Your financial future starts with us
Who we are
Personal Asset Management is a family-run firm of Independent Financial Advisors established in Kingskerswell, South England. With over 50 years of combined experience, we assist individuals, businesses, Trusts, and Charities with their financial planning needs.
Our mission
Our mission is to empower our clients to achieve financial security and plan for their future. We do this by:
- Understanding your financial goals and concerns
- Providing clear and personalized advice
- Developing tailored plans that align with your unique circumstances
- Working collaboratively with you every step of the way
Investment & Protection Planning
- Investment advice for ISAs, pensions, and other investments
- Inheritance Tax planning and wealth preservation strategies
- Pension advice and retirement planning
- Mortgage advice and equity release solutions
- Estate planning and risk management
Savings & Investments
We can help you:
- Build a tailored investment portfolio
- Review and optimize your current investments
- Make informed decisions about saving and investing for the future
Pensions & Retirement
We offer comprehensive guidance on:
- Maximizing your pension contributions
- Understanding pension options and regulations
- Planning for a comfortable retirement
Mortgages & Equity Release
Our expertise includes:
- Finding the best mortgage solution for your needs
- Exploring equity release options to release funds from your home
- Ensuring you understand the mortgage process and paperwork
Our approach
We take a holistic approach to financial planning, considering all aspects of your financial situation. We believe in open communication, transparency, and building lasting relationships with our clients.
What sets us apart
- Independent and unbiased advice
- Experienced and qualified team of professionals
- Personalized and tailored solutions
- Commitment to providing exceptional client service
- Strong focus on client communication and education
Let's discuss your financial goals
Contact us today for a free, no-obligation consultation to discuss your unique financial needs and explore how Personal Asset Management can help you achieve your financial aspirations.
Overview of PAM Services
PAM (Personal Asset Management) has received an overwhelming positive response from its clients, with all reviewers giving a 5-star rating.
Quality of Service
The company has been praised for its exceptional service, with advisors like Olie, Ian, and Oliver providing expert guidance and explanations in a clear and concise manner. Clients have appreciated the professionalism, knowledge, and friendliness of the advisors, making them feel at ease throughout the process.
Mortgage and Financial Services
PAM's mortgage and financial services have been highly commended, with clients appreciating the help in securing the best mortgage rates, guiding them through the buying process, and providing ongoing support. The advisors have been proactive in helping clients overcome obstacles and providing regular updates on their portfolios.
Trust and Confidence
Clients have expressed their trust and confidence in PAM's services, with many recommending the company to others. The advisors have been able to establish long-term relationships with their clients, providing them with peace of mind and reassurance.
Additional Comments
Some clients have also praised the company's newsletter, finding it informative and helpful. Others have appreciated the help provided in setting up trust funds and probate services.
