Asset Investment Management Ltd - Independent Investment and Financial
Welcome to Asset Investment
look after you when you become a client.
do exactly what we say we will do and when.
not put you in dubious, high risk investment products.
never feel under pressure to do something you don't want to.
are completely independent - only an IFA works on your
behalf, we have no "paymaster".
carry extensive professional liability cover.
act for you, not an insurance company or bank.
Do we sound like your type of adviser? If
so, read on then get in
Who Are We?
Asset Investment Management is
an Independent Financial Adviser based in Norwich. We provide
investment advice, inheritance tax
planning, wealth management, at retirement and
long term care fees advice
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
Last Christmas, rather than send
cards to clients, we donated £100 to the East Anglian Children's
This move was warmly welcomed by
The first question you should be
asking a new or existing adviser is: - "Do you offer independent or
remained independent after
2013 when the FSA's Retail Distribution Review (RDR) came into play. We
welcomed the RDR and already adopted working practices which matched the
FSA's objectives. If your current adviser becomes "restricted" or "tied" (for example, like most banks and
direct sales organisations such as St. James Place or 1825), perhaps we should
be talking to each other. Read our note 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
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.
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)?
Portfolio Review Service
launched a free service for prospective new clients. No charge, no
hidden fees and no obligation. Go to the
Portfolio Review Service page
for more details.
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 £500,000 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
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.
then clicking on the text will bring up a glossary help tip.