Business Details
25 Years
experience
Expert Financial Advisers in Grange-over-Sands
At The Independent Asset Management, we prioritise personal connections in an increasingly automated world. Our approach ensures clients interact directly with experienced professionals who listen, understand, and provide tailored support. With over 75 years of combined expertise, we specialise in simplifying complex financial decisions through clear, honest advice. Our services are designed to be stress-free and personalised, catering to the unique needs of each client. As an FCA-authorised firm, we uphold the highest standards of professionalism and integrity. Our team of Chartered Financial Advisers delivers bespoke solutions, ensuring clients feel confident and informed at every stage.We manage portfolios ranging from 50,000 to 10,000,000, with an average of 450,000, reflecting our commitment to diverse client needs. Located in Grange-over-Sands, we offer flexible meeting options to accommodate our clients' preferences. Our dedication to transparency and ethical practices ensures clients receive reliable, conflict-free guidance. We believe in long-term relationships built on trust, experience, and a deep understanding of financial markets. Our goal is to make complex financial planning accessible and straightforward for all clients.
Services
Investment Advice
Portfolio Management
Retirement Planning
Pension Planning
Inheritance Tax Planning
Trustee Investment
Loan Protection
Shareholder Protection
Partnership Protection
Wealth Management
Details
- Year established: 2001
Highlights and features
- We offer 75+ years of combined experience in asset management and financial planning.
- Our FCA-authorised team provides transparent, conflict-free investment advice.
- We deliver bespoke solutions tailored to individual client objectives and risk profiles.
- Our stress-free service prioritises clear communication and client understanding.
- We manage portfolios ranging from 50,000 to 10,000,000 with personalised strategies.
Associations and certifications
- Financial Conduct Authority
Services
Investment Advice
Our investment advice service combines decades of market experience with personalised strategies. We assess individual risk profiles and financial goals to create tailored investment plans. Clients benefit from ongoing portfolio reviews and adjustments aligned with market changes and personal circumstances.
Retirement Planning
We design comprehensive retirement plans that ensure financial security during post-employment years. Our approach considers pension options, tax implications, and lifestyle goals. Clients receive detailed projections and actionable steps to achieve their desired retirement outcomes.
Inheritance Tax Planning
This service focuses on minimising inheritance tax liabilities while preserving family wealth. We implement legal strategies such as trusts and gifting to protect assets for future generations. Regular reviews ensure compliance with evolving tax regulations and client needs.
Trustee Investment
We provide expert trustee investment advice to ensure compliance with statutory duties. Our solutions balance growth potential with risk management for both lay and professional trustees. Clients receive transparent reporting and performance tracking.
Wealth Management
Our wealth management service integrates multiple financial aspects into cohesive strategies. We address investment growth, tax efficiency, and long-term security through holistic planning. Clients benefit from coordinated advice across all wealth-related areas.
People
Steve Whiteway
Chartered Financial Adviser
Founding partner with extensive experience in financial planning and investment management. Holds APFS and PTS qualifications, ensuring high standards of client service and expertise.
Bruce Rowland-Smith
Financial Planner
Joined in 2008 after a successful career at Prudential Assurance. Specialises in creating tailored financial solutions with DipPFS qualification and industry expertise.
Symon Parkin
Asset Management Expert
Founding partner with over 25 years' experience in asset management. Holds DipPFS and PTS qualifications, focusing on delivering robust investment strategies to clients.
Questions
What services does your company offer?
We provide investment advice, portfolio management, retirement planning, inheritance tax solutions, and trustee investment services tailored to individual needs.
How long have you been in business?
We have managed client assets since 2001, with over 75 years of combined experience among our partners.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority for compliance and client protection.
What areas do you serve?
We work with clients across the UK, including legal and accountancy firms requiring specialised financial planning.
How are portfolios managed?
We manage portfolios ranging from £50,000 to £10,000,000, with an average of £450,000, using bespoke strategies for each client.
What if I have a complaint?
Unresolved complaints can be referred to the Financial Ombudsman Service for independent resolution as required by regulation.
