Audley Wealth is positioned as a genuinely fresh, no nonsense approach to financial planning, pension planning, retirement planning and asset management.

Client Stories


Censeo House, 6 St Peters Street, St Albans, ​AL1 3LF

200 Aldersgate St, London EC1A 4HD

01727 227557

Investment Advice

Kenneth's Story

Kenneth was referred to Audley by a colleague. He had invested into ISAs over many years through his local building society and had established a good-sized portfolio. Kenneth was concerned that whenever he went into his local branch, nobody could seem to offer him any advice with regard to the current investment funds. We were able to provide Kenneth with an investment report detailing the performance and charges, and how speculative the funds were. It was clear the funds were too high risk for Kenneth so we advised on a new portfolio in line with his attitude to investment risk. We have also set in place annual reviews where we can meet and discuss his investments in the future.