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 are based in Kingskerswell and have clients throughout the South of England.
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 has access to the whole of market – several offers are exclusive and not available on the high street. There is a wide selection of products available which cover a range of circumstances and can seem daunting with the amount of financial jargon. Luckily we are on hand to guide you through the process.
We are able to help with the following mortgages:
