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Private Clients

At Asset Management IFA we offer a comprehensive financial planning service for our individual clients.  We offer advice in the following areas:

  • Retirement planning including pension and SIPP solutions
  • Investment and Wealth Planning
  • ISA’s
  • Investment Bonds
  • IHT and Estate Planning
  • Protection Planning – term assurance, critical illness and income protection
  • Mortgages
  • Long term care

As part of our service we will undertake a full review of your existing arrangements to enable us to make the appropriate recommendations for your circumstances, before moving forward.


We believe in a holistic approach to financial planning, and as such have been at the forefront of the development of the Nucleus Wrap service and now embrace the platform approach to investment.  This service includes:

    • A General account for direct holdings
    • An ISA account
    • A SIPP Pension account with an income withdrawal option
    • A Protected Rights Pension account
    • An Offshore Bond account
    • An Onshore Bond account
    • Trust accounts

Within each account, subject to regulations, clients may invest in unit trusts, OEICS, cash, equities (including investment trusts and exchange traded funds) and other securities such as gilts and corporate bonds.


The Nucleus platform provides innovative functionality allowing us as advisers to offer our clients pension and investment recommendations focusing on a strategy best suited to you, and removing the need for a choice of product provider. 


For client protection needs we use our expertise and the latest software to research the whole market place and provide the right solutions.  We offer a full range of protection including life cover, critical illness and income protection.


Throughout different life stages, needs and aspirations will change and it is vitally important any planning remains appropriate for the objectives.  As such we offer a regular review service where we evaluate existing provision and client circumstances and recommend any changes necessary. 


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Asset Management Idependent Financial Advisors Ltd is Authorised and Regulated by the Financial Services Authority.
We are entered on the FSA Register No. 172274 at www.fsa.gov.uk/register
Registered Office: 40 Victoria Road, Woolston, Southampton, SO19 9DX
Registered in England and Wales. Registered no.: 2150087
Offering independant Financial advice for Hampshire, Dorset and West Sussex inc Southampton, Fareham, Portsmouth, Winchester, Woolston, Botley,  Bishops Waltham, Wickham, Waltham Chase, Swanmore, Horton Heath, Fair Oak, Colden Common, Whiteley, Soberton, Meon Valley, Netley, Hamble, Sarisbury Green, Park Gate, Bursledon, Stubbington, Hedge End, West End, Upham, Funtley, Chandlers Ford, Romsey, Eastleigh, The New Forest since 1976