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


Jons story

John had already been a client for a number of years when he took agreed redundancy which resulted in a significant payoff and tax bill.


In conjunction with his accountant, we put in place a strategy to reduce the tax liability by, making additional pension contributions. We did this by utilising previous years unused allowances, as well as other tax-efficient investments (EIS VCT and SEIS).


This allowed John to mitigate a proportion of the tax due as well as invest further for his retirement.