awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd. It has also been recognised that both Ian and Andy, our Planners, conform to the principles...