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


Linda's Story

Linda, who was already an existing client of ours, had some money in her current account that she was eventually planning to invest. However, she was concerned about the current market situation and the risks that could bring to any investment.

Acknowledging her concerns, we conducted some research into a variety of cash ISAs to find which would be the best fit for her situation.

After discussions with our team, we advised her that she could improve her return on her existing current account savings by placing the money in a cash ISA, in preparation for when she is ready to invest.