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Asset Investment Management - Independent Financial Planning Advice in Norfolk and Suffolk
About Us
Asset Investment Management Ltd is an Independent Financial Adviser (IFA) based in Norwich, Norfolk. We provide independent investment and financial planning advice to people in Norfolk and Suffolk and also across East Anglia.
The directors of Asset Investment Management Ltd are Paul Barnard and Kevin Reynolds. We have been practitioners in this industry for a long time - Paul since 1983 and Kevin since 1986.
Our biographies are shown in the "meet the team" section.
In the years that we have been involved in Financial Services there have been many changes, all of which we have relished as we pride ourselves on customer focused advice; sadly not all advisory firms share the same ethos, which necessitated the formation of Asset Investment Management in 2007.
We have set out our Statement of Principles for you to study. See if this tallies with your experience of your current adviser.
We are both members of the Personal Finance Society, the largest Professional body for individual financial advisers in the UK. As members, we must abide by the Code of Ethics and Conduct of the Personal Finance Society.
You can check our credentials on the Financial Services Authority website by going to the Register and typing in our reference number, 462797.
In addition, as members of IFA Promotions, our details can be found on the www.unbiased.co.uk website.
Asset Investment Management is a small, but growing, company. We will only engage independent financial advisers as practitioners who wish to specialise and excel in their fields, as opposed to a "general" financial practitioner, such is the depth of knowledge and expertise now required to be effective for our clients.
The effective use of systems and technology means that staffing levels can be kept to a minimum so that we can concentrate on a friendly and personal service in all aspects of financial advice.
You can be sure that we will take the time to understand your needs and have the breadth of knowledge and experience to devise effective solutions.
We are independent financial advisers, not product salespeople! Why not read what some of our clients say about us on the testimonials page?
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Asset Investment Management is an Independent Financial Adviser (IFA) based in Norwich, Norfolk, offering financial advice and estate planning. Asset Investment Management Ltd, Norfolk Financial Adviser. Norwich Financial Adviser Asset Investment Management. If you have a lump sum of capital for investment, or need inheritance tax advice. Independent Financial Planning Advice in Norfolk. Independent Financial Advisers or advisors in Norfolk. Inheritance Tax planning for Norfolk and Suffolk and Suffolk |
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