PASSIONATE ABOUT 
YOUR INVESTMENTS

Using 75 years of professional experience

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OUR SERVICES

Find out how we use our decades of experience to create a personalised investment portfolio for you.

Invest in our expert advice to ensure both lay and professional trustees comply with their statutory duties.

While you work hard for your retirement, we ensure that when the time comes, your pension works hard for you.

We can help you navigate the complex areas of business loan, shareholder and partnership protection planning.

With careful planning, it is possible to preserve family wealth for future generations by being inheritance tax aware

Access our secure wealth management portal to obtain a real-time valuation of your portfolio wherever you are.

 

Meet The Team

Steve Whiteway

Steve is a founding partner at the Independent Asset Management Company.

Bruce Rowland-Smith

Following a successful career with Prudential Assurance, Bruce joined the company in 2008.

Symon Parkin

Symon has more than 25 years experience in asset management and is a founding partner of the business.

 

CONTACT US - 015395 38833

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