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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 headquarters 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.


Successfully managing millions since 2001

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