Professional & Approachable
From our offices in Sunningdale we work with clients throughout not only Berkshire but London and the South East. We are dedicated to helping our clients identify and achieve what matters most in their life.
We realise that every situation is different and every individual is unique. That’s why we provide personal recommendations, customised to your specific needs. Working with you over the years we will ensure you feel confident, comfortable and in control of your financial future.
Our Clients are at the heart of the business. Great Clients deserve a great team to support them. All of our advisers and client service team are committed to delivering a consistently high level of service and maintaining the highest professional standards.
Personal service, delivered by a dedicated team. We don’t use a computerised switchboard, every call is answered by someone who wants to help promptly and efficiently.
If you are interested in joining the team please see our careers page for current vacancies
- Role:Managing director and senior adviser
- Advisor since:1986
- Interests:Cycling, skiing, motorbike tours
- Rob Says
“Most people do not fully appreciate the peace of mind that comes with a financial plan....”
Rob was previously MD of Sweeting Smedley Paulding & Co Ltd for 16 years, before aquiring AWA in 2010 and merging the businesses in 2011.
“Working with clients is the best part of this business. We are happy to spend as much time as our Clients need, to ‘coach’ as well as give advice, to help get our clients where they want to be.”
- Role:Director and Senior Adviser
- Advisor since:1989
- Interests:Golf, Harley Davidsons, Travel and More Golf
- Graham Says
“My job is to help my clients get what they want, to keep to the plan, and to have fun along the way”
Graham was previously a Director at Sweeting Smedley Paulding & Co Ltd and continues in that role at AWA specialising in providing retirement and investment planning, mortgage and protection advice.
“The complexity of the modern financial world is such that everyone will usually benefit in some way from engaging with us at AWA. I can’t remember when this has not been the case, and I also believe that giving more than one ever expects to receive back is a pretty good template for an excellent life”
- Team Member since:2001
- Interests:Cycling, Cycle Tour Holidays and Baking
- Lija Says
“I could have won the Great British Bakeoff, if I had been in it!”
- Before AWA, Lija worked with Rob and Graham at Sweeting Smedley Paulding & Co. Ltd.
“One of the best parts of working with Rob and the team is knowing that I play a part in helping clients achieve their financial goals.”
- Role:Client Relationship Manager
- Team Member since:2007
- Interests:Kitchen Gardening, Hen keeping, Rugby (watching), Coastal Walks
- Helen Says
“Welcome to Wimpole House, tea, coffee or one of my “mean” cappuccinos?”
Helen has enjoyed a varied career in Financial Services, 25 years with Abbey National including Advisor and Management roles taking her to the City of London and on to Area Sales Management. She says moving to AWA has brought a greater balance to family life.
“So many women still delegate their financial security to others. I’m interested in lifetime financial planning and experience tells me that you can be sure that at some point times will be rough. I look for an Advisor that going to be available to me even when times get tough.”
- Advisor since:January 2018
- Team Member since:August 2016
- Heather Says
“Go on, ask me a difficult (financial planning) question...!”
- Heather joined AWA as a paraplanner (technical support) but quickly showed excellent promise as an adviser. Accumulating additional qualifications on the way Heather became an adviser in January 2018 and now combines both roles.
“Covering both adviser and paraplanner roles means I'll always be busy!”