Personal Asset Management

Personal Asset Management are a family run firms of Independent Financial Advisors. We cover a range of services which include investment advice, retirement planning and mortgages.

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.

Based in Kingskerswell, 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.