We are a family run firm of Independent Financial Advisors including a Chartered Financial Planner with over 40 years' experience. We provide advice to individuals, businesses, Trusts and Charities on Mortgages, Equity Release, Inheritance Tax planning, Investment planning and Retirement planning. We aim to understand and prioritise your financial goals and address your financial concerns in order to give you peace of mind.
We work closely with our clients to develop a long-term relationship. We offer a free, no obligation, 30-minute consultation to discuss your personal circumstance and establish how our services could help you. Our investment services are primarily aimed at investors with over 20,000 to invest or already invested in ISAs, pensions, or investment accounts.
We work closely with our clients to develop a long-term relationship. We offer a free, no obligation, 30-minute consultation to discuss your personal circumstance and establish how our services could help you. Our investment services are primarily aimed at investors with over 20,000 to invest or already invested in ISAs, pensions, or investment accounts.
Services
Personal Asset Management are Independent Financial Advisors covering a range of services which include investment advice, retirement planning and mortgages. 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.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.
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.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.
Personal Asset Management is a small family run firm based in Kingskerswell (between Newton Abbot and Torquay). We are Independent Financial Advisors that cover a range of services which include investment advice, retirement planning and mortgages. Scroll down to find out more about us. He moved to their Covent Garden office in 1981 and left them early '82 to set up his own firm, also based in the West End.
Here at Personal Asset Management we are passionate about fully understanding your needs to be able to give the most appropriate advice to allow your money to work for you, whether it be for investments, pensions and retirement, Inheritance Tax planning or mortgages. We are here to help and advise you.
Whether you've received an inheritance or built up a nest egg through regular savings you will want to make the most of your financial position and invest it wisely. We are able to analyse your existing portfolio, assessing the level of risk it is targeting - and checking with you this is still appropriate - and showing how the growth you have achieved compares to other portfolios targeting the same level of risk.
As awareness has grown in recent years over global warming and climate change, clients are now actively searching for investment strategies that are environmentally and socially responsible.
Personal Asset Management recognises the need to offer such options, so we introduced our Melodic range of portfolios during 2019, using funds that are 'Rated' high on an ethical scale set by Rayner Spencer Mills, targeting risk levels 3,4,5 and 6 on a scale of 1 to 10.Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.
Personal Asset Management recognises the need to offer such options, so we introduced our Melodic range of portfolios during 2019, using funds that are 'Rated' high on an ethical scale set by Rayner Spencer Mills, targeting risk levels 3,4,5 and 6 on a scale of 1 to 10.Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.
Reviews (9)
Sam Jackson
Sep 03, 2021
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R. Hughes
May 07, 2021
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Emma Barrett
Feb 07, 2021
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Beth Blackmore
Feb 04, 2021
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David Haslam
Jan 26, 2021
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John Atkins
Jan 23, 2021
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I am completely happy with the service provided to me by Personal Asset Management and recommend them highly. Oliver explained everything to me very thoroughly and professionally and made some recommendations. All my questions were answered and I'm confident my pension provision is in a much better state than before. Oliver kept me updated through the process and answered emails very promptly.
Martha Lee
Jan 16, 2021
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Ben Babbage
Jul 06, 2020
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Victor Hugh Perry
Jul 01, 2020
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