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 Asset
Investment Management Ltd are Independent Financial Advisers who offer a full range of independent advice in
Suffolk.
In the years
that we have been involved in Financial Services there have been many
changes which
we have taken on board as we
believe in 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.
As members
of the Personal Finance Society we must abide
by a strict Code of Ethics and Conduct. 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.
Our Pledge
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We'll
look after you when you become a client
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We will
do exactly what we say we will do and when
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We will
not put you in dubious, high risk investment products
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You will
never feel under pressure to do something you don't want to
Do we sound
like your type of adviser? If so, read on then get in
touch
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?
We are
qualified to Advanced Diploma standards from the Chartered Insurance
Institute and have been in the industry for 25 years, so we really know
what we are talking about!
Please make
contact by clicking the tab above or use the free Callback button.
Navigate our
website by pressing the Home button
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