OUR SERVICES

The Independent Asset Management Company serves a wide range of legal and accountancy firms as well as many satisfied clients across the UK. We can help you navigate the complex areas of business loan, shareholder and partnership protection planning.

Investment Advice & Portfolio Management

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

Retirement & Planning Your Pension

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

Inheritance Tax: Exploring Your Options

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

Trustees & Trustee Investment

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

Loan, Shareholder & Partnership Protection

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

Wealth Management Login Portal

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

Our Investments

The Independent Asset Management Company has been managing client’s assets since 2001.  Today we have in excess of £450 million under advisory management.  

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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