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01803 873 978 oliver@personalassetmanagement.co.uk
  • Homepage
  • Why Choose Us?
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    • Client Stories
  • Investments
    • Ethical Investments
    • Our Investment Portfolios
    • Our Fee Structure
    • Wealthify
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    • First Time Buyer Mortgages
    • Remortgaging
    • Later Life Mortgages
    • Buy to Let Mortgages
  • Equity Release
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    • Our Fee Structure
    • Pension Advice Videos
    • Pension Simplification
    • Personal Pensions
    • State Pensions
  • Protection
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    • Children’s Trusts
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12 Torquay Road, Kingskerswell, Newton Abbot, TQ12 5EZ

 01803 873 978

 oliver@personalassetmanagement.co.uk

  • Homepage
  • Why Choose Us?
    • Meet the Team
    • In The Community
    • Client Stories
  • Investments
    • Ethical Investments
    • Our Investment Portfolios
    • Our Fee Structure
    • Wealthify
    • Children’s ISA’s
  • Mortgages
    • First Time Buyer Mortgages
    • Remortgaging
    • Later Life Mortgages
    • Buy to Let Mortgages
  • Equity Release
  • Pensions
    • Our Fee Structure
    • Pension Advice Videos
    • Pension Simplification
    • Personal Pensions
    • State Pensions
  • Protection
  • Estate Planning
    • Children’s Trusts
  • News
  • Contact us

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION ADVICE, INHERITANCE TAX PLANNING, WILL WRITING AND TRUSTS.

The value of investments may fall as well as rise. You may get back less than you originally invested.

Pensions are a long-term investment. You may get back less than you put in. Pensions can be and are subject to tax and regulatory change; therefore, the tax treatment of pension benefits can and may change in the future.

As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.

Investment & Financial Solutions Partnership LLP T/A Personal Asset Management is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 542186.
Registered in England & Wales, Company Number OC359693. Registered Office address: 6 Bennetts Hill, Sidmouth, EX10 9XH.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to ihp@personalassetmanagement.co.uk or telephone 01803 873 978.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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