We all hope that you had a good bank holiday weekend, and enjoyed the wonderful sunny weather!

Please be aware that our office is now open for client meetings again with enhanced health and safety procedures in place, though if you feel more comfortable, we are also available for virtual meetings. Please see our About Us page for more contact information and direct dials, and below for details of our health and safety measures.

Introductory Guides

Looking to get to grips with the basics of financial planning? We’ve just added a new page to the Aqua website full of introductory guides on subjects such as Inheritance Tax, Sustainable & Ethical Investing, Long-Term Care, Protection, and much more…

Exam Success

All the Aqua team would like to congratulate Luisa, the newest member of the Aqua team, on passing her exams to become a fully qualified financial adviser. She has worked extremely hard over the past eighteen months, and we are so pleased that she has achieved what she has been working towards – well done Luisa!

Our Heath & Safety Procedures

A reminder that our office is now open for client meetings and we have adapted all of our rooms to ensure that both clients and staff are as safe as possible. All staff back in the office are taking part in the government regular lateral flow test scheme. If you have any further questions, or require additional information, please contact us and we will be happy to assist you.

Thank you for reading, and wishing you a happy and healthy June,

Your Aqua Wealth Management Team