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Based in Norwich
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I work as the client facing half of our company. With us you receive the opinion of 2 advisers for the price of one. My business partner and fellow director Paul Barnard works tirelessly behind the scenes researching the best solutions for our clients' needs. We explain things clearly, we treat you as an individual and spend time discussing your hopes, fears and aspirations. We take time assessing your attitude to investment risk before providing you with a comprehensive report. After that, we will review your portfolio once or twice a year, face to face (depending on the level of service selected) and you will not be "abandoned". The banks may have pulled out of investment advice and some companies only offer a restricted service but we continue to offer a full, whole of market service. We are specialists in investment portfolio and retirement planning an we avoid things that sound “too good to be true”. Advanced qualifications in taxation, trusts, investments, equity release and long term care means that we are able to offer professional high quality advice. We have clearly defined service levels, offer value for money and a great service. So why are you hesitating? Contact us now!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
We believe we have established a service which puts our clients at the centre of our process. We have wholeheartedly embraced the Financial Conduct Authority’s “Treating Customers Fairly” initiative and offer a quality, long term service at a cost which represents a fair value for money approach. We have a brochure that outlines our process and ethos although this can only touch the surface of what is a complex and intricate process. Please note that nothing in the brochure should be taken as a recommendation or investment advice; this can only be given in a comprehensive report following a full appraisal of your situation. All investments carry some degree of risk. We welcome suggestions and feedback. Please contact us as you prefer. There is a lot more information on our website www.asset-im.co.uk Telephone 01603 869988. email advice@asset-im.co.uk Authorised and Regulated by the Financial Conduct Authority No 462797. Tax advice is not regulated by the Financial Conduct Authority. Registered in England and Wales. Company registration number 5880144.