Response rating
9.0/10
FCA verified
18th September 2017

Asset and Investment Management Limited

Independent Financial Adviser 4 St Johns Mews, 13 St Johns Road, Hampton Wick, Kingston Upon Thames, Surrey, KT1 4AN
First meeting at adviser's own cost
Personal finance is more personal than it is finance!
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Long term care
Meet our advisers
Stewart Twidle APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Dean Burns DipPFS
Managing Director/ Financial Adviser
Accreditations
Certified Financial Planner
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...
Tony Alfano, Managing Director of Best Imports Ltd, Hertfordshire
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...
John Sprawson, Retired Company Director, Kent
Where to find us
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Compliance

Asset & Investment Management Ltd is authorised and regulated by the Financial Conduct Authority.

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