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Asset Investment Management Ltd - Independent Investment and Financial Advisers

Welcome to Asset Investment Management

 

Our Pledge

  • We'll look after you when you become a client.

  • We will do exactly what we say we will do and when.

  • We will not put you in dubious, high risk investment products.

  • You will never feel under pressure to do something you don't want to.

  • We are completely independent - only an IFA works on your behalf, not their paymaster's.

  • We carry extensive professional liability cover.

  • We act for you, not an insurance company or bank.

Do we sound like your type of adviser? If so, read on then get in touch

 

Who Are We?

 

Asset Investment Management is an  Independent Financial Adviser based in Norwich. We provide individuals with investment advice, inheritance tax planning, wealth management, at retirement and long term care fees advice .

 

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.

 

Indeed, we have just been awarded the accolade of "one of the best businesses in Norwich" by "The Best of Norwich", following a satisfied client's testimonial.

 

Independence

 

The first question you should be asking a new or existing adviser in 2013 is: - "Do you offer independent or restricted advice"?

 

We have remained independent in 2013 when the FSA's Retail Distribution Review (RDR) came into play. We welcome the RDR and already adopt working practices which match the FSA's objectives. If your current adviser won't be "fit for purpose" by 2013, becomes "restricted" or "tied" (for example, like most banks and direct sales organisations such as St. James Place), perhaps we should be talking to each other. Read our latest update on the Retail Distribution Review here.

 

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 financial advice.

 

A recent addition is that of the video page where we have prepared (and will be adding to) some explanatory video presentations.

 

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.

 

Charges

 

We have 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)?

 

Asset Elite

 

It has become clear to us that whilst most people are looking to grow capital and/or income, there comes a time, perhaps after a business has been sold or an inheritance received, where the investment process is secondary to the tax implications and perhaps estate planning problems that larger sums of money can bring.

 

With this in mind we have developed the concept of "Asset Elite" for clients with investible assets of over 750,000 which utilises the services of a range of independent Discretionary Fund Managers (DFMs) to target capital preservation whilst we concentrate on the estate planning side as your financial planning advisers.


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.

 

     
 
Asset Investment Management Ltd, Norfolk Financial Adviser. Investment Advice Norwich. Norwich Financial Adviser.Investment Advice Norwich. RDR. Financial Advice in Norfolk. If you have a lump sum of capital for investment, or need inheritance tax planning advice. Independent Financial Planning and inheritance tax. RDR. Advice in Norfolk. Independent Financial Advisers and Inheritance Tax advisers in Norfolk and Suffolk

 

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Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, NR8 6AN
Telephone 01603 869988 e-mail enquiries@asset-im.co.uk
Independent Financial Advisers

Authorised and Regulated by the Financial Conduct Authority. Financial Services Register number 462797.
FCA Register www.fsa.gov.uk/register
 
Tax advice is not regulated by the Financial Conduct Authority.
Registered in England and Wales
company registration number 5880144.

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