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 we do not try to be a "jack of all trades" but rather experts in our field.

We offer personal advice on issues such as Care Fees and Inheritance Tax Planning. If you are building up a retirement fund, or nearer retirement, then careful pension planning, utilising all the options available under the new “pensions freedoms”, will be of interest.

If you already own your own home and want to investigate taking an income from it, then our Equity Release service is for you.

Finally, what to do when someone dies has been a concern to many people. Follow the link to download the guide produced by Align Wills and Trusts Ltd. .

What To Do When Someone Dies.pdf

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)

Existing Portfolios

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!