Investment Advice

Helping you to build and protect your wealth

Professional, independent investment advice you can trust

Whether you’ve received an inheritance or built up a nest egg through regular savings you will want to make the most of your financial position and invest it wisely.

We are able to analyse your existing portfolio, assessing the level of risk it is targeting – and checking with you this is still appropriate – and showing how the growth you have achieved compares to other portfolios targeting the same level of risk.

If appropriate, we can advise on how your portfolio could be restructured – often in a more tax efficient or cost effect manner.

We also offer Socially Responsible Investment portfolios for those that want to ensure their money is invested in ethical and sustainable funds.

Circumstances change through the lifetime of an investment and our flexibility allows us to adapt to reflect your changing needs.  What never changes is our proactive approach and commitment to protecting and building your wealth.

We believe clients should be fully engaged with their financial future and our ongoing service enables this through annual reviews, half-yearly investment reports, quarterly valuations and monthly update on Markets.  Our investment clients are given access to an online portal where they can see the value of their investments on a day to day basis.  Our investment portfolio information is available here.

Contact us on 01803 873978 or complete the form below for friendly, independent and impartial advice on:

  • Investment Funds
  • ISAs
  • Onshore & Offshore Investing
  • Trust Investments
  • Attorney Investments

 

Our investment advice is aimed for clients with at least £50,000 to invest.  However, if you have less please get in touch and we can help point you in the right direction.  To view our fee structure please click here.

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.