Asset Investment Management Ltd

Independent Financial Adviser  Beech House, Long stratton, Norfolk, NR15 2PG
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FCA authorised
Last authorised 14th September 2020
Independent 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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Auto enrolment
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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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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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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School fees planning
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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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Income tax
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Taxation planning
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Long term care
Meet our advisers
Paul Barnard Dip PFS, Certs CII (MP&ER), MSWW
Director
Kevin Reynolds DipPFS (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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Beech House, Norwich Road, Long Stratton, Norwich, Norfolk, NR15 2PG

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