Our priority for clients is to establish a relationship that is built on confidence and mutual respect. Much of our growth is through recommendation and our policy is to maximise our client's financial position through choosing products and services that we would invest in ourselves. Contact us today to arrange a 'no obligation' chat with one of our qualified financial advisers about your current situation.
|Address||18 Castilian Street|
|Phone Number||(080) 013-6988|
Products & Services
Our role, as Independent Financial Advisers, is to help you choose investments which fall within your risk parameters and are suitable for your short and long-term financial planning objectives. Our core mandate is to understand exactly what our investors need before creating a bespoke investment strategy for them.
Financial planning is a process which, when done correctly, allows you to make the correct decisions regarding your short and long-term financial goals. We are here to help you answer those all important questions such as:
Should I continue working or can I retire early?
Should I pay off my mortgage early or continue with the repayments?
What happens to my family if myself or my partner passes away?
What happens to my estate if I pass away?
What is my exposure to Inheritance Tax?
How can I reduce my tax bill?
Tony and his team has been advising us for a number of years, for pensions and our investments. We have found his advice to be very professional and easy to understand, his team at AIM have been extremely helpful quickly dealing with any issues and questions we have posed and they are all very friendly. Thank you for making the whole process painless and more importantly, easy to understand. Thank you.
Just a few lines to say thank you to Mr Tony Dawson and his backup team for helping me with my pension details. It takes good advice which AIM gave me. The time it took overall may be six months. It pays to do things correctly. I would use them again.