The essence of our business is to offer professional, impartial financial planning advice delivered face to face, with clarity.
Asset Management Financial Advisers Limited is at the forefront of the development of professional financial advisory services. We have responded to the needs of our clients by developing our services following the introduction of the Retail Distribution Review by the Financial Services Authority in December 2012.
We offer a range of services to our clients to best compliment their requirements. You can select the service you require from us in advance or we will discuss the options with you at our first meeting or upon review from one of our 3 convenient office locations in Bishops Waltham, Winchester or Southampton.
We will be constantly developing our services to suit the needs of our many and varied clients and for the benefit of new clients that approach us.
We offer 3 types of services to our clients that will be provided by separate divisions of the Company depending on your requirements:
- Independent advice – We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. This service will be provided by Asset Management Independent Financial Advisers.
- Restricted advice – We will advise and make a recommendation for you after we have assessed your needs, but we only offer advice on limited types of products, or products from one company or a limited number of companies. This services will be provided byAsset Management Financial Solutions.
This service is restricted to the use of the Nucleus Financial Services Ltd platform as the host to any investment that we advise and using our own risk rated Tailored portfolios that we have created to meet the needs of our clients and which have been developed to offer a market wide investment solution.
- Care Fees Planning – We will advise and make a recommendation for you after we have assessed your needs in relation to your care fees planning needs. Our recommendation will be based on a comprehensive and fair analysis of the relevant market. This service will be provided by Asset Care Planning