Asset Management Independent Financial Advisers

read moreOur 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.

read moreOur 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.

read moreNo one likes to think that something bad will happen to them, but if you couldn't work due to a serious illness, how would you manage financially? Could you survive on savings or sick pay from work? If not, you may need some other way to keep paying the bills - and you might want to consider income protection insurance. Income protection insurance is a long-term insurance policy that provides a monthly payment if you can't work because you're ill or injured, and typically pays out until you can start working again, or until you retire, die or the end of the policy term - whichever is sooner.

read moreA residential mortgage is a loan secured against your property to facilitate its purchase. In return for lending you the money, the provider will charge interest. The amount you can borrow is based on what you can afford to repay, and they typically last for 25 years. Usually the longer your fixed term, the higher your interest rate will be as you effectively buy the additional security and peace of mind of knowing your monthly repayment won't increase. At the end of the fixed rate period, you'll then transfer to the provider's standard variable rate, and you're free to remortgage to another mortgage product or provider.

read moreGetting the right life assurance policy means working out how much money you need to protect your dependants. This sum must take into account their living costs, as well as any outstanding debts such as a mortgage. It may be the case that not everyone needs life assurance, but if your spouse and children, partner, or other relatives depend on your income to cover the mortgage or other living expenses, then the answer is 'yes'. Life assurance makes sure they're taken care of financially if you die.

read moreOf course, life doesn't stand still - your priorities may change, and so will the world around you. That's why we build strong relationships with our clients to truly understand and adapt to their evolving needs. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Our comprehensive wealth planning service enables us to provide an integrated and coordinated approach to managing your wealth whilst maximising the opportunities available.

read morePensions always appear to be in the media spotlight. The fact is that using a pension to save for your future is still the best way to provide yourself with a secure income during your retirement. If you have already started saving for your retirement it is important to review the benefits of your scheme and the status of your personal plan. As part of the planning process we will be happy to review all your existing arrangements to see how they are performing. Our advisers will then help you understand the options open to you, to achieve your retirement goals.

read moreAsset Management Financial Advisers Limited are committed to finding you the right mortgage that suits your individual requirements and circumstances. As your mortgage will be one of the biggest financial commitments you will ever make, we believe it is vitally important to make sure you always have the most appropriate mortgage available. We will also guide and assist you through each step of the home-buying process. There could be a number of reasons why you would want to move house, such as wishing to move to a bigger property, downsizing or simply moving to somewhere more preferable.