Business Details
44 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Asset Management Independent Financial Advisers, we have dedicated over four decades to delivering independent financial advice and wealth management services tailored to individual client needs. Our team of experienced advisers prioritises transparency, integrity, and long-term relationships, ensuring clients achieve optimal financial outcomes across all life stages. With three offices across Hampshire and a multi-generational approach, we specialise in cash flow planning, inheritance tax strategies, retirement solutions, and investment management. Our FCA-regulated services are underpinned by the F.A.M.I.L.Y principles, including flexibility, accessibility, and expertise in navigating complex financial landscapes.We combine decades of industry knowledge with personalised strategies to address evolving personal and economic challenges, regularly reviewing plans to maintain alignment with client goals. Our commitment to impartial advice ensures recommendations are always in clients' best interests, free from product provider conflicts. Through regular reviews and adaptive strategies, we help clients preserve wealth for future generations while addressing immediate financial protection needs such as life assurance and critical illness coverage.
Services
Financial Planning
Retirement Planning
Investment Management
Inheritance Tax Planning
Mortgage Advice
Pension Consolidation
Wealth Protection
Equity Release
Cash Flow Modelling
Trust Creation
Details
- Year established: 1982
Highlights and features
- 40+ years of experience in independent financial advice
- FCA-regulated services ensuring compliance and client protection
- Personalised financial strategies across four life stages
- Multi-generational planning expertise for family wealth preservation
- Transparent, conflict-free advisory process with no hidden fees
Associations and certifications
- FCA (Financial Conduct Authority)
Services
Financial Planning
Our financial planning service creates tailored strategies across four life stages, from early career wealth building to retirement optimisation. We evaluate clients' current situations, risk profiles, and long-term goals to design adaptable plans that withstand economic changes. With regular reviews, we ensure ongoing alignment with evolving personal circumstances and market conditions.
Retirement Planning
Specialising in retirement income solutions, we help clients maximise pension pots through tax-efficient strategies and diversified investment portfolios. Our experts analyse workplace pensions, personal schemes, and alternative savings vehicles to create sustainable income streams while considering inheritance tax implications and long-term care requirements.
Investment Management
We develop customised investment strategies balancing growth potential with risk management across ISAs, property portfolios, and tax-efficient vehicles. Our FCA-regulated advisers monitor global markets to optimise portfolio performance, ensuring alignment with clients' financial objectives and changing economic environments through regular portfolio reviews.
Financial Protection
Our protection planning addresses life assurance, critical illness coverage, and income protection to safeguard clients' financial futures. We design bespoke solutions that preserve wealth against unforeseen events while integrating with broader estate planning strategies to ensure family financial security across generations.
Mortgage Advice
We provide whole-of-market mortgage advice for residential purchases, buy-to-let investments, and equity release solutions. Our advisers assess clients' financial situations to secure optimal mortgage terms, guiding them through the process from initial application to completion while considering tax implications and long-term financial planning.
People
Matt Wood
Head of Operations
With extensive experience in financial services, Matt Wood leads AMFA's operational strategy. He ensures delivery of high-quality advisory services while maintaining regulatory compliance. His leadership focuses on enhancing client experiences through efficient processes and technology integration.
Questions
What life stages do you specialise in for financial planning?
We address four key life stages: Accumulator (wealth building), Consolidator (asset management), Optimiser (retirement preparation), and Preserver (wealth preservation). Each stage receives tailored strategies for optimal financial outcomes.
Are your financial advisers qualified and regulated?
All our advisers hold relevant industry qualifications and we operate under FCA regulation (reference 172274), ensuring compliance with strict professional standards and client protection requirements.
How do you approach investment risk management?
We conduct comprehensive risk profiling to create diversified portfolios matching clients' risk tolerance. Regular reviews and market monitoring ensure ongoing alignment with financial goals and changing circumstances.
Can you help with pension consolidation?
Yes, we assess existing pension arrangements to determine if consolidation would improve management efficiency and reduce costs while considering any potential loss of benefits or guarantees.
What areas do you cover for local clients?
We serve clients across Hampshire with offices in Southampton, Bishops Waltham, and Winchester. We also offer home visits and virtual consultations for wider accessibility.
How are your financial planning services charged?
We provide transparent fee structures during initial consultations. Charges vary based on service complexity, with options for one-off advice or ongoing advisory relationships with regular reviews.
