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Contact Details

Personal Asset Management

3 Fore Street, Kingskerswell, Newton Abbot, TQ12 5HT

01803 873 978

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Advice and Meetings during Covid-19

We want you to know that we are still open for business, working hard from both the office and homes.  We are staying in contact with our clients as well as taking on new clients.

The office is now open for meetings and we have hand sanitiser and face masks.  We want to continue our great service and are more than happy to use the latest available technology to keep in touch should you not want to meet face to face. Whether it be Zoom, WhatsApp or FaceTime, please let us know and we can arrange a virtual meeting at a convenient time to yourselves.

 

Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.  We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.

Our services include investment advice, Inheritance Tax planning, pension advice and retirement planning, mortgages and equity release.