3000 +


£350m +

of assets under management

35 years

of providing professional & impartial advice

Our Mission is to help our clients make sound financial decisions through relationships with our advisers based on professionalism, trust and the utmost integrity. We have built our business around our clients. We treat our clients as unique individuals and our highly qualified team of advisers are committed to establishing their needs and delivering tailored solutions in a cost effective manner using leading edge technology. Meeting and exceeding client expectations is imbedded in our culture and our aim is to guide each and every one towards achieving their financial life goals.

Asset Management Financial Advisers Ltd offer a forward thinking and innovative approach to financial planning, underpinned by Independent Financial Advice.

We are based in Hampshire with offices in Southampton, Winchester and Bishops Waltham, and for over 30 years our number one priority has been – and continues to be – ensuring that our clients are in the best possible financial position to secure their long-term future.

It all starts with listening. We listen to your needs, your hopes and 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.

We recently changed our trading style to AMFA from Asset Management Financial Advisers Ltd which remains authorised and regulated by the Financial Conduct Authority (FCA).

You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/firms/systems-reporting/register or by telephoning the FCA on 0800 111 6768. The firm’s reference number is 172274.

Latest News

Jake Bowhay – RYA Youth National Champion

Over this winter I have been working harder than ever, out most weekends at my home club (Stokes Bay), interspersed with weekends away at Weymouth and Portland Sailing Academy or Royal Lymington Yacht Club for coaching. I’ve also been working with ex-Youth Squad coach Ross Harvey to improve my racing skills – the hours spent […]


What is MiFID II? Markets in Financial Instruments Directive II (MiFID II) is a European-wide legislative framework for regulating the operation of financial markets in the EU. It builds on the existing MiFID legislation and seeks to increase market transparency and investor protection, enhance governance and oversight, and align regulation across the EU. When did […]

AMFA to sponsor sailor, Jake Bowhay

Promising sailor Jake Bowhay is getting extra help in his bid to win a place in the Royal Yachting Association’s national youth squad. Jake has bought a new race sail thanks to a financial boost from sponsor AMFA, after finishing in the top ten at both the Worlds and National Championships in the Topper category. […]

I would be pleased to recommend Gordon and the team at Asset Management.