Financial Services in Norfolk and Suffolk from Asset Investment Management Ltd

Asset Investment Management Ltd offer bespoke financial services to private clients, based on a full and clear understanding of their needs. We believe in specialisation, which is why our advisers do not try to be a "jack of all trades" but rather experts in their chosen fields.

Whilst the majority of our clients are resident in Norfolk and Suffolk, we offer a national service on issues such as With Profit Bonds and Inheritance Tax Planning.

From here you can link to just some of the areas in which we can help. Maybe you are interested in getting the best return from you investments, but are worried that Inheritance Tax may be due in the future. Perhaps you want to investigate how a properly structured Will could help.

Whatever your situation, you will want to ensure that you aren't paying too much tax and that your family has adequate protection.

If you are building up a retirement fund, or nearer retirement, our pensions page will give you lots of valuable guidance, especially if you are looking to buy an annuity with your pension "pot".

Whilst we don't major in mortgages, our mortgage page will provide information on most of the types available. If you already own your own home and want to investigate taking an income from it, then our Equity Release page is the one for you.

If you have Buy-to-Let properties and are wanting to liquidate your portfolio, we have a super risk free scheme to help you do just that and get generous tax breaks into the bargain.

You may need advice in respect of a relative regarding Long Term Care Fees. Here again we have specialist qualifications to advise you.

We also offer pre-retirement planning seminars to both private and public companies. Details of these highly valuable seminars can be found on our Seminars page.

We also offer a specialist investment and trust service for Solicitors and Trustees. Details of this may be found on the Asset Trustee Investment Services pages.

You can even get quotes for Life Insurance, Critical Illness and Income Protection yourself, with no obligation. You can buy online too if you prefer! Just go to Your Quote.

From this page you can navigate to information on some of the areas with which we can assist you.

We aim to provide a quality service at a reasonable charge.

It's unwise to pay too much, but it's unwise to pay too little. When you pay too much you lose a little money, that is all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing you bought it to do.

The common law of business balance prohibits paying a little and getting a lot. It can't be done. If you deal with the lowest bidder, it's well to add something for the risk you run.

And if you do that, you will have enough to pay for something better.

John Ruskin (1819 – 1900)

If you have an existing investment portfolio, why not transfer it to Asset Investment Management Ltd?

There is generally no charge for this and we have different service levels from which we can select to ensure that you receive the level of care and attention that you require.

You can then rest assured that all your plans are together in one place and that we can provide the same level of service to which you have either become accustomed  or would like to have in the future!

Getting the ball rolling is simple. Download one of our pro-forma transfer letters, which you can print off, complete and post to us, or use it as a template to write your own letter. We will then be in touch to arrange for the necessary transfer of agency forms to be completed.

Asset Investment Management is an Independent Financial Adviser (IFA) based in Norwich, Norfolk.Advice and financial planning on equity release, protection, pensions, investment, inheritance tax, annuities and retirement. Also covering Suffolk