PASSIONATE ABOUT 
YOUR INVESTMENTS

Using 75 years of professional experience

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

 

The Independent Asset Management Company is authorised and regulated by the Financial Conduct Authority.

Our partners are SR Whiteway, SJ Parkin and BA Rowland-Smith. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: http://financial-ombudsman.org.uk

 

 

Terms & Conditions | Privacy Policy

©2019 by The Independent Asset Management Co