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  • Welcome to Asset Management Financial Advisers Ltd

     

    Providing professional
    & impartial advice for
    all of your financial requirements

Welcome to Asset Management Financial Advisers Limited

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 02380 420 606 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

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Our Areas of Expertise

Wealth Management
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introduction-to-wealth-management
Wealth, just like your health, must be carefully preserved. ...
Business Insurance
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introduction-to-business-insurance
All businesses are exposed to risks in their day-to-day operations ...
Equity Release
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introduction-to-equity-release
If you're over the age of 55, equity release offers you a way to ...
Financial Planning
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introduction-to-financial-planning
Professional Financial Planning is the process which aims to help ...
Health Insurance
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introduction-to-health-insurance
Health Insurance is probably one of the most important types of ...
Life Assurance
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introduction-to-life-assurance
The main purpose of Life Assurance is to provide money for those ...
Mortgages
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introduction-to-mortgages
Your mortgage is probably the largest financial transaction ...
Pensions
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introduction-to-pensions
When you retire you still need food & shelter as an absolute minimum ...
Investments
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introduction-to-savings-and-investments
Often, people save for a specific reason and it's usually the safest ...
Taxation
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introduction-to-taxation
Most of us face being taxed on our income, our capital gains, ...

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Client Testimonials

  • ...we have been particularly pleased with the high levels of personal service and proactive approach...

    Mr & Mrs R Hill – Horton Heath
  • ...I needed expert advice and that is what you have provided...

    Mike and Kathy Beer
  • ...I have enjoyed an excellent, informative and very worthwhile relationship with Asset Management...

    Philip Jennings
  • ...This advice was presented in a clear and precise manner which made it easy to understand...

    Mrs Pamela Chant
  • ...I have benefited from their expertise and would highly recommend them to anyone seeking financial advice.

    David Riley
  • ... I was impressed with the level and quality of service and care...

    Mr K Bevis
  • ...sincere thanks for professional and efficient service we have received for many years...

    Kevin Ryan - Company Secretary, Testbank Ship Repair Limited
  • ...Our adviser, Andrew Wood has provided us with advice and guidance for a number of years...

    Mr and Mrs S E Hill – West Sussex
  • I have always found Asset Management to be a first-class and professional organisation...

    Paul Fletcher – BBC
  • ...I have always felt very 'cared for' when they have been helping me...

    Mrs G Grainger
  • ...I would not hesitate to recommend their services to any of my associates.

    Mike Gawthorne - ARM
  • ...I have always found Roger and his team to be responsive, professional and ethical...

    Paul Martin – ARM
  • ...They are friendly, knowledgeable and inspire confidence in the handling of our affairs...

    South Midlands Communication Ltd
  • ...I have always received a prompt, professional and extremely reliable service...

    Keith Lewis – Managing Director, Macthtech

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