The following are a selection of some of the comments received from our clients. We always strive to improve our service, so if you have a constructive criticism as to how we may improve, please let us have this too! If you would like to leave a testimonial, please let us know.
What were the circumstances that caused you to look for a IFA?
I was offered and accepted early retirement and was looking to invest my lump sum.
How did Kevin Reynolds help you?
Gave me advice and helped me compile a portfolio.
What is your current situation? Have you seen the outcome you were hoping for?
More than satisfied with my portfolio and guidance from Kevin.
What could they have done better?
If there is an area where these guys could have done better then I have yet to think of it.
David, Norfolk, November 2015
"We like dealing with your company, we feel that we can trust you and that is so important"
Mr and Mrs B, Bungay, November 2016
We have just won an award from the "Best of Norwich" following a testimonial left on their website.
"The support and patience shown to me whilst sorting out my life assurance went above and beyond what most financial advisors would do."
The award recognises us as one of the best businesses in Norwich - shouldn't your finances be looked after by no less?
Thank you so much for taking us on as clients and for keeping us informed.........you have made us feel like human beings again and not just a portfolio number!
Mr and Mrs B, Norwich, June 2013
We were recommended by our accountant to use Asset Investment Management following dissatisfaction from our current IFA. We have been extremely pleased with the quality and in depth investigations into our circumstances and our required outcomes and the action that has resulted in moving our funds into a wider portfolio. We now understand considerably more about the reasons various investments have been recommended to us and look forward to seeing our investments grow.
Mr and Mrs K.W, Harleston, February 2012
Asset Investment Management Ltd were recommended by a work colleague and I have been more than happy with the service provided. I now have a clearer understanding of my investments and more in control. They provided a friendly, professional service. Many thanks.
Mrs J.F., Long Stratton, January 2012
They sorted my pension for me when I was getting divorced. This included my own pension and also some my husband gave me as part of my settlement. They were very patient and understanding and explained everything clearly. I actually felt that I understood everything that was happening and better still my fund has grown faster than I expected it to. Definitely worth speaking to. Thanks Kevin & Paul
Mrs C.B., Norwich, December 2011
The support and patience shown to me whilst sorting out my life insurance went above and beyond what most financial advisors would do. Kevin Reynolds' determination to get me cover (I have health issues leading to refusals for life cover) at the best price took him several months of persistence with some very stubborn insurance companies. I am in no doubt that were in not for Asset Investment Management's tenacity, I would still have a £70,000 shortfall on my life mortgage cover.
Mr P.M., Norfolk
"Kevin has often provided us with the right solution at the right time and his personable approach to asset management and future-proofing is second to none.
A good man to have on your team during the hard times!"
Mr P.C., Coventry
A thoroughly professional, friendly service. I would recommend you 100%.
Ms L.F., Toftwood
I have been very happy with your service, in which you gave me exactly what I asked for and more.
We have decided that in the near future we are likely to move house with two options, one to which would be to down size price/location with a mind to use the difference as further income.
I am sure that you could be of service if that happens.
I would just like to thank you again for your help.
Mr R.S., Kent
I should like to commend Asset Investment Management's prompt and sound advice.
Despite being of no financial benefit to their company this service was given with no extra fee involved
Mrs S. B, Bungay
We have been very impressed with the care with which you have explained things and made sure we understood what you were saying. We both feel very confident that - World financial situation excepting - our savings are in good hands
Mrs and Mrs J, Acle
Thank you for your letter dated 27th June enclosing the FSA Factsheet. This has helped me to clarify my thoughts.
Thank you once again for your kind assistance; should it be necessary to consider Equity Release in the future I will have no hesitation in contacting you.
Mr B.M., Wymondham
We were floundering in a sea of paperwork and didn't understand what we had until you put us on the right track!
We are only sorry that we didn't know about you sooner.
Mr and Mrs F, Happisburgh
We have just completed the transfer of funds to Sue's current
account and can confirm they are now available. Therefore the cheque
can be deposited as discussed.
Just a quick phone call to say thank you for sorting out the tax free cash from my pension - it went into the bank today
Mr R McL, Dover
"The money arrived 3 days ago, and was most welcome. I really appreciate the help you have given us" - Mr G B, London
"Received the cheque. Thanks for that and your help. If I hear of someone who wants to buy an annuity I'll certainly recommend your company." Mr B.B., Saffron Walden