We understand that finance can be daunting so let us help
Personal Asset Management are Independent Financial Advisors covering a range of services which include investment advice, retirement planning and mortgages. Here are some reasons why we believe we can help you:
- Our Expertise
With a combined experience of over 50 years in the financial services sector, our team includes a Chartered Financial Planner. We maintain our knowledge regarding legislative and tax changes through Continuous Personal Development and are regularly attending financial seminars to keep up to date with Market and economic outlook.
- Our Independent Status
We have the freedom to make recommendations that are based on the whole of market.
- Our Values
We are a small family run firm that puts our client’s interests first. We believe in building long-term client relationships so we can offer the most appropriate advice to your personal circumstances.
- Pro-active
We provide an ongoing service for investment and pension clients, that offers risk targeted Model Portfolios on an advisory basis so that you are informed why any recommended changes are necessary. We have an annual review with you to make sure you utilise any tax saving opportunities and to check that the investments you hold are doing what we expect. We also provide a half-year report on your portfolio and monthly Market commentary.
- We are local
We provide services to clients throughout the South of England, but for Exeter, Teignbridge and Torbay residents our office in Kingskerswell is easy to get to with ample free on-road parking just outside the office.
- Great Communication
When you become a client, we will keep you up to date with our mortgage or investment processes, on a weekly basis.
Many clients don’t understand how their investments and/or pensions are performing or the risk it is exposed to. We have a secure Client Portal which allows our clients to view their accounts as and when they want, with daily price updates. We provide a quarterly financial statement showing the valuation of investments and annual growth achieved, including income produced if applicable. It includes your Income Tax, Inheritance Tax and Capital Gains Tax position.
- We are Transparent
We will inform you of our exact fees before any work is started.
We offer a free 30min initial consultation, where we discuss how we can help you, the work we will undertake and the initial fee that we charge. Click here for our fee structure.
Contact us to arrange your free 30min consultation to see how our services can benefit you.
