Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Asset Investment Management Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Asset Investment Management Ltd

Overview:

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.

Financial Planning is a professional service for individuals, their families and businesses, who need objective assistance in organising their financial affairs to achieve their financial and lifestyle objectives more readily.

Financial Planning recognises the consequence or "knock-on" effect that one action can have upon other circumstances or objectives. It is comprehensive, in that it deals with a client's affairs in the round (unlike financial advice, which may be restricted to one or two areas of financial concern treated in isolation).

It may involve giving investment advice as regulated under the Financial Services and Markets Act, but this is not always the case. It is possible to produce a Financial Plan which does not involve the use of financial products. It is also possible to prepare a Financial Plan for clients who are asset and income rich, or for clients who have neither sufficient assets nor sufficient income (this can often be a case of planning for debt management or damage limitation). It is still Financial Planning.

Financial Planning is not the same as Financial Advice. Financial Planning is an evolving action plan resulting from a cyclical process, whereas financial advice is a recommendation regarding a financial transaction at a fixed point in time.

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.

Asset Investment Management is a small, but growing, company. We will only engage independent financial advisers as practitioners who wish to specialise and excel in their fields, as opposed to a "general" financial practitioner, such is the depth of knowledge and expertise now required to be effective for our clients.

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.

History:

In the years that we have been involved in Financial Services there have been many changes, all of which we have relished as we pride ourselves on customer focused advice; sadly not all advisory firms share the same ethos, which necessitated the formation of Asset Investment Management in 2007.

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

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.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.