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  7. Asset and Investment Management Limited

Asset and Investment Management Limited

Independent Financial Adviser  4 St Johns Mews, Kingston Upon Thames, Surrey, KT1 4AN
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FCA authorised
Last authorised 26th July 2021
Personal finance is more personal than it is finance!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Stewart Twidle APFS
Chartered Financial Planner
MR Dean Burns DipPFS
Managing Director/ Financial Adviser
About us

We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.

Our services

Our philosophy here at AIM is to concentrate on building a deep understanding and trust with our clients. We only work with clients who are looking for a long-term working relationship. This means that we'll be your financial counsel and confidant! We make sure you always make well informed decisions, avoid mistakes and have impartial and truly independent advice.

The value in our service is not in the financial plan itself. It is in the action of real time planning. Planning today allows you to fine tune your financial behaviour and make sensible decisions.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Online (Live chat, video, email)
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    Face to face

4 St Johns Mews, 13 St Johns Road, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4AN

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