THE TEAM

Working hard for you and your funds

Experience. It’s the one thing money can’t buy. And when it comes to safeguarding your financial future, it’s nothing short of essential.

Our partners - supported by a highly committed and talented administration team - have investment backgrounds totalling more than 75 years to provide you with tailored options matched specifically to your priorities and aspirations.

However your funds are managed - through pensions, ISAs or a personal investment portfolio - we’ll make sure your money is working hard to secure your future, providing you with peace of mind for the years ahead.

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.

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