About Us
Your Trusted Partner in Financial Success
IAS was founded on the principle that all aspects of financial planning should work in harmony. We saw that investment-only advisers were insufficient for clients’ needs. As a solution, we have combined investment advice with retirement planning, estate planning and tax efficiency to create a personalised solution for your complete needs.
Our initial step focuses on us gaining a full understanding of your specific objectives and the obstacles preventing you from achieving them. Your financial situation helps us develop a financial strategy that targets your most important needs. Our approach includes proactive communication and routine plan reviews to maintain alignment with your changing life conditions. We aim to provide clear, actionable guidance that helps you make knowledgeable choices.
OUR APPROACH
Our Familial Approach
Rather than treating each person separately, we prioritise addressing entire family groups. Our services work to provide benefits that extend beyond your personal needs so your family members can secure financial stability across multiple generations. The goal is to build lasting relationships, serving as your trusted wealth management adviser year after year, providing expert guidance with care.
WHY ASQUIRE MANAGEMENT
Empowering Your Financial Freedom
We are a traditional financial advisory firm based in Richmond. We pride ourselves on offering sound financial advice to our clients. To do that we take a personalised approach to each and every one of our clients, ensuring that we have a thorough understanding of their financial circumstances, needs and objectives.
We work with our clients and put in place a plan to help them reach their financial targets. Our team-based approach allows us to provide a unique blend of specialist skills, linking financial planning, tax efficient structuring and asset management.
OUR SERVICES
Guiding You to Financial Success
IAS provides its clients with advice on:
- Pensions
- Tax and Estate Planning
- Alternative Investments
- Property
- Managed Investment Portfolios
- Insurance and Protection
- ISA’s
Meet Our Team Members
Sachin Pattni
Financial Adviser and Group CEO
Sachin brings more than 25 years of experience in the financial services industry, during which he has held senior management and fund management positions. A member of the Chartered Institute for Securities & Investment (CISI), his expertise centres on portfolio construction, asset allocation and the selection of appropriate investment solutions. Sachin takes a structured and analytical approach to supporting both clients and advisers, drawing on a career that has encompassed overseeing investment strategies at the highest level.
Jamie Power-Mason
Financial Adviser
Jamie is a technically focused adviser with broad knowledge spanning investments, tax, retirement and inheritance planning. Holding the LIBF Diploma for Financial Advisers (DipFA), his primary areas of expertise are pension planning and tax-efficient investing. Jamie’s approach is centred on reducing the stress often associated with financial decision-making, working to build long-term relationships that help clients identify and confidently achieve their financial objectives.
Kush Valand
Financial Adviser
Kush holds the LIBF Diploma for Financial Advisers (DipFA) and brings more than 15 years of industry experience, spanning life insurance and technical trading systems. His areas of expertise include investment selection, inheritance and succession planning, and retirement planning. Kush takes the time to understand each client’s individual circumstances, tailoring his advice accordingly and working diligently to help ensure their financial position is as secure and comfortable as possible.
Michael Sturgess
Financial Adviser
Michael began his career in the KPMG London Tax Practice in the late 1980s, where he first worked alongside Neil Weston. In 1996, the two joined forces to establish Independent Advisory Services, a regulated firm of Independent Financial Advisers, which was subsequently incorporated as IAS Financial Planning Ltd in January 2013. In March 2026, with succession and continuity of client service firmly in mind, Michael and Neil brought the company under the AWI umbrella. With more than 40 years of experience in financial services, Michael advises across all aspects of pensions and general investment and financial planning, underpinned by a thorough knowledge of personal tax.
Neil Weston
Financial Adviser
Neil began his career in the KPMG London Tax Practice in the early 1990s, where he first worked alongside Michael Sturgess. In 1996, the two joined forces to establish Independent Advisory Services, a regulated firm of Independent Financial Advisers, which was subsequently incorporated as IAS Financial Planning Ltd in January 2013. In March 2026, with succession and continuity of client service firmly in mind, Neil and Michael brought the company under the AWI umbrella. With more than 40 years of experience in financial services, Neil advises across all aspects of pensions and general investment and financial planning, underpinned by a thorough knowledge of personal tax.
Jessica Thornton
Head of Client Relations and Administration
Jessica brings extensive operational expertise and a deep understanding of the financial advice landscape. Having built considerable experience across both client and adviser support functions, she has developed a particular strength in fostering trusted, long-term client relationships. As Head of Client Relations and Administration, Jessica combines technical knowledge with an unwavering commitment to delivering consistently high-quality service.
James Norris
Administrator
James is an experienced administrator who works closely with advisers to support a wide range of client needs. Highly organised and detail-oriented, he manages a varied workload with accuracy and efficiency, ensuring processes run smoothly while maintaining high standards of compliance and service. James takes pride in building effective working relationships with both colleagues and clients, providing clear communication and dependable support at every stage.
Sintija Abele
Client Services
Sintija has developed a strong foundation in client services and financial processes, informed by previous experience at Fidelity and Willis Towers Watson. Her background has given her a solid grounding in industry standards and best practices, as well as the communication skills needed to build effective and lasting client relationships. Sintija is committed to delivering a reliable and attentive level of service to every client she works with.
