Business Details
Independent Financial Advisers in Norwich
Asset Investment Management is an Independent Financial Adviser (IFA) based in Norwich, Norfolk, dedicated to providing tailored investment and financial planning advice. We serve clients across Norfolk, Suffolk, and East Anglia, prioritising transparency, independence, and client-centric solutions. Our team avoids high-risk products and pressure tactics, focusing instead on long-term financial security and bespoke strategies. As members of the Personal Finance Society, we adhere to strict ethical standards and maintain extensive professional liability cover. Our independence ensures we act solely in clients' interests, free from external influence. With decades of combined experience, we specialise in pension reorganisation, inheritance tax planning, equity release, and care fee management.Our approach combines technological efficiency with a personal touch, minimising overheads to deliver focused, friendly service. Client testimonials highlight our ability to simplify complex financial scenarios and preserve wealth for future generations. We are authorised and regulated by the Financial Conduct Authority (registration number 462797) and maintain a strong local presence to better serve our community. Our commitment to excellence is reflected in our track record of resolving intricate financial challenges and delivering measurable outcomes.
Services
Financial Planning
Pension Advice
Inheritance Tax Planning
Equity Release
Care Fee Management
Investment Portfolios
Wills and Trusts
Property Investment
Taxation Guidance
Employer Benefits Review
Highlights and features
- We are FCA-authorised and regulated for compliance and client protection.
- Our team holds decades of combined experience in financial planning.
- We specialise in complex pension reorganisation and inheritance tax strategies.
- No pressure sales or high-risk investment products offered.
- Extensive professional liability cover ensures client security.
Associations and certifications
- Financial Conduct Authority
- Personal Finance Society
What people say
Tailored solutions
Transparent advice
Expert pension planning
Ethical practices
Measurable outcomes
Services
Financial Planning
We create custom financial plans aligned with individual goals, focusing on long-term security and tax-efficient growth. Our approach combines risk assessment, asset allocation, and regular reviews to adapt to changing circumstances. Clients benefit from our independence, ensuring recommendations prioritise their interests over product provider incentives.
Pension Advice
Specialising in pension consolidation and optimisation, we help clients maximise retirement income while minimising tax liabilities. Our expertise includes navigating pension freedoms and restructuring underperforming schemes. We ensure compliance with regulatory standards while delivering clear, actionable strategies tailored to personal circumstances.
Inheritance Tax Planning
Our strategies reduce inheritance tax burdens through legal structures like trusts and charitable donations. We focus on preserving family wealth while maintaining liquidity for immediate needs. Case studies demonstrate our ability to save estates hundreds of thousands in tax liabilities through proactive planning.
Equity Release
We advise on responsible equity release solutions for homeowners seeking retirement income. Our process ensures clients understand lifetime implications and alternative options. We prioritise products that balance immediate financial needs with long-term family legacy considerations.
Care Fee Management
Our specialists design care funding strategies that protect assets while meeting immediate care needs. We navigate local authority assessments and implement solutions that ensure financial sustainability throughout extended care periods, preserving inheritances where possible.
People
Jason Howard
Managing Director
With over 30 years in financial services, Jason leads strategic direction and client relationships. He specialises in complex pension solutions and ensures adherence to ethical standards across all operations.
Antony Howard
Director
Antony oversees compliance and regulatory matters, leveraging his extensive experience to maintain FCA authorisation standards. He focuses on risk management and client protection frameworks.
Kevin Reynolds
Director and Independent Financial Adviser
A qualified member of the Personal Finance Society, Kevin specialises in long-term care fee planning and investment portfolio management. He provides hands-on advice to clients across East Anglia.
Ashley Filby
Independent Financial Adviser
Ashley focuses on retirement planning and equity release solutions, combining technical expertise with clear communication to help clients make informed decisions.
Jenna Chandler
Independent Financial Adviser
Jenna specialises in inheritance tax mitigation and estate planning, working closely with clients to preserve family wealth through structured financial instruments.
Questions
What areas do you cover for financial advice?
We serve clients across Norfolk, Suffolk, and East Anglia, with a focus on local community needs.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (registration number 462797).
What specialisations do your advisers have?
Our team specialises in pension reorganisation, inheritance tax planning, equity release, and care fee management.
How do you ensure client funds are protected?
We maintain extensive professional liability cover and avoid high-risk investment products to safeguard client assets.
Can you help with existing investment portfolios?
Yes, we offer seamless portfolio transfers with no additional charges and tailored service levels.
What makes you different from other financial advisers?
Our independence ensures unbiased advice, and our local expertise provides deeper understanding of regional financial needs.
