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IP - Ipswich

Moss & Roberts
Asset Investment
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Guildhall Financial
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Asset Investment Management Ltd
Asset Investment Management IFA's Norwich & Ipswich
Office Address: Drayton Old Lodge, Drayton High Road,
Drayton, Norwich, NR8 6YE
Local Address: 8 Upgate, Tharston, Norfolk, NR15 2ZB
Telephone: 01603 869988 (office) 07836 699795 (local)
E-mail: kevin@asset-im.co.uk
Visit our Web Site: www.asset-im.co.uk

Contact: Kevin Reynolds

General information

Asset Investment Management is a small, highly professional firm specialising in investments, portfolio planning and Inheritance Tax mitigation, primarily to individual clients.

We have advisers able to cover the whole of Norfolk and Suffolk with our administrative base in Norwich.

We have a clear tiered structure for remuneration dependent upon the level of work required on an initial and ongoing basis. Details of this is shown on our website – please feel free to browse and feedback any comments to us.

In addition we can help with Equity Release and Retirement options, together with most other areas of financial planning.

We also have a dedicated Trust Review Service for solicitors (www.asset-im.co.uk/ATIS) and run regular seminars, both investment and pre-retirement ones for employers.

We are directly regulated by the Financial Services Authority and are not a member of any network



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