Asset Investment Management Ltd

Independent Financial Adviser  Drayton Old Lodge, Norwich, Norfolk, NR8 6AN
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FCA authorised
Last authorised 16th November 2020
Independent, not "restricted" advice and diversified portfolios all explained face to face in plain English, with no waffle.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Buy my next home
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Equity release
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Wealth management
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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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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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Critical illness
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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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Taxation planning
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Long term care
Meet our advisers
Kevin Reynolds Dip PFS, Cert CII (MP)
Director
Paul Barnard Dip PFS, Certs CII (MP & ER), MSWW
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)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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