Asset Investment Management
- Independent Financial Planning Advice in Norfolk and Suffolk
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.
What do we do?
management of clients' portfolios is an integral part of what we do, it
is the effect of our actions when we can sit back and think "those
people are much better off having talked to us" that are the most
rewarding. For example:-
Mr B. Came to us with a £10,000 investment. A
thorough investigation revealed a pension fund that would
die with him. By reorganising his pension we have saved the
family, £800,000 and kept in place his care plan with the
Mr and Mrs B. Came to us with a selection of
disjointed investments. By putting in place a proper
strategy we have not only simplified their investment but
also saved their estate from a £250,000 Inheritance Tax
Mr G. Had a large investment to make at retirement.
By using the right investment structure we have saved him
£20,000 a year tax on his investment income.
Mr S. Terminally ill. His occupational pensions would
die with him. We have managed to restructure to preserve
£130,000 of pensions for his sons and for him to enjoy his
last few months.
Mr and Mrs M. Enabled them to buy a larger retirement
property using Equity Release.
Mrs S. A carefully planned Care Fees package meant
that money could never run out for care fees and ensured a
legacy for the family
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.
check our credentials on the Financial Conduct Authority website by
going to the
and typing in our reference number, 462797. We have chosen not to be a
part of any "network" so we can truly give independent advice to our
as members of IFA Promotions, our details can be found on 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.
independent financial advisers, not product salespeople! Why not read what some of
our clients say about us on the testimonials