Foinaven Asset Management Ltd

At Foinaven, we are passionate about helping our clients achieve their goals in life and business. As a team of experienced Financial Planners, we work with individuals and businesses to put in place a long-term plan that will help them reach their targets. Our approach is unique, focusing on the individual's priorities and creating a roadmap for the future, rather than simply selling financial products.

Our Services

We offer a comprehensive range of services, tailored to meet the specific needs of our clients. From personal financial planning to business financial planning, we have the expertise to help you make the most of your assets and resources. Our services include pension planning, investment planning, insurance planning, and estate planning, as well as business services such as corporate finance and management consultancy.

Personal Services

At Foinaven, we understand that everyone's circumstances are unique. We take the time to get to know our clients as individuals, understanding their priorities, goals, and aspirations. Our personal financial planning services are designed to help you achieve your goals, whether that's saving for a specific purpose, such as a child's education or a dream holiday, or simply enjoying the best possible quality of life.

Business Services

We also offer a range of services to help businesses thrive. From company pension schemes to corporate finance planning, we have the expertise to help you make informed decisions about your business's financial future. Our business financial planning services are designed to help you achieve your goals, whether that's expanding your business, reducing your tax liabilities, or simply creating a more secure financial future.

Professional Connections

We believe in the importance of building strong relationships with other professionals in our industry. We work closely with solicitors, accountants, and other financial advisors to provide a comprehensive range of services to our clients. Whether you're looking for advice on estate planning, tax planning, or corporate finance, we have the expertise to help you navigate the complex world of finance.

About Our People

Our team is made up of experienced and qualified financial planners, each with their own unique skills and expertise. Our Managing Director, Simon Roberts, has over 30 years of experience in the financial services industry and is a highly respected figure in the profession. Simon is joined by Mike Russell, our Operations and Compliance Manager, who has a wealth of experience in the financial services sector.

Our Vision

At Foinaven, our vision is to provide outstanding service to our clients, while always staying ahead of the curve in terms of industry developments and best practice. We are committed to building strong relationships with our clients, based on trust, integrity, and a deep understanding of their needs. We believe that by working together, we can help our clients achieve their goals and live their best possible life.