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

Pension advice

Steve's Story

Steve was looking to expand his haulage business but was unable to obtain the funding from his bank. We discovered an old pension that Steve had forgotten about. After some analysis of Steve’s circumstances and income requirements in retirement it was possible for Steve to take a tax free lump sum and purchase a new lorry, which in turn is projected to more than double the business turnover.