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ABOUT US

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ABOUT OUR COMPANY

Our company was established in October 1990, with our office based in Chapel Allerton, Leeds, for nearly 25 years. In 2017 we moved to the beautiful grounds of the Bowcliffe Hall estate near Bramham. The majority of our clients have been with us since the mid-nineties and we have built a long term, close working relationships with them, so that we can understand their circumstances, the challenges they may face, the issues that are important to them, their concerns and ambitions. We can then also help them at the most important time, we feel, as they move into later life.

We hold ourselves to the highest standards of conduct, so our customers can be assured that they are in safe hands with us with their best interests at the centre of what we do.

The P A Asset Management Personal Service

In this digitised, AI driven, very impersonal world, we know that it is comforting to our clients that they can actually “speak” to a real person regarding matters or issues.

Planning for a comfortable financial future is difficult in this unpredictable economic and challenging environment where there are lots of unknowns – inflation, geo-political events, global trade issues and the headwinds caused by a decade of accumulated debt, a pandemic and spiralling inflation.

Speaking to our clients, uncertainty is one of their main concerns we find. Identifying and setting goals is the first step to reducing this uncertainty. Planning gives focus and direction, informs and sets the probability of meeting goals.

That’s where we can help.

We ask the questions, consider your future, give you straight-talking advice and find the right financial solution by:

  • identifying your short, medium and long-term goals;
  • clarifying precisely what you want from life;
  • mapping out your route to get there;
  • providing easy to understand written recommendations before you make any decisions;
  • adjusting your plan during significant life changes.
  • Helping you and your family meet the challenges that arise in later retirement.

Being independent we will look after your interests. We can search thousands of options to find the most suitable solutions for you.

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WE ARE WITH YOU EVERY STEP OF THE WAY

We pride ourselves on our ability to build long term relationships with both our clients and their families. The majority of our clients have been with us for over 30 years, benefiting from consistency and stability, building a mutual and long term vision to achieve financial success and peace of mind.

P A Asset Management will help you build a financially secure future within a trusted environment. We share in your journey, constructing a sound financial framework, planning and developing as you move through the years, allowing you and your family to reap the benefits. Every step of the way, we will be there, helping you navigate the sometimes-bewildering financial landscape to ensure you stay on the right path to meet your objectives.

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30+
YEARS OF FINANCIAL EXPERTISE

We are independent financial advisers with a difference.

With over 30 years of experience, our role is to provide you and your family with the financial confidence to live life how you want to, now and in the future.

We will help and support you so that you can enjoy the here and now, happy that you know that you are on track to reach your future destination.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you at the heart of all we do and to determine the most effective way to achieve your goals. It is expert financial advice unique to you.
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Private Wealth

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Financial Planning

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Retirement Planning

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Inheritance Tax

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Investment Planning

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Protection Planning

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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WHAT OUR CUSTOMERS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

Many thanks to the P A Asset Management team. They have consistently given us excellent service and quality advice. They have always been flexible and have tailored their service to our changing needs.

 

 

James Anderson (September 2023)

 

Having been an existing client of PA Asset Management since 2014, I am always pleased with how he simplifies what I consider to be quite complex matters.

 

 

Nick Peters (July 2023)