We are a family run firm of Independent Financial Advisors including a Chartered Financial Planner with over 40 years' experience. We provide advice to individuals, businesses, Trusts and Charities on Mortgages, Equity Release, Inheritance Tax planning, Investment planning and Retirement planning. We aim to understand and prioritise your financial goals and address your financial concerns in order to give you peace of mind.
We work closely with our clients to develop a long-term relationship. We offer a free, no obligation, 30-minute consultation to discuss your personal circumstance and establish how our services could help you. Our investment services are primarily aimed at investors with over 20,000 to invest or already invested in ISAs, pensions, or investment accounts.
Personal Asset Management are Independent Financial Advisors with over 50 years combined experience. We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.
We work closely with our clients to develop a long-term relationship. We offer a free, no obligation, 30-minute consultation to discuss your personal circumstance and establish how our services could help you. Our investment services are primarily aimed at investors with over 20,000 to invest or already invested in ISAs, pensions, or investment accounts.
Personal Asset Management are Independent Financial Advisors with over 50 years combined experience. We have clients throughout Torbay, Newton Abbot, Exeter and the South of England, with our office based in Kingskerswell.
Services
Personal Asset Management are Independent Financial Advisors covering a range of services which include investment advice, retirement planning and mortgages.
With a combined experience of over 50 years in the financial services sector, our team includes a Chartered Financial Planner.
We maintain our knowledge regarding legislative and tax changes through Continuous Personal Development and are regularly attending financial seminars to keep up to date with Market and economic outlook.
We are a small family run firm that puts our client's interests first.
With a combined experience of over 50 years in the financial services sector, our team includes a Chartered Financial Planner.
We maintain our knowledge regarding legislative and tax changes through Continuous Personal Development and are regularly attending financial seminars to keep up to date with Market and economic outlook.
We are a small family run firm that puts our client's interests first.
Personal Asset Management is a small family run firm based in Kingskerswell (between Newton Abbot and Torquay).
We are Independent Financial Advisors that cover a range of services which include investment advice, retirement planning and mortgages.
Scroll down to find out more about us.
He moved to their Covent Garden office in 1981 and left them early '82 to set up his own firm, also based in the West End.
In 1983 he opened an office in Torquay and moved his family from Hertfordshire to be by the sea.
We are Independent Financial Advisors that cover a range of services which include investment advice, retirement planning and mortgages.
Scroll down to find out more about us.
He moved to their Covent Garden office in 1981 and left them early '82 to set up his own firm, also based in the West End.
In 1983 he opened an office in Torquay and moved his family from Hertfordshire to be by the sea.
Here at Personal Asset Management we are passionate about fully understanding your needs to be able to give the most appropriate advice to allow your money to work for you, whether it be for investments, pensions and retirement, Inheritance Tax planning or mortgages.
We are here to help and advise you.
Mr B had planned to cash in one of two pensions he held in order to give him capital he could use to supplement income over the next two to three years.
Tax is payable on withdrawals in excess of the 25% so he would have paid nearly 6,000 in tax!
We are here to help and advise you.
Mr B had planned to cash in one of two pensions he held in order to give him capital he could use to supplement income over the next two to three years.
Tax is payable on withdrawals in excess of the 25% so he would have paid nearly 6,000 in tax!
Whether you've received an inheritance or built up a nest egg through regular savings you will want to make the most of your financial position and invest it wisely.
We are able to analyse your existing portfolio, assessing the level of risk it is targeting - and checking with you this is still appropriate - and showing how the growth you have achieved compares to other portfolios targeting the same level of risk.
If appropriate, we can advise on how your portfolio could be restructured - often in a more tax efficient or cost effect manner.
We are able to analyse your existing portfolio, assessing the level of risk it is targeting - and checking with you this is still appropriate - and showing how the growth you have achieved compares to other portfolios targeting the same level of risk.
If appropriate, we can advise on how your portfolio could be restructured - often in a more tax efficient or cost effect manner.
As awareness has grown in recent years over global warming and climate change, clients are now actively searching for investment strategies that are environmentally and socially responsible.
Personal Asset Management recognises the need to offer such options, so we introduced our Melodic range of portfolios during 2019, using funds that are 'Rated' high on an ethical scale set by Rayner Spencer Mills, targeting risk levels 3,4,5 and 6 on a scale of 1 to 10.
Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.
Personal Asset Management recognises the need to offer such options, so we introduced our Melodic range of portfolios during 2019, using funds that are 'Rated' high on an ethical scale set by Rayner Spencer Mills, targeting risk levels 3,4,5 and 6 on a scale of 1 to 10.
Personal Asset Management are Independent Financial Advisors with over 50 years combined experience.
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