MEET OUR PARTNERS
STEVE WHITEWAY APFS, Chartered Financial Planner, PTS
Steve is a founding partner at the Independent Asset Management Company and a Chartered Financial Adviser.
BRUCE ROWLAND-SMITH DipPFS
Following a successful career with Prudential Assurance, Bruce joined the company in 2008.
SYMON PARKIN DipPFS, PTS
Symon has more than 25 years experience in asset management and is a founding partner of the business.
Steve Whiteway
APFS, Chartered Financial Planner, PTS
Steve is a founding partner at the Independent Asset Management Company and Chartered Financial Adviser, having established the firm in 2001 following a lengthy career as one of the most successful ever consultants with Prudential Assurance.
As a chartered financial advisor, a member of the Personal Finance Society and Chartered Institute of Insurers, Steve specialises in portfolio management and is the chairman of the IAM investment committee.
To contact Steve, call 015395 38833 or email steve@iamcompany.co.uk
Bruce Rowland-Smith
DipPFS
Following a successful career with Prudential Assurance, Bruce joined the Independent Asset Management Company in 2008, becoming a partner in 2012.
With expert knowledge of the complexities of the NHS pension scheme, he specialises in advising doctors and dentists as well as fund and wealth management.
Bruce is a member of the Chartered Institute of Insurers and the Personal Finance Society.
To contact Bruce, call 015395 38833 or email bruce@iamcompany.co.uk
Symon Parkin
DipPFS, PTS
Symon has more than 25 years experience in asset management and is a founding partner of the Independent Asset Management Company.
He helps legal and accountancy firms, assisting trustees with their financial obligations as well as developing IAM’s professional connections.
Symon is a member of the Personal Finance Society and the Chartered Institute of Insurers.
To contact Symon, call 015395 38833 or email sjparkin@iamcompany.co.uk
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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