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 35 years our number one priority has been, and continues to be, to ensure that our clients are in the best possible financial position to secure their long term future.

 

Our business comprises of 12 highly qualified advisers providing wealth management, insurance and mortgage advice to over 3000 clients. We also have advisers qualified in Specialist areas including Occupational Pension Transfers, Long-Term Care and Equity Release. As you would expect from a professional firm of Independent Financial Advisers, we are regulated by the Financial Conduct Authority (FCA).

At Asset Management Financial Advisers Ltd, we ask the questions, look into your future, give straightforward advice and find the right financial solutions for you. This is achieved by:

  • Explaining clearly the areas in which we advise and the services we offer
  • Acting in your best interests at all times with the utmost integrity
  • Discussing and agreeing fees and payment options in advance of taking your instructions
    and undertaking work on your behalf
  • Communicating with you in a timely manner and in a clear and jargon-free way

Our highly skilled team uses the latest technology, enabling us to meet your financial needs and objectives in the most cost-effective manner. Should your aim be to create an investment or pension portfolio, protect your family or business or arrange a mortgage, we have the expertise to provide the right solution.