Personal Asset Management
Personal Asset Management is a family-run firm of Independent Financial Advisors based in Kingskerswell. They provide financial advice to individuals, businesses, Trusts, and Charities. They have over 40 years of experience and specialise in mortgages, equity release, inheritance tax planning, investment planning, and retirement planning.
- Mortgages
- Equity release
- Pension advice
- Investment advice
- Retirement planning
- Inheritance tax planning
Locations
Competitors
Kingswood is dedicated to helping clients achieve their financial objectives by providing comprehensive financial advice and investment management services.
Orestone Wealth Management provides straightforward and easy-to-understand financial planning services tailored to individual needs.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Personal Asset Management is operated by Investment & Financial Solutions Partnership LLP and is a Active company incorporated on 22 November 2010 with the registered office located in Newton Abbot, Devon. Investment & Financial Solutions Partnership LLP was registered 14 years ago.
Status
Active
Size
Micro
Directors
3
Age
14 years old
Employees
2
Turnover
Unreported
Total Assets
£23.03K
Cash in Bank
£23.03K
Total Liabilities
Unreported
Teams
4
3
1
Occupational Health Technician
Paraplanner • Joined Apr 2019
Independent Financial Advisor • Joined Jan 2020
Chartered Financial Planner • Joined Apr 1980
Paraplanner • Joined Apr 2019
Independent Financial Advisor • Joined Jan 2020
Chartered Financial Planner • Joined Apr 1980
Occupational Health Technician