Asset Investment Management Ltd

Independent Financial Adviser  Drayton Old Lodge, Norwich, NR8 6AN
check
FCA authorised
Last authorised 27th June 2022
Independent, not "restricted" advice and diversified portfolios all explained face to face in plain English, with no waffle.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Long term care
Meet our advisers
MR Paul Barnard Dip PFS, Certs CII (MP & ER), MSWW
Director
MR Kevin Reynolds Dip PFS, Cert CII (MP)
Director
About us

We specialise in investment portfolio and retirement planning. Advanced qualifications in taxation, trusts, investments, equity release and long term care means that we are able to offer professional high quality advice. In addition, Paul Barnard is a qualified Willwriter with the Society of Willwriters and so can take a wider view of clients' needs.
We have clearly defined service levels, offer value for money and a great service. So why are you hesitating?
Contact us now!

Our services

We explain things clearly; we treat you as an individual and spend time discussing your hopes, fears and 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 retail investment advice, some companies only offer a restricted service. We aim to continue to offer a full, whole of market service. We avoid the “too good to be true” products like the plague!

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Drayton Old Lodge, Drayton High Road, Drayton, Norwich, NR8 6AN

Similar advisers near you

Independent Financial Adviser 1.16 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.72 mi
We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
 
Independent Financial Adviser 1.72 mi
 
 
Independent Financial Adviser 1.82 mi
We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals. We can deal with your enquiry face to face or, in light of the current public health issues, entirely remotely by phone, email and post.