Asset Investment Management Ltd - Independent Investment and Financial
Welcome to Asset Investment
look after you when you become a client.
do exactly what we say we will do and when.
not put you in dubious, high risk investment products.
never feel under pressure to do something you don't want to.
are completely independent - only an IFA works on your
behalf, we have no "paymaster".
carry extensive professional liability cover.
act for you, not an insurance company or bank.
Do we sound like your type of adviser? If
so, read on then get in
Who Are We?
Asset Investment Management is
an Independent Financial Adviser based in Norwich. We provide
investment advice, inheritance tax
planning, wealth management, at retirement,
long term care fees advice
and equity release.
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.
The first question you should be
asking a new or existing adviser is: - "Do you offer independent or
remained independent after
2013 when the FSA's Retail Distribution Review (RDR) came into play. We
welcomed the RDR and already adopted working practices which matched the
FSA's objectives. If your current adviser becomes "restricted" or "tied"
(for example, like most banks and direct sales organisations such as St.
James Place or 1825), perhaps we should be talking to each other.
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. Hopefully this will give you an understanding
of the differences and appreciation of the benefit of independent
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.
always tried to provide a good service at reasonable cost - in fact,
this "value for money" must be one of the reasons we keep such a loyal
client base - but why not look at what we charge
for full, independent, whole of market advice, compared to what the main
banks charge for restricted advice (from the most complained about
sector in all financial services complaints)?