Company profile
Personal Asset Management
Independent Financial Advisors offering services which include investment advice, retirement planning and mortgages.
- Industry
- Financial Services
- Employees
- 15
- Headquarters
- Kingskerswell, Devon
- LinkedIn followers
- 13
- Office locations
- 1
Personal Asset Management company summary
Personal Asset Management is a company in the Financial Services industry, headquartered in Kingskerswell, Devon. On LinkedIn the company has around 15 employees and 13 followers.
What technology does Personal Asset Management use?
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About Personal Asset Management
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 £50,000 to invest or already invested in ISAs, pensions, or investment accounts.
Where is Personal Asset Management located?
Personal Asset Management lists 1 location.
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Frequently asked questions about Personal Asset Management
What does Personal Asset Management do?
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 £50,000 to invest or already invested in ISAs, pensions, or investment accounts.
How many employees does Personal Asset Management have?
Personal Asset Management has around 15 employees on LinkedIn.
Where is Personal Asset Management headquartered?
Personal Asset Management is headquartered in Kingskerswell, Devon.
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