Achieve Your Financial Goals with Confidence
At Asset & Investment Management Limited, we are a team of experienced financial planners and investment managers dedicated to helping individuals, families, and businesses achieve their financial goals. Our mission is to provide personalized financial guidance, tailored to each client's unique needs and objectives.
Our Expertise
Our team of Chartered Financial Planners and experienced professionals has extensive knowledge in financial planning, investment management, and wealth management. We provide a comprehensive range of services, including retirement planning, estate planning, investment management, and mortgage and protection advice.
Financial Planning
Our financial planning services are designed to help you achieve your financial objectives, whether you're planning for retirement, saving for a specific goal, or simply seeking to improve your financial well-being. We will work with you to create a personalized financial plan, tailored to your individual circumstances and goals.
Investment Management
Our investment management services are designed to help you achieve your investment goals, whether you're seeking income, growth, or a combination of both. We offer a range of investment solutions, including managed portfolios, estate planning, and tax-efficient investment strategies.
Scheduled a Meeting
We understand that every individual's financial situation is unique, and that's why we offer a no-obligation meeting to discuss your financial goals and objectives. Our team will work with you to understand your needs, provide personalized advice, and develop a tailored financial plan to help you achieve your goals.
Excellent Customer Service
Asset and Investment Management (AIM) has received glowing reviews from its clients, with a rating of 5 stars in both reviews. The two authors, Charlie and Mark Shipton, have praised the company's exceptional customer service, professionalism, and attention to detail.
Personalized Support
Charlie and his partner used AIM's services when purchasing their first home and were impressed with the personalized support they received from Stewart Twidle and Harou. Harou was instrumental in securing their first mortgage, dealing with solicitors, and arranging insurances. Charlie described the service as "top class, professional, " and praised Stewart's ability to explain things in a simple and effective way.
Dedicated Team
Mark Shipton, a self-employed individual, has been working with AIM for over a year and has been impressed with the team's friendly and personalized approach. He praised Stewart's ability to explain complex pension-related issues and appreciated the company's willingness to work with him to achieve his financial goals.
Key Takeaways
From the reviews, it is clear that AIM prioritizes customer service, personalized support, and professionalism. The company's team is dedicated, friendly, and willing to work with clients to achieve their financial goals.
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