About Us

Our team-driven approach pairs personalised advisers with dedicated support, building lasting relationships through flexible meetings and seamless communication to achieve your financial goals.

Welcome to Axis Wealth Management

Axis Wealth Management logo

Axis Wealth Management offers independent financial advice with tailored, whole-of-market solutions.

Our personalised approach takes your goals and challenges into account, providing holistic advice with transparent pricing.

Our dedicated team ensures professional support to help you navigate your financial journey confidently.

Who we are

Our Values

Team-Based Approach

Our clients benefit from a team handling administration, research, and support alongside their Financial Adviser.

Long-Term Relationships

We focus on building lasting client relationships rather than just selling financial products.

Flexible Meetings

Our clients can meet at their preferred location, including home, accountant's office, or via phone/email.

Driven and Dedicated

Our Team

Our advisers, researchers, and administrators collaborate to help you achieve your goals with a focus on long-term relationships and exceptional service.

David Reed (DipPFS)
Director & Financial Adviser

David Reed

(DipPFS)
Irina Jantayeva
Financial Adviser

Irina Jantayeva

(Dip RFP, FCCA)
Louise Sherlock
Administrator

Louise Sherlock

(Certs CII S, M, P, ER)