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Exclusive Asset Management Limited

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Exclusive Asset Management Limited

Overview:

Exclusive Asset Management was first established as a specialist in advice on tax mitigation for small to medium sized companies. Our success was built on the principle of offering company directors a superior level of service and commitment, something many of them had found lacking in their previous financial advisers.

Our ability to deliver professional, unbiased advice and a high level of service led many directors to request the same service for their own personal financial planning and resulted in recommendations to family, friends and business associates. From these referrals was born our flourishing Wealth Management Division, specialising in meeting all aspects of personal financial planning.

We believe the service we offer is truly exclusive, based on the well proven principles of our '5 steps to success toolbox' used to implement a bespoke investment strategy for each client that is continually reviewed and advised upon.

We continually develop the understanding of investment principles through free workshops and seminars to audiences of clients and interested parties at venues across the UK.

Since the inception of our Wealth Management Division in 2004, our clients have entrusted us with both protecting and increasing their wealth. This is a trust we take seriously, reporting to our clients quarterly, with exclusive investment briefings which our clients tell us are invaluable. Click here to read testimonials.

Our commitment to our clients is to deliver exceptionally high standards of advice and service in a simple and clear manner, with a promise to take care of our clients and their financial planning through regular reviews and on going advice.

We really are 'Exclusive' in every way.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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