 Asset Investment Management
Ltd - Independent Investment and Financial Advisers
Welcome to Asset Investment
Management
Asset
Investment Management is an Independent Financial Adviser based in
Norwich. We provide individuals with
investment advice,
inheritance tax planning and wealth
management.
We provide
top quality, professional independent financial advice across Norfolk
and Suffolk, although our significant web presence has meant that we
attract clients from across the country.
We hope that
you will enjoy this website. All too often we see dull, dry and boring
websites which give little in the way of practical help to both clients
and prospective clients.
Why is
Independent Financial Advice important? We have a page dedicated to
explaining the different types of advisers
in the UK today. Hopefully this will give you an understanding of the
differences and appreciation of the benefit of independence when it
comes to financial advice.
This is all
set to change from 2012 when the FSA's Retail Distribution Review (RDR)
comes into play. We welcome this and already adopt working practices
which match the FSA's objectives. If your current adviser won't be "fit
for purpose" by 2012, perhaps we should be talking to each other. Read
our latest update on the Retail
Distribution Review here.
We try to be
innovative, refreshingly frank and open and you will find a wealth of
useful information here about the areas in which we specialise. We have
a full
Client Service Proposition for our investment clients which avoids
any hint of product or provider bias.
You will
also find examples of the forms that we use, reasons why we use them; in
short, get to know us at your leisure using this site, then
contact us for a personal, friendly and
professional service, either by telephone, e-mail, via the
website, by post or in person.
Downloads of
our Client Agreement, Keyfacts and Scales of Fees can be obtained
here
Before
completing any forms or taking any kind of action having read something
on this site, please ensure you have read our disclaimer and privacy
policy.
Navigating this site
Where you
see underlined text like this example,
these are links to other pages in our site. If you click on them you
will be taken to the relevant page.
Where you
see text like this,
then clicking on the text will bring up a glossary help tip.
Existing IFA practice exit
strategy
If you are
looking to exit the industry in the near future then we may be able to
help with your IFA practice exit
strategy
Recruitment
We are
looking for established investment advisers in Norfolk and Suffolk with
their own client banks to work with us. Please navigate to
IFA Recruitment
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