Meet the Team

 

Statement of Principles

 

Testimonials

 

 

 

 

 

 

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Asset Investment Management - Independent Financial Planning Advice in Norfolk and Suffolk

 

About Us

 

Asset 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?

 

Whilst the 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 local authority.

 

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 bill.

 

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

 

 

 

Our Principles
 

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.

 

You can check our credentials on the Financial Conduct Authority website by going to the Register 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 clients.

 

In addition, as members of IFA Promotions, our details can be found on the www.unbiased.co.uk website.

 

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?

 

AIM - Independent Financial Planning Advice in Norfolk and Suffolk

 

 

 

  

     
 

Asset Investment Management is an Independent Financial Adviser (IFA) based in Norwich, Norfolk, offering financial advice and estate planning. Asset Investment Management Ltd, Norfolk Financial Adviser. Norwich Financial Adviser Asset Investment Management. If you have a lump sum of capital for investment, or need inheritance tax advice. Independent Financial Planning Advice in Norfolk. Independent Financial Advisers or advisors in Norfolk. Inheritance Tax planning for Norfolk and Suffolk and Suffolk

 

 

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Asset Investment Management Ltd, Drayton Old Lodge, Drayton, Norwich, NR8 6AN
Telephone 01603 869988 e-mail enquiries@asset-im.co.uk
Independent Financial Advisers

Authorised and Regulated by the Financial Conduct Authority. Financial Services Register number 462797.
FCA Register www.fsa.gov.uk/register
 
Tax advice is not regulated by the Financial Conduct Authority.
Registered in England and Wales
company registration number 5880144.

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