Our Mission is to help our clients make sound financial decisions through relationships with our advisers based on professionalism, trust and the utmost integrity. We have built our business around our clients. We treat our clients as unique individuals and our highly qualified team of advisers are committed to establishing their needs and delivering tailored solutions in a cost effective manner using leading edge technology. Meeting and exceeding client expectations is imbedded in our culture and our aim is to guide each and every one towards achieving their financial life goals.
Services
Our business comprises of 12 highly qualified advisers providing wealth management, insurance and mortgage advice to over 3000 clients. We also have advisers qualified in Specialist areas including Occupational Pension Transfers, Long-Term Care and Equity Release. As you would expect from a professional firm of Independent Financial Advisers, we are regulated by the Financial Conduct Authority (FCA).
We recognise the fact that not all our clients require the same level of service and there will be times that our clients require a one off transactional service only and other times when an ongoing advisory service is required. We have devised three distinct ongoing service levels known as essential, standard and enhanced details of which will be discussed by the adviser in the initial consultation.
At Asset Management Financial Advisers Ltd, we have a wealth of experience and market knowledge to help you get the most from your finances. An initial discussion to understand your needs, financial goals, and priorities at no cost. We agree with you, in advance, how much you will pay for the research we undertake on your behalf, for any investment you make, and for the ongoing advice we give and service we provide. What money you have coming in, your average expenditure and what you need to keep in reserve.
Of course, life doesn't stand still - your priorities may change, and so will the world around you. That's why we build strong relationships with our clients to truly understand and adapt to their evolving needs. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there.
Reviews
Be the first to review Asset Management Independent Financial Advisers Ltd.
Write a Review
