Asset and Investment Management Limited
17th June 2019
Personal finance is more personal than it is finance!
We can advise you on
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Mortgage protection
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Long term care
- Long term care
Meet our advisers
Stewart Twidle APFS
Chartered Financial Planner
Qualifications & Accreditations
J10 - Discretionary Investment Management (CII)
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
J06 - Investment Principles, Markets and Environment (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
AF1 - Personal Tax and Trust Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Advanced Diploma In Financial Planning (CII)
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
J03 - The Tax and Legal Aspects of Business (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.
AF4 - Investment Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
Accreditations
Dean Burns DipPFS
Managing Director/ Financial Adviser
Qualifications & Accreditations
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CF8 - Certificate in Long-Term Care Insurance (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 - Personal Taxation (CII)
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I have used the services of AIMIFA for a number of years now. Their breadth of knowledge in the field of Financial Services both in the corporate and the personal arena is extensive. Sound impartial advice, explained with clarity and integrity are their forte. With their help I and my company have benefited [& continue to benefit], from their first class guidance in what can be only described as a quagmire of choices...
Dean Burns of Asset and Investment Management has provided me and my family with personal financial advice for in excess of 20years. Throughout that time I have found his advice to be both impartial and practical. This advice has ranged from procuring mortgages, life insurance, permanent health insurance and pensions. Because of his proven attention to my affairs and his integrity he now has discretionary authority to manage the assets that underpin my personal investments and pensions...
Where to find us
4 St Johns Mews, 13 St Johns Road, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4AN
Make an enquiryAbout 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.
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We are Chartered Financial Planners, specialising in retirement planning for successful business owners and senior professionals.
Family Firm & Winner: IFA of the Year, Online IFA of the Year, Pension IFA of the Year.
Helping you create a secure financial future with maximum return from your investments.
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