We are a firm of Chartered financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support. Our clients are typically local to Kingston, Twickenham, Richmond, Surbiton and Teddington but we welcome anyone from London, and beyond!
Services
Stewart is a highly regarded adviser in the industry.
He has an accountancy background and has gone on to achieve the coveted Chartered Financial Planner Status with the CII.
He believes that clients expect excellence when it comes to expertise but the real test of a good adviser is understanding why money is important to each individual client.
He sees himself more as a coach or teacher, explaining complex areas in simple to understand ways.
He holds the Advanced Diploma in Financial Planning, a further diploma in Investment Planning, Certificate for Mortgage Advice, Certificate in Equity Release and he is also a Professional Willwriter.
He has an accountancy background and has gone on to achieve the coveted Chartered Financial Planner Status with the CII.
He believes that clients expect excellence when it comes to expertise but the real test of a good adviser is understanding why money is important to each individual client.
He sees himself more as a coach or teacher, explaining complex areas in simple to understand ways.
He holds the Advanced Diploma in Financial Planning, a further diploma in Investment Planning, Certificate for Mortgage Advice, Certificate in Equity Release and he is also a Professional Willwriter.
Dean established Asset & Investment Management Ltd over 38 years ago and the business has grown from strength to strength.
He is very proud that the company has built deep roots in the local community and survived the ever-changing (and challenging) financial services environment whilst staying true to the belief of looking after local people and looking after them well.
He is very proud that the company has built deep roots in the local community and survived the ever-changing (and challenging) financial services environment whilst staying true to the belief of looking after local people and looking after them well.
Harou joined the team on a Government Apprenticeship scheme in 2015.
He has successfully completed the apprenticeship scheme and has now progessed into a technical admin role - Paraplanning.
He is studying for the full diploma in Financial Planning with the CII and he has a passion for mortgage advice.
He has fast become a fountain of knowledge on mortgages.
Mortgage providers are an unusual species, all with their own unique take on underwriting.
Only when you have completed more mortgages than you can count, can you speak their language.
He has successfully completed the apprenticeship scheme and has now progessed into a technical admin role - Paraplanning.
He is studying for the full diploma in Financial Planning with the CII and he has a passion for mortgage advice.
He has fast become a fountain of knowledge on mortgages.
Mortgage providers are an unusual species, all with their own unique take on underwriting.
Only when you have completed more mortgages than you can count, can you speak their language.
Originally from Venezuela, Maria graduated as an Industrial Engineer and relocated to the UK in 2004.
She has worked as a System Support Administrator and Data Analyst for over 14 years within the Social Care and Retail sectors.
She has a passion for numbers and data analysis and really enjoys supporting and communicating with clients.
She has worked as a System Support Administrator and Data Analyst for over 14 years within the Social Care and Retail sectors.
She has a passion for numbers and data analysis and really enjoys supporting and communicating with clients.
Our philosophy here at AIM is to concentrate on building a deep understanding and trust with our clients.
We only work with clients who are looking for a long-term working relationship.
This means that we'll be your financial counsel and confidant!
We make sure you always make well informed decisions, avoid mistakes and have impartial and truly independent advice.
The value in our service is not in the financial plan itself.
It is in the action of real time planning.
Planning today allows you to fine tune your financial behaviour and make sensible decisions.
We only work with clients who are looking for a long-term working relationship.
This means that we'll be your financial counsel and confidant!
We make sure you always make well informed decisions, avoid mistakes and have impartial and truly independent advice.
The value in our service is not in the financial plan itself.
It is in the action of real time planning.
Planning today allows you to fine tune your financial behaviour and make sensible decisions.
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