Our Services

As independent financial advisers we provide individuals and businesses with advice on practical and relevant solutions to help them to meet their financial objectives. Some of the key areas with advice on are listed below. Simply click on the relevant box to read more. Of course, we’ll be happy to discuss your own personal situation and goals with you.

 

 

 

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.