Response rating
7.0/10
FCA verified
25th September 2017

Asset Investment Management Ltd

Independent Financial Adviser Drayton Old Lodge, Drayton High Road, Drayton, Norwich, Norfolk, NR8 6AN
Independent, not "restricted" advice and diversified portfolios all explained face to face in plain English, with no waffle.
We can advise you on
    • Equity release
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Paul Barnard Dip PFS, Certs CII (MP & ER), MSWW
Director
Kevin Reynolds Dip PFS, Cert CII (MP)
Director
What our clients say
I asked for a cautious portfolio; despite the severe fluctuations in world markets I was amazed to find that Paul had not only preserved the value of my investment, but it had actually grown too.
Mrs C George, Kent
Where to find us
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!

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0

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For Independent Financial Advice you can trust, let us help you plan your financial journey.