A truly independent wealth management company. At Ambient Wealth, we provide unbiased and impartial advice across a universe of products, services and jurisdictions. Products and solutions are designed to protect and nurture our clients wealth, within a safe and secure environment.
Ambient Wealth is built on a family legacy of wealth planning and financial management services.
Following in his father’s footsteps, Josh Williams decided to bring his own financial consultancy to the world after over a decade working for large corporations as well as boutique financial advisory firms, in the UK and across Europe.
“Ambient Wealth was born from my passion to explore and understand the intricacies of UK and offshore financial infrastructures, in turn being able to assist our clients with the experience and know-how they deserve in an ever changing world, particularly surrounding tax legislation and compliance. Having a sound financial plan in place is not a luxury, it’s a necessity and no two plans should be the same – this is where we come in.” – Josh Williams
At Ambient Wealth Management, our goal is to not only ensure that you’re set up for financial success, but that your beneficiaries are well taken care of long after you’re gone. We’re not just your financial advisors for right now, we are your long-term wealth management partner who strive to see your legacy stand the test of time.
One of our priorities is the transparency of fees, which are amongst the lowest in the industry – combined with our active, yet careful management process.
Ambient Wealth Management is built on a family legacy of wealth planning and financial management services.
Following in his father’s footsteps, Josh Williams decided to bring his own financial consultancy to the world after over a decade working for large corporations as well as boutique financial advisory firms, in the UK and across Europe.
“Ambient Wealth was born from my passion to explore and understand the intricacies of UK and offshore financial infrastructures, in turn being able to assist our clients with the experience and know-how they deserve in an ever changing world, particularly surrounding tax legislation and compliance. Having a sound financial plan in place is not a luxury, it’s a necessity and no two plans should be the same – this is where we come in.” – Josh Williams
At Ambient Wealth Management, our goal is to not only ensure that you’re set up for financial success, but that your beneficiaries are well taken care of long after you’re gone. We’re not just your financial advisors for right now, we are your long-term wealth management partner who strive to see your legacy stand the test of time.
One of our priorities is the transparency of fees, which are amongst the lowest in the industry – combined with our active, yet careful management process.
As one of our clients, you’ll always know exactly what to expect every step of the way.
Your free initial consultation will help you determine whether our services are right for you. We’ll get to know more about who you are and you’ll get to put a face to our brand. Transparency is at the heart of everything we do.
Next, we will take the time to understand your existing financial portfolio and what your immediate and future goals are. Using these details, we will build a personalised set of recommendations for your consideration.
This is where we take you through your personalised wealth management recommendations, and how to make the most of your money right now and grow it well into the future. We’ll also explain our fees and what you can expect during your relationship with us.
Once you’ve settled on the solutions that you feel best meet your financial goals, we will take you through our comprehensive onboarding process. We aim to work closely with you every step of the way, ensuring you’re kept up to date on processes, applications, and any further requirements.
Welcome aboard! You’re now an Ambient Wealth Management client. We can now get to work managing and growing your finances while keeping you up to date with regular review meetings and portfolio analyses. We look forward to helping you build your financial legacy whilst you spend time enjoying your life.
My adviser Josh dealt with queries about my pension transfer in an efficient and professional manner, keeping me updated of the progress along the way and assisting in getting a very good exchange rate when it was time for the transfer from UK. I am very happy with his service and would thoroughly recommend him. Infact, I had been approached by two other companies but chose Josh because of the trust he instilled in me.
December 01, 2023
I have worked with Josh for four years and I have been completely satisfied with his expert advice and honesty.
He explains things very simply and seems to have very good insight into a complicated business. I trust him totally and I am very happy with how my investments have flourished with this company.
March 12, 2024
I invested with Josh on the recommendation of friends. I’m very happy I did. I had money that I didn’t know what to do with, and after we talked, he put me at ease and was confident he’d look after me. I still feel that way. He keeps in touch and offered to be of assistance in an unrelated financial matter that I had mentioned, and wasn’t sure about. Happy to be doing business with him.
March 09, 2024
We’re ready to answer any questions you might have and schedule an obligation-free meeting with an adviser. Leave us your details and an adviser will reach out at your requested time.
Alternatively, contact us direct
Telephone / WhatsApp: +34 658 077 450
Email: contact@ambient-wm.com
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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