Personal Asset Management has experience of advising individuals, charities, Trusts and Attorneys on; Tax Planning for Inheritance Tax and Capital Gains Tax (not regulated by the Financial Conduct Authority), Investment Planning and Retirement Planning both pre and post retirement.
Working closely with clients to develop a long-term relationship, we aim to understand and prioritise their financial goals and to help address their financial concerns such as the provision of income in retirement, capital growth to fund potential long term care costs or passing family wealth down the generations in the most expedient and tax efficient way.
Our ongoing service provides annual reviews, half-yearly investment reports, quarterly valuations and monthly monitoring of quoted investments. This service provides a detailed statement of a client’s financial position, as the core element for financial planning.
Although the practice is based in Kingskerswell, we have clients based throughout the South of England.
An initial meeting is available, without cost or obligation, to establish how our services could be of benefit