About Aevitas Wealth Ltd

Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
Our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and personalised services, Aevitas is truly committed to providing a wealth management experience that is as comfortable as it is productive.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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