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Investment Planning

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BUILDING, MANAGING AND GROWING YOUR PORTFOLIO, TO ENSURE YOUR INVESTMENTS STAY ON TRACK

Whether you are looking to grow your investments, generate a new income source or preserve your wealth, we offer a range of services to suit your goals and approach to investment.

As part of our commitment to you and your evolving investment portfolio, you will receive annual, face-to-face review meetings focusing on a wide variety of key areas, such as:

A review of any changes you may have to your needs, circumstances and objectives

Reassessment of your attitude to investment risk and ability to bear losses

A review of your financial goals and priorities

Market commentary and a discussion around your investment holdings

A review of your income or retirement income (pension drawdown arrangements)

Review and consideration of your estate administration such as Wills and Lasting Powers of Attorney

Keeping everything under one roof, your annual review will also include opportunities to review and make changes to your investments, risk level and investment orientation such as ethical objectives or investment style.

Whatever your goals and preferences, we will choose the investment service that is right for you. Whether you have an existing portfolio, or you are looking to build up your savings, our investment experts can support you in the management of your money.

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OUR INVESTMENT SERVICES

Discretionary Service

Taking the work out of managing your investments.

Advisory Service

The final investment decisions remain with you.

Oversight Service

Our expert opinion, your investments, your choices.
Discretionary Service
With this service, the investment managers we appoint will use their knowledge and resources to make decisions and changes to your investments on your behalf based on your goals and objectives. With the freedom to react to changes in the market in a timely manner, you can rest assured that your investments are being monitored and managed by experts, keeping your financial objectives and risk level on track.
Advisory Service
When you use our Advisory Service, you will receive recommendations on how to best structure your investments, but you will give the go ahead before any decisions are implemented. You will continue to be involved in the investment decisions, but with the help and support of investment experts.

We will regularly discuss the options and opportunities for your investment portfolio, the risk level and performance statistics, tactical and strategic changes, although you continue to have the final say in what happens with your money.

Oversight Service
To supplement the ongoing support, you are receiving from us, the Oversight Service offers a suitability analysis of your investments that are not managed through us. With this service, if chosen, we will provide you with an annual review of your investments held with third parties.

Our comments and recommendations will all be based around your specific goals and aspirations for your future and leaves you in full control of any decision making or actions to be taken. We will provide you with an estimate of the costs for this additional service.

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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.

Get in touch
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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)