Ayling Financial Wellbeing
Ayling Financial Wellbeing is a financial services company located in Winchester, England. They specialize in financial planning, fund management, tax preparation, venture capital, and business management consulting. Additionally, they offer healthcare and medicine consulting services and financial advising. Ayling Financial Wellbeing is dedicated to helping their clients achieve financial success and wellbeing.
Introduction to Ayling Financial Wellbeing
Ayling Financial Wellbeing is a financial planning and advising service company founded in 2012 by John Ayling. The company's main focus is to help individuals and businesses manage their finances and investments with the goal of achieving financial stability and security. What makes Ayling Financial Wellbeing unique is its holistic approach to financial planning, taking into consideration not just the numbers but also the individual's overall wellbeing.Services & products
Ayling Financial Wellbeing offers a wide range of financial services including investment advice, fund management, tax preparation, and venture capital. They also provide health consulting services to help clients manage their physical and mental wellbeing as part of their overall financial planning. The company's team of financial planners and business management consultants work closely with clients to develop customized financial plans that are tailored to their specific needs.Location
Ayling Financial Wellbeing is located in The Soke area of Winchester, England. The area is known for its historic buildings and charming streets, and it's home to a variety of businesses including cafes, restaurants, and boutique shops. The closest public transportation options are the Winchester train station (0.6 miles), the Winchester bus station (0.5 miles), and the Winchester taxi rank (0.4 miles).Benefits
Customers should choose Ayling Financial Wellbeing for their expertise in financial planning and their commitment to their clients' overall wellbeing. The company's holistic approach to financial planning sets them apart from other financial advising services, and their team of experienced financial planners and consultants provide personalized and customized services to meet their clients' unique needs.Good to know
Customers should be aware that Ayling Financial Wellbeing does not provide healthcare or medical services, but they do offer health consulting services as part of their overall financial planning.Reviews
Customers have consistently praised Ayling Financial Wellbeing for their professionalism, expertise, and personalized approach to financial planning. Many have commented on the company's commitment to their clients' overall wellbeing, and their team's ability to provide customized solutions to meet their individual needs.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
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credit counseling
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financial advisor
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investment management
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asset management
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estate planning
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portfolio management
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consultation
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financial advisory
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tax services
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free consultation
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tax preparation
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investment
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expertise
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advice
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guidance
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computer
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desk
FAQ
Can you provide references or testimonials from past clients?
Yes, we can provide references or testimonials from past clients upon request. We have many satisfied clients who have provided positive feedback about our services.How do you ensure confidentiality and privacy of client information?
We take the confidentiality and privacy of our clients very seriously. We have strict policies and procedures in place to safeguard client information and comply with all relevant regulations. This includes secure storage of data, limited access to information, and regular training for our staff on data protection.What types of funds do you specialize in managing?
We specialize in managing a wide range of funds, including equities, fixed income, alternative investments, and more. Our experienced team of fund managers has expertise in various sectors and can provide customized solutions to meet the needs of each client.How do you customize your services to meet the unique needs of each client?
We understand that each client has unique financial goals and needs, which is why we offer customized solutions tailored to their specific requirements. We carefully analyze each client's financial situation and work closely with them to develop a personalized plan that meets their objectives.What industries do you specialize in?
We specialize in various industries, including healthcare, technology, finance, real estate, and more. Our team of financial experts has extensive knowledge and experience in different sectors, allowing us to provide comprehensive financial solutions to clients across different industries.Reviews
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Nikki Parr
Bruce was fantastic! So easy to talk to, listened to our complex scenario and gave us some excellent advice. I trust him implicitly and will be continuing to use his service. Thoroughly recommend!
28-03-2023
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michelle cowles
I can highly recommend Bruce Ayling at St James for sound financial and investment advice. He explained clearly how my money could be invested, offering personal , thoughtful advice tailored to my situation and needs. He uses several visual aids to support his advice which show potential growth over a number of years . These can also be used to view or edit any future changes in circumstances easily. Overall I felt confidant in choosing him to support my finances.
28-08-2022
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Melanie Salter
It's such a relief to have our finances well cared for, and so reassuring to know that Bruce is there if we have queries in the future! My husband and I did not have a clear view of our finances and needed to get life insurance. Bruce found us a great joint life insurance product and made us really think about what would need to be in place if either of us died. I found the SJP app showing our net worth for the next 50+ years particularly helpful in understanding where we are with pension planning. He also moved sorted out our various pensions and made sure they were in the best place. We've had a full financial MOT and I have peace of mind which is wonderful! I know that Bruce has got the knowledge and experience to look after our financial health. He's also a delight to work with. I highly recommend Ayling Financial Wellbeing.
28-08-2022
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Ade Ojo
I had money saved in my bank account and thought there could be smarter ways to invest my money instead of just lying fallow in the bank. Bruce was recommended by my accountant and I had a call with him explaining my circumstances and he came up with a financial plan that was suited for me. He was very helpful in explaining the details and professional all the way. I couldn’t have asked for more.
28-07-2022
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Simon Davies
I am in my early 50's with a range of pension/financial products that needed appraising and consolidating. I also needed someone I felt confident in to keep me on a sensible path going forward. Bruce looked into all the pensions and other items I had not really paid attention to and worked out a clear and well thought plan for simplifying everything. He also identified some specific actions for me that produced an immediate impact in terms of tax benefits and cash rebates.
28-07-2022
