Our Expertise
P A Asset Management LLP offers a range of services backed by knowledge, expertise and years of practical experience. Whether you are concerned about your current investments, eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.
A small change in the way you manage your finances today can make a very considerable difference to your finances in the future.
Wealth Services
Whether you are an experience investor or new to investing we aim to help you make the most of your money. We provide a range of wealth services to match your immediate and on-going investment needs.
Through our services we help you identify your objectives and investment requirements; we will construct a portfolio to match your individual needs and risk profile and we will then regularly review your holdings to ensure they continue to be suitable and match your potentially changing circumstances.
We feel that our services provide the reassurance clients require in order to feel comfortable investing in this difficult and unpredictable environment helping them to build a secure financial future to meet the challenges that lie ahead.
Ethical Investing
We create portfolios that are designed for investors that want to have a clear conscience. Ethical funds invest in companies because of their moral, or ethical stance towards factors such as animal testing and the environment. We create portfolios that invest with managers that have both a positive and negative screening processes to help them choose company's that meet their strict ethical criteria.
There are generally three types of Ethical fund:
funds that exclude companies that have a negative impact such as tobacco or oil companies;
funds that only include companies with a positive impact, such as alternative energy companies; and
funds that invest in companies with a view to influencing their stance by becoming a major shareholder.
In these three groups the funds may specify other limits, such as investing in Corporate Bonds or Shares in companies on a particular index.
Overall the portfolio that we create will meet your particular investment requirements.
A World of Opportunities
Through Independent Financial Advice
ESTABLISHED - PROFESSIONAL - TRUSTED - PERSONAL
We provide financial advice and planning to people who want to ensure they make the right financial decisions at the right times to make a lasting difference.