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Asset Investment Management - Clients' Page

 

We have always striven to keep abreast of technology and to provide regular reviews in a meaningful and helpful manner. To this end, the bulk of investments are held on the Transact Platform, which enables us to select any fund available in the UK for you, rather than being limited to someone else's restrictive list.

 

Using the button on the right you can log in to your Transact portfolio using your dedicated PIN, provided by Transact direct to you.

 


Client Newsletters

 

These are available both as online and pdf files

 

Edition Link to printable pdf Online version

Spring 2017

OPEN

Autumn/Winter 2016

OPEN

Summer 2016

OPEN

Spring 2016

OPEN

Winter 2015/16

OPEN

Autumn 2015

OPEN

Summer 2015

OPEN

Spring 2015

OPEN

Autumn/Winter 2014

OPEN

Summer 2014

OPEN

Winter 2013/14

OPEN

Autumn 2013

OPEN

Summer 2013

OPEN

Spring 2013

OPEN

Winter 2012/13

OPEN

Autumn 2012

OPEN

Summer 2012

OPEN

 

 


 

We are always keen to talk to new clients - why not make a referral and get the opportunity to win two bottles of quality wine?

 

A simple though appropriate maxim, but if you are happy with what we do - tell everyone. If you are not happy - please tell us!

 


 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

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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