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Asset & Investment Management

Categories: Independent Financial Advisers, Investment Consultants

Address: Unit 4 St Johns Mews, 13 St Johns Road, Hampton Wick, Kingston upon Thames, Surrey, KT1 4AN

Landline: 020 894... Landline: 020 894...
AIM: 020 8943 4346

 Website: Visit Website
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 estate planning, investment advisers, Independent Financial advisers

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Business Profile

About Us At Asset & Investment Management Ltd, we have a clear vision of what financial planning should entail. By providing the knowledge and assistance, we can create, identify and aspire to live the life you've always wanted.

Every aspect of our unique financial planning process is individually catered to meet the goals and ambitions within a desired time frame. From managing your daily budget through to designing and monitoring your investment portfolio, we aim to assist and guide you every step of the way.

What we can do We ensure that you have the right financial products at the right times throughout your life. As a practice, we passionately believe that the most rewarding thing you can do with your money is add purpose and plan.

At AIM, our experience and expertise in Investment & Pension Planning, Estate Planning, Taxation, Cash Flow Management, Mortgages and Protection put us at the forefront of being a trusted source of advice.

How we can help We do two things: 'Financial Planning' and 'Investment Management'.

Your Financial Plan will guarantee that your money is managed with your goals in mind, whether that is preservation or accumulation. It will ensure that both you and your family are protected and aware of all the opportunities available to you. Living life in the absence of a financial plan is like driving in the fog. We remove the fog and show you where you can go!

Where to start The first meeting is at our expense, and with no obligation to you. It is an opportunity for you to meet your adviser and understand what services we provide, in order to decide whether we can work well together. At the end of this meeting, you will have enough information to decide if you wish to use AIM services. We are a fee based practice and all the costs of any work we do for you will be clear and agreed up front.

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