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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.

 

Whilst the majority of our clients are resident in Norfolk and Suffolk, we offer a national service on issues such as Care Fees and Inheritance Tax Planning.

 

From here you can link to just some of the areas in which we can help. Maybe you are interested in getting the best return from you investments, but are worried that Inheritance Tax may be due in the future. Perhaps you want to investigate how a properly structured Will could help.

 

Whatever your situation, you will want to ensure that you aren't paying too much tax and that your family has adequate protection.

 

Businesses too need to make sure that their key personnel are covered to avoid the potentially catastrophic effects on death or serious ill health of a Key Person.

 

If you are building up a retirement fund, or nearer retirement, our pensions page will give you lots of valuable guidance, especially if you are looking to buy an annuity or take advantage of the new pensions freedoms with your pension "pot".

 

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

 

You may need advice in respect of a relative regarding Long Term Care Fees. Here again we have specialist qualifications to advise you.

 

Finally, what to do when somebody dies has been a concern to many people. Follow the link in the previous text for a helpful guide.

 


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)


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!

 

 

 

 

 

 

      
 
Asset Investment Management is an Independent Financial Adviser (IFA) based in Norwich, Norfolk.Advice and financial planning on equity release, protection, pensions, investment, inheritance tax, annuities and retirement. Also covering 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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