ABOUT US
We’re proud to provide the kind of bespoke, patient and reassuring service that’s hard to come by these days. We’re here to help, and we’ll be with you every step of the way.
At The Independent Asset Management Company, we believe in the power of personal connections. In a world that’s increasingly automated, we stand apart by offering a truly human touch. When you call us, you won’t get lost in a sea of options or be greeted by a chatbot. Instead, you’ll speak directly to a real person—someone who listens, understands, and offers the support you need.
Simplifying the Complex
Navigating complicated decisions can be stressful. At The Independent Asset Management Company, we explain things in simple, clear terms, ensuring that you always understand exactly what’s going on. No more uncertainty—just straightforward, honest advice that helps you make the best choices for you.
Stress-Free, Personalised Service
We understand that every situation is unique, and we take the time to get to know you and your needs. Our goal is to offer a calm, stress-free experience that makes difficult decisions easier to navigate. You can always count on compassionate service that’s tailored to you.
Successfully managing millions since 2001
The Independent Asset Management Company serves a wide range of legal and accountancy firms as well as many happy clients across the UK.
Our partners have amassed more than eight decades of experience in regulated financial planning. We currently manage portfolios between £50,000 and £10,000,000 with our average investor portfolio being approximately £450,000
We believe in a truly independent approach to investment to secure superior results. With this in mind, we provide bespoke advice and recommendations tailored to our clients own objectives and risk profile.
Our offices are located in Grange-over-Sands, overlooking one of the most beautiful coastal bays in the world. We are happy for clients to visit us at a mutually convenient time or, alternatively, we will travel to meet you at your workplace or home.
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: financial-ombudsman.org.uk
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