Building Confidence
We offer a range of financial services that are designed to provide you with the confidence and the foundations necessary to help you build a secure financial future.
Established for over 30 years, we remain independent, which means we work for our clients, in their interest, not those of a bank, insurance company or other financial institution.
Whether you require advice in relation to just one specific aspect of your finances or need a full holistic review, we have a range of services that will meet both your initial and on-going needs.
Helping you make the most of your money
Investments
Investments and wealth management are our main areas of expertise. We will guide you through our detailed investment process, ensuring we have a thorough understanding of your attitude to risk, your short, medium & long term needs and objectives. We will then advise you of those investment opportunities, we feel, would be the most suitable for your individual needs, in the current economic climate, constructing and maintaining a diversified portfolio of holdings for you within the defined risk parameters and investment objectives, we have agreed.
Life Assurance
Protecting you and your family from any potential financial shocks should be the start of any sound financial plan. As independent financial advisers, we are aware of the risks and we can help ensure that, in the event of death or ill-health, you and your family are protected and remain financially secure.
Pension & Retirement Advice
We are all expected to provide for our old age so planning in this area is essential. In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need in the future. A complex area that can certainly benefit from independent financial advice.
Investment Risk
The value of your investments can go down as well as up and you may not get back the full amount invested.
Call us now on 0113 266 9111 to arrange an initial meeting to explore our services in greater detail.
Our Experience
We have a wealth of experience gained over 30 years in the industry. We have expertise in both generic financial planning and specialist areas such as Wealth Management, Specialist Pensions and Estate Planning.
Our Service Options
We have developed a wide range of services, individually tailored, to meet the differing needs of our clients, whether for one off services or on-going advice.
On-going Advice
We have a number of ongoing service levels and each differs in its breath and depth, whether for those that have more intensive and complicated affairs or for clients with straightforward, less complex needs, our service delivery will always aim to exceed your expectations.
Through a range of investment products, wrappers, managers and investment houses, we seek to deliver risk adjusted performance that is far from average.
Services and Costs
We make sure you know exactly what services you will receive and precisely how much they will cost.
We are registered with the Financial Conduct Authority and our Financial Services Register No is 401741.
www.fca.org.uk/firms/systems-reporting/register
P A Asset Management LLP is a Limited Liability Partnership